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McRae Capital Management
Rod McRae established the firm in 1981 following an earlier partnership and prior roles at Irving Trust and Glore Forgan Staats. Second-generation partners...
McRae Capital Management
Rod McRae established the firm in 1981 following an earlier partnership and prior roles at Irving Trust and Glore Forgan Staats. Second-generation partners Roderick McRae III and Peter McRae now lead day-to-day operations. The firm provides investment management and financial planning to individual and institutional clients. McRae constructs portfolios of stocks and bonds with a primary goal of capital preservation. It allocates across commodities, digital assets, and philanthropic vehicles while avoiding hedge funds. Geographic exposure spans North America, Europe, Asia, Africa, the Middle East, South America, and Oceania. The firm executes through direct holdings rather than fund commitments. Nine professionals operate from the Morristown headquarters. Joseph Abilo joined as investment analyst in 2024. Adjacent vehicles include the Fred Fatzler Foundation. Roderick McRae III has served on the board of the New Jersey State Golf Association and as Green Chairman at Baltusrol Golf Club. The firm remains a fee-only advisor with no broker commissions. Investment decisions stay within the founding family, creating direct accountability between principals and clients across generations.
General information
Firm type
Multi Family Office
Year founded
1981
AUM
816 (Altss estimate)
Location
Region
North America
Country
United States
City
Morristown
Corporate office
230 Madison Avenue, Morristown, NJ 07960
Principals
Rod McRae
Founder and President Emeritus
Roderick McRae III
Managing Partner
Peter McRae
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at McRae Capital Management?
Roderick McRae III and Peter McRae serve as managing partners. Founder Rod McRae remains President Emeritus. The three family members oversee portfolio construction and client mandates.
Does McRae Capital Management participate in fund commitments or only direct deals?
The firm builds portfolios through direct holdings of stocks, bonds, commodities, and digital assets. It does not commit to external hedge funds.
Where does the underlying wealth come from?
The firm originated as the McRae family's own advisory business. It now serves additional high-net-worth families and institutions on a fee-only basis.
What investment stages does McRae Capital Management typically target?
The firm focuses on long-term holdings in public equities and fixed income. It does not publish stage-specific mandates for private investments.
How is McRae Capital Management related to its philanthropic structures?
The firm maintains the Fred Fatzler Foundation as a separate vehicle. Peter McRae serves on the board of the Foundation for Morristown Medical Center investment subcommittee.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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