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750 Kearns Blvd Suite 295, Park City, UT 84060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2016-12-15 |
| NH | RA | APPROVED | 2002-11-13 |
| MA | RA | APPROVED | 2000-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcg Capital Mgt, Inc. | Winchester | MA | 09/2000 | Present |
| Ceros Financial Services, Inc. | Rockville | MD | 11/2022 | Present |
1)Michael Giese is an owner of North Trail Capital, LLC. MCG Capital Management, LLC is the adviser to North Trail Capital, LLC, the General Partner of North Trail Partners, LP, a private investment partnership available to accredited investors and suitable for taxable accounts. 2)Michael Giese is an owner of North Trail Capital II, LLC. MCG Capital Management, LLC is also the adviser to North Trail Capital II, LLC, the General Partner of North Trail Partners II, LP, a private investment partnership available to accredited investors and suitable for Individual Retirement Accounts (IRAs) and Non-Profit organizations. 3)MCG Capital Management, LLC; Investment-Related; Park City, UT; Adviser to two private investment partnerships: North Trail Partners, LP and North Trail Partners II, LP; Adviser to General Partners; Partner; approximately 160 hrs/mo; approximately 120 hrs/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 2000-09-11 |
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