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McLean Capital
McLean Capital is an SEC-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 2 employees and 1...
McLean Capital
McLean Capital is an SEC-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.
General information
Firm type
Private Equity
Year founded
1998
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
Laval
Corporate office
Laval, QC, Canada
Frequently asked questions
What investment philosophy guides McLean Capital's decisions?
The firm explicitly follows the value-investing framework pioneered by Warren Buffett and Benjamin Graham. This means the team focuses on buying equity in high-quality businesses when the market price sits below their calculated intrinsic value. The goal is to maintain a margin of safety and hold for long-term compounding, rather than trading on short-term market fluctuations.
Does the firm disclose its assets under management?
McLean Capital does not publicly disclose its assets under management. The firm presents itself as a boutique investment manager rather than an institutional-scale allocator. No verifiable third-party AUM figure is available.
How does McLean Capital structure its client relationships?
The firm provides discretionary portfolio management services for individuals, corporations, and trusts across registered and non-registered accounts. It offers a free portfolio review to prospective clients and handles all transfer paperwork. The model emphasizes a high-touch, personalized relationship rather than a mass-market or institutional approach.
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