Investment adviser · CRD 314734

MUTUAL CAPITAL INVESTMENT ADVISORS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

WYALUSING, PA, United States · Form ADV filed Mar 25, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MUTUAL CAPITAL INVESTMENT FUND, LPPrivate Equity Fund · Last reported Mar 25, 2026$33MGross asset value

Form D fundraising filings

Mutual Capital Investment Fund, LP

Fund administrator OPUS FUND SERVICES LLC NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BROWN SCHULTZ SHERIDAN & FRITZ, P.C. HANOVER, Pennsylvania, United States
Marketer GRIFFIN FINANCIAL GROUP, LLC READING, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

BROWN SCHULTZ SHERIDAN & FRITZ, P.C.
PCAOB 3237

Fund details & source
Fund ID
805-6962091993
Reported beneficial owners
22
Minimum commitment
$1M
Form D file number
021-429693

Form ADV 2077526 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MUTUAL CAPITAL PARALLEL FUND (1), L.P.Private Equity Fund · Last reported Mar 25, 2026$22.6MGross asset value
Fund administrator OPUS FUND SERVICES LLC NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BROWN SCHULTZ SHERIDAN & FRITZ, P.C. HANOVER, Pennsylvania, United States
Marketer GRIFFIN FINANCIAL GROUP, LLC READING, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

BROWN SCHULTZ SHERIDAN & FRITZ, P.C.
PCAOB 3237

Fund details & source
Fund ID
805-2851832614
Reported beneficial owners
9
Minimum commitment
$1M

Form ADV 2077526 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MUTUAL CAPITAL PARALLEL FUND (2), L.PPrivate Equity Fund · Last reported Mar 25, 2026$18.4MGross asset value
Fund administrator OPUS FUND SERVICES LLC NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BROWN SCHULTZ SHERIDAN & FRITZ, P.C. HANOVER, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

BROWN SCHULTZ SHERIDAN & FRITZ, P.C.
PCAOB 3237

Fund details & source
Fund ID
805-7055080758
Reported beneficial owners
8
Minimum commitment
$1M

Form ADV 2077526 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

41908 ROUTE 6
WYALUSING, PA, 18853, United States

CRD 314734

Filing source

Form ADV 2077526 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.