RIA Intel›Advisers›Maryland›MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

Hybrid

N·BETHESDA, MD

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM

$7.0B

1-Year AUM Growth

0.0%

3-Year CAGR

+14.9%

Employees

66

Assets Under Management

Total AUM$7.0B

Discretionary AUM$6.2B

Non-Discretionary AUM$884M

Discretionary %87.5%

Total Clients12

Team

Total Employees66

Investment Advisers324

Employee Growth (1Y)-38.9%

Private Funds

Number of Private Funds4

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record17

First FilingNov 11, 2016

Latest FilingJan 30, 2026

🔒 Full AUM trend chart and 17 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.