Midcap Financial Services Capital Management, LLC
● SEC registered since 2016CRD 285820SEC# 801-108694Bethesda, MD
Ranks #1,040 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$7.27B
Fund GAV
$2.49B
Private funds
5
Employees
360
Accounts
12
Location
Bethesda, MD
Midcap Financial Services Capital Management, LLC assets under management
Midcap Financial Services Capital Management, LLC is an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2016. It reports $7.3 billion in regulatory assets under management and employs 360 people. Midcap Financial Services Capital Management, LLC manages 5 private funds with combined gross assets of $2.5 billion, including Woodmont 2022-9 Trust. By regulatory assets, it ranks 1,040 of 6,004 private fund managers.
Midcap Financial Services Capital Management, LLC private funds
5 funds · $2.49B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Woodmont 2022-9 Trust | Securitized Asset | $628M | $250K |
| Woodmont 2023-12 LP | Securitized Asset | $608.2M | $1.4M |
| Woodmont 2025-14, LP | Securitized Asset | $500M | $1.4M |
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Join to unlock · $37/moMidcap Financial Services Capital Management, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Daniel O'Dea Control | Managing Director | Under 5% | 2017 |
| Joshua David Groman Control | Chief Executive Officer | Under 5% | 2026 |
| Lisa Jean Lenderman Control | General Counsel | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Midcap Financial Services Capital Management, LLC manage?
Midcap Financial Services Capital Management, LLC reports $7.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Midcap Financial Services Capital Management, LLC manage?
Midcap Financial Services Capital Management, LLC manages 5 private funds with combined gross assets of $2.5 billion.
How many employees does Midcap Financial Services Capital Management, LLC have?
Midcap Financial Services Capital Management, LLC reports 360 employees.
Where is Midcap Financial Services Capital Management, LLC located?
Midcap Financial Services Capital Management, LLC is based in Bethesda, MD and has been SEC-registered since 2016.
Does Midcap Financial Services Capital Management, LLC disclose fund performance?
Midcap Financial Services Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7255 Woodmont Avenue,, Suite 300, Bethesda, MD 20814 |
| Phone | 301-760-7600 |
| Fax | 301-941-1450 |
| Office hours | 9:00a.m. To 5:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$7.27B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
AUM vs fund managersTop 17%
Larger than 83% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$7.27Bregulatory AUM
Discretionary $4.78BNon-discretionary $2.49B
Service providers
Custodian
Administrator