# McLean Capital

McLean Capital is a Private Equity based in Laval, Canada.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Laval, Canada
- **Region:** North America
- **Address:** Laval, QC, Canada
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** en.mcleancapital.ca
- **LinkedIn:** https://www.linkedin.com/company/mclean-capital

## Regulatory record

- **CRD number:** 139060
- **SEC file number:** 801-65855
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139060

## About

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.

## Sectors

- North American equities
- Fixed income

## 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.

## Related profiles

- [McLean Asset Management](https://altss.com/profile/mclean-asset-management)
- [McLean Foundation](https://altss.com/profile/mclean-foundation)

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Last updated: 2026-07-10T07:54:06.000Z

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