RIA Intelligence

MCCUTCHEN GROUP LLC

CRD #143309 SEC #801-67647 SEATTLE, WA 206-816-6850
SEC Registered Private Funds
Total AUM
$3.9B
Discretionary
$2.7B
Employees
21
Clients
51
Accounts
1,186

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 1, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HUNT, SARA, MICHIEF COMPLIANCE OFFICERNA Control
HUNT, SARA, MICHIEF COMPLIANCE OFFICERNA Control
HUNT, SARA, MICHIEF COMPLIANCE OFFICERNA Control
LEAPTROT, SETH, DAVID PIERCEICHIEF COMPLIANCE OFFICERNA Control
LEAPTROT, SETH, DAVID PIERCEICHIEF COMPLIANCE OFFICERNA Control
LEAPTROT, SETH, DAVID PIERCEICHIEF COMPLIANCE OFFICERNA Control
LEAPTROT, SETH, DAVID PIERCEICHIEF COMPLIANCE OFFICERNA Control
LEAPTROT, SETH, DAVID PIERCEICHIEF COMPLIANCE OFFICERNA Control
LEAPTROT, SETH, DAVID PIERCEICHIEF COMPLIANCE OFFICERNA Control
LEAPTROT, SETH, DAVID PIERCEICHIEF COMPLIANCE OFFICERNA Control
LEAPTROT, SETH, DAVID PIERCEICHIEF COMPLIANCE OFFICERNA Control
LEAPTROT, SETH, DAVID PIERCEICHIEF COMPLIANCE OFFICERNA Control
LEAPTROT, SETH, DAVID PIERCEICHIEF COMPLIANCE OFFICERNA Control
MCCUTCHEN, MATTHEW, BROOKSICHIEF EXECUTIVE OFFICERNA Control
MCCUTCHEN, MATTHEW, BROOKSICHIEF EXECUTIVE OFFICERNA Control
MCCUTCHEN, MATTHEW, BROOKSICHIEF EXECUTIVE OFFICERNA Control
MCCUTCHEN, MATTHEW, BROOKSICHIEF EXECUTIVE OFFICERNA Control
MILLER, SHAUN, MICHAELICHIEF INVESTMENT OFFICERNA Control
MILLER, SHAUN, MICHAELICHIEF INVESTMENT OFFICERNA Control
MILLER, SHAUN, MICHAELICHIEF INVESTMENT OFFICERNA Control
MILLER, SHAUN, MICHAELICHIEF INVESTMENT OFFICERNA Control
NAKAMURA, LARRY, TRISTONICHIEF COMPLIANCE OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
TAYLOR, SARA, MICHIEF COMPLIANCE OFFICERNA Control
TAYLOR, SARA, MICHIEF COMPLIANCE OFFICERNA Control
TAYLOR, SARA, MICHIEF COMPLIANCE OFFICERNA Control
TAYLOR, SARA, MICHIEF COMPLIANCE OFFICERNA Control
TAYLOR, SARA, MICHIEF COMPLIANCE OFFICERNA Control
TAYLOR, SARA, MICHIEF COMPLIANCE OFFICERNA Control
TAYLOR, SARA, MICHIEF COMPLIANCE OFFICERNA Control
TAYLOR, SARA, MICHIEF COMPLIANCE OFFICERNA Control
CI PRIVATE WEALTH US LLCDEOWNERE Control
CI PRIVATE WEALTH US LLCDEOWNERE Control
CI PRIVATE WEALTH US LLCDEOWNERE Control
CI PRIVATE WEALTH, LLCDEOWNERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERE Control
MCCUTCHEN, WENDYIMEMBERC Control
MG2020 LLCDEMEMBERC Control
MG2020 LLCDEMEMBERC Control
MG2021 LLCDEMEMBERC Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERB Control
MCCUTCHEN, MATTHEW, BROOKSIMANAGING MEMBERB Control
MG2020 LLCDEMEMBERA Control
MG2021 LLCDEMEMBERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SOUTH DAKOTA TRUST COMPANY LLCDEMM FAMILY 2020 TRUSTF Control
CI FINANCIAL CORP.FECI US HOLDING INCE Control
CI FINANCIAL CORP.FECI US HOLDING INCE Control
CI FINANCIAL CORP.FECI US HOLDING INCE Control
CI FINANCIAL CORP.FECI US HOLDING, INCE Control
CI PRIVATE WEALTH HOLDINGS, LLCDECI PRIVATE WEALTH US LLCE Control
CI PRIVATE WEALTH HOLDINGS, LLCDECI PRIVATE WEALTH US LLCE Control
CI PRIVATE WEALTH HOLDINGS, LLCDECI PRIVATE WEALTH US LLCE Control
CI US HOLDING INCDECI US, LLCE Control
CI US HOLDING INCDECI US, LLCE Control
CI US HOLDING INCDECI US, LLCE Control
CI US HOLDING, INCDECIPW HOLDINGS, LLCE Control
CI US, LLCDECI PRIVATE WEALTH HOLDINGS, LLCE Control
CI US, LLCDECI PRIVATE WEALTH HOLDINGS, LLCE Control
CI US, LLCDECI PRIVATE WEALTH HOLDINGS, LLCE Control
CIPW HOLDINGS, LLCDECI PRIVATE WEALTH, LLCE Control
MGROUP TRUSTDEMG2021 LLCE Control
MGROUP TRUSTDEMG2021 LLCE
MM FAMILY 2020 TRUSTDEMG2020 LLCE Control
MM FAMILY 2020 TRUSTDEMG2020 LLCE Control
MM FAMILY 2020 TRUSTDEMG2020 LLCE

Registrations

Federal

IA
Mar 1, 2023 REGISTERED

Notice Filings (3)

CA NY WA

Address

925 FOURTH AVENUE, SUITE 2288
SEATTLE, WA 98104
United States
Phone: 206-816-6850