# McRae Capital Management

McRae Capital Management is a Multi Family Office based in Morristown, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Morristown, United States
- **Region:** North America
- **Address:** 230 Madison Avenue, Morristown, NJ 07960
- **Founded:** 1981
- **Assets under management:** 816 (Altss estimate)
- **Website:** mcraecapital.com
- **LinkedIn:** https://www.linkedin.com/company/mcrae-capital-management

## Regulatory record

- **CRD number:** 104567
- **SEC file number:** 801-15717
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104567

## About

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.

## Sectors

- Digital Health
- Healthcare Services
- AI/ML
- Biotech
- Semiconductors

## People

- Rod McRae — Founder and President Emeritus
- Roderick McRae III — Managing Partner
- Peter McRae — Managing Partner

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mcrae-capital-management

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