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Mutual Capital Investment Advisors, LLC
Mutual Capital Investment Advisors, LLC invests its own or fund capital, without a clearly stated strategy, from United States. It states a focus on financial services.
Stated investment criteria
What Mutual Capital Investment Advisors, LLC says it buys
Read from Mutual Capital Investment Advisors, LLC’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Nothing here is a commitment by Mutual Capital Investment Advisors, LLC to consider any particular business, and nothing on this page is represented as being for sale.
SEC filings
What Mutual Capital Investment Advisors, LLC has raised
From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.
| Vehicles filed | 1 |
| Total capital raised | $24m |
| Largest single vehicle | $24m |
| Filing history | 2021 |
| Smallest accepted commitment | $1m |
| Filed from | PENNSYLVANIA |
Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.
Regulatory record
How Mutual Capital Investment Advisors, LLC is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | Exempt reporting adviser |
| Regulatory assets under management | Not reported by an ERA |
| Private funds advised | 3 · $74m gross |
| SEC adviser number | CRD 314734 |
An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.
Valuation context
Transaction values in Financial Services
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