McCarty Wealth

The investment leadership at McCarty Wealth is not publicly disclosed. As a private multi-family office, the firm likely relies on a team of professionals selected by the families it serves, but no named principals or CIOs have been identified in public records.

McCarty Wealth sources deals through its network of family offices and professional advisors. Direct co-investments and fund commitments are facilitated by relationships with private equity firms and real asset managers, though no specific partnerships are publicly known.

McCarty Wealth operates as a multi-family office, serving multiple families rather than a single family. This structure allows it to pool capital and share resources, enabling access to institutional-quality investments that might be unavailable to individual families.

The firm uses a combination of fund commitments and direct co-investments. This hybrid approach provides diversification through funds while allowing selective direct participation in specific opportunities, though exact allocation between the two is not publicly known.

McCarty Wealth targets a range of investment stages, including growth equity, buyout, real estate development, and direct credit. The firm's focus is on long-term capital appreciation across both private and public markets.

No information is publicly available about sectors McCarty Wealth avoids. The firm's diversified mandate suggests it may invest across industries, but specific exclusions are not disclosed.

McCarty Wealth serves multiple families as a multi-family office, meaning it manages capital for several distinct family groups. The specific families served are not publicly identified, and the firm likely maintains strict confidentiality about its client base.