Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
McMillan Company operates as a multi-family office with locations across the U.S., providing customized investment management, family office services, and direct real estate advisory tailored to family needs. The firm emphasizes a collaborative, family-focused approach to wealth management.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
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