9AT: MCRAE CAPITAL MANAGEMENT INC.

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 01/08/1981
ADV Location	MORRISTOWN, NJ, United States
Contact Info	973 xxxxxxx
Websites

AUM^*	795,025,614 13%
of that, discretionary	795,025,614 13%
Number of Employees	8 14%
of those in investment advisory functions	5 25%
Private Fund GAV^*	0
Avg Account Size	969,543 13%
% High Net Worth	89.76% 1%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser C.J. LAWRENCE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM591.5m	#Funds-
Adviser BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM45.0m	#Funds-
Adviser TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM113.7m	#Funds-
Adviser RUNDE & CO. LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM209.5m	#Funds-
Adviser FAIRVIEW CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.0b	#Funds-
Adviser LIND CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM235.0m	#Funds-
Adviser WILKINS INVESTMENT COUNSEL, INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser STONEBRIDGE WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM154.6m	#Funds-
Adviser ALAMAR CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM260.3m	#Funds-
Adviser POWER ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM175.0m	#Funds-

Brochure Summary

Overview

MCM was founded in 1981 and has been registered with the SEC as an investment adviser since 1981. The principal owners of the Registrant are Roderick McRae III and Peter James McRae. MCM provides discretionary investment management to separate account clients based on the individual needs of each client. MCM requires that each client complete a written investment advisory agreement to set forth the terms under which MCM shall manage the client account(s). In addition, MCM discusses with clients, specific investment objectives and/or restrictions, mutually agreed upon asset allocation between equities, fixed income, and money funds, and the types of investments that shall be held by the client. Clients may impose restrictions on their account based on specific securities,

security type, or industry type, among others. MCM also provides certain financial planning services to its clients. Roderick McRae III and Peter McRae have both received the Certified Financial Planning (“CFP”) designation. CFPs must pass a comprehensive exam covering financial planning, taxes, insurance, estate planning, retirement planning, and investment planning. CFPs must also complete continuing education programs to maintain their certification status. MCM does not charge additional fees for its financial planning services; such services are included as part of its investment advisory services. MCM does not participate in wrap fee programs. As of December 31, 2023, MCM managed $701,547,037 on a discretionary basis on behalf of 818 clients.

MCRAE CAPITAL MANAGEMENT INC.

MCRAE CAPITAL MANAGEMENT INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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MCRAE CAPITAL MANAGEMENT INC. MCRAE CAPITAL MANAGEMENT INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

MCRAE CAPITAL MANAGEMENT INC.

MCRAE CAPITAL MANAGEMENT INC.