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McFarlane Investment Advisory Services
MCFARLANE INVESTMENT ADVISORY SERVICES INC. is a state-registered investment adviser. The firm manages approximately $4 million in regulatory assets.
Overview
MCFARLANE INVESTMENT ADVISORY SERVICES INC. is a state-registered investment adviser. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
2001
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Principals
David McFarlane
President & Chief Investment Officer
Frequently asked questions
Who makes investment decisions at McFarlane Investment Advisory Services?
David McFarlane, as President and Chief Investment Officer, is the sole final decision-maker for the partnership. The firm is not known to employ a formal investment committee structure, reflecting its concentrated portfolio management approach.
Does McFarlane Investment Advisory Services accept outside capital?
The firm manages capital for a small group of partners alongside David McFarlane's own assets. It does not publicly market to institutions or conduct open-end fundraising cycles, operating more like an investment partnership than a commercial asset manager.
Has the firm engaged in shareholder activism?
Yes. David McFarlane has a public record of activist campaigns, notably at Alexander's, a real estate investment trust, where he successfully pushed for board representation and strategic changes beginning in 2014.
How is McFarlane Investment Advisory Services structured from a regulatory standpoint?
The firm is registered as an investment adviser in Washington State. This registration provides a formal fiduciary framework, though its private-partnership economic model means it does not maintain the large compliance and operational infrastructure typical of institutional managers.
What asset classes does the firm invest in?
The partnership primarily invests in public equities via a concentrated value strategy. It has also participated in direct private investments and special situations when compelling risk-reward dynamics arise, though public securities represent the majority of identifiable positions.
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