MCDOWELL ASSOCIATES INVESTMENTS, LP

CRD 167710

327 W. PITTSBURGH STREET, GREENSBURG, PA, 15601, United States

Phone

(412) 860-6078

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$23.0M

Discretionary AUM

$18.5M

Team

3 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Partnership

Filing date

2026-03-10

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)

Type	Clients	AUM
Individuals	140	$11.0M
High net worth individuals	12	$7.0M

Official SEC filing: View on IAPD