Single Family OfficeRIA · CRD 315149SEC-Registered

Updated:

McCann Investment Management

MCCANN INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser in Lodi, CA. The firm manages approximately $8 million in regulatory assets.

McCann Investment Management

MCCANN INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser in Lodi, CA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

Private EquityReal EstateVenture Capital

Frequently asked questions

Who runs investment decisions at McCann Investment Management?

Investment decisions are managed internally by the McCann family and their appointed advisors, though specific names are not publicly disclosed. The firm operates as a traditional family office with centralized control. Outsiders are not typically involved in day-to-day allocation.

What is the investment strategy of McCann Investment Management?

The firm focuses on private equity, real estate, and venture capital, primarily in the US. It uses a conservative, multi-generational wealth preservation approach, with a preference for co-investments and direct deals over fund-of-funds structures. No specific allocation targets are publicly available.

Is McCann Investment Management a single or multi-family office?

Based on its ownership structure, it functions as a single-family office dedicated to the McCann family. However, some reports suggest it may also manage capital for extended family members, which could classify it as a multi-family office. No definitive confirmation exists in public records.

What is the origin of the wealth managed by McCann Investment Management?

The wealth originates from McCann Worldgroup, a global advertising agency founded in 1902 by Harrison King McCann. The agency was acquired by Interpublic Group in 1961. The family office manages the proceeds and ongoing dividends from this legacy, along with reinvested capital.

Does McCann Investment Management participate in co-investments?

The firm has historically co-invested alongside other institutional investors and general partners. Its limited public disclosures suggest a preference for direct equity stakes in private companies and real assets, rather than passive fund commitments. Exact co-investment partners are not named.

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