Overview
A. MPC Capital Advisors, LLC (“MPC”) has been in business since March 2010. MPC is a
New York Limited Liability Company (LLC).
B. MPC’s primary business is of a consulting and educational nature only. MPC provides
comprehensive investment management consulting services to sponsors of investment
programs. In this capacity MPC does not act as a conventional money manager offering
discretionary or advisory asset management. In its consulting role MPC offers assistance
in the following general areas: (1) The development of long-term strategic asset
allocation policy, (2) The development and maintenance of investment policies and
guidelines, (3) The selection of investment managers/investment funds, (4) the
monitoring and evaluation of sponsored portfolios, (5) Setting policies concerning certain
administrative and program implementation functions, such as custody, brokerage,
securities lending, compliance controls etc., (6) Customized client educational programs.
Additionally, MPC presents investment performance reports to clients or to its clients’
Investment Committees on at least a quarterly basis. MPC may also assist client and/or
the client’s Investment Committee with regular review and updates of Investment Policy
Statements including asset allocation, investment manager selection, and selection of
appropriate benchmarks. Other services provided may include custodian review and
analysis, ongoing research and education and portfolio manager searches, including non-
traditional
asset classes.
At no time will MPC have any discretion to make any changes to the clients’ portfolios
individual investments, to its overall structure or to its investment managers. MPC
agrees to provide appropriate and timely disclosure pertaining to any other relationships
in which MPC has a financial interest or receives compensation.
C. MPC customizes its services for each client. Thus, fees may vary significantly from
client to client. Our fees are determined by the services required, the complexity of tasks
involved, the time required, the amount of assets, and the nature of the relationship. Fees
can be paid as a percentage of assets or a retainer fee. Clients are generally billed
quarterly, in advance. Generally, the minimum account size is $30,000,000 and /or a
minimum fee of $70,000 per year. All fees are negotiable. Following the first week after
signing of our contract, clients may terminate the contract with between 30 and 90 days
written notice and receive a refund of fees for services not yet rendered. The length of
time required for notification of termination is negotiated and can vary from client to
client.
P a g e | 5
D. MPC does not participate in wrap fee programs by providing portfolio management
services.
E. As of December 31, 2023, MPC was managing no client accounts on a discretionary
basis and 32 client accounts on a non-discretionary, consultative basis with ~total assets
under consultation of $15,361,929,606.
P a g e | 6