MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

7255 Woodmont Avenue,
Suite 300
Bethesda, Maryland 20814
Tel: 301-760-7600

About MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC. The firm was established in 11/28/2016. They have over 2 offices throughout the country.

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC is a Bethesda, Maryland based Financial Planning firm with nearly $8,218,827,035 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 320 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285820
SEC#	801-108694
Assets Managed by Firm	$8,218,827,035
No. of Clients	14
No. of Advisors	320

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	14	$8,218,827,035

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