Regulatory Information

Firm Information

MCO Capital Partners LLC is organized as a Connecticut limited liability company. MCO provides investment strategy consulting and outsourced investment office support. Service availability and the legal characterization of a particular engagement depend on the scope of services, client type, jurisdiction, and applicable exemptions or registration requirements.

Written Engagement Terms

Before services begin, prospective clients receive written terms describing the mandate, decision authority, fees, responsibilities, conflicts, termination rights, and applicable disclosures. No person should rely on this website as a substitute for those engagement-specific documents.

Custody and Assets

MCO does not request that prospective clients transfer assets through this website. Custody, trading authority, and implementation responsibilities—if any—are addressed explicitly in the applicable written agreement and through qualified financial institutions.

Jurisdictional Limitations

MCO offers services only where permitted by applicable law. Nothing on this website should be interpreted as an offer in a jurisdiction where such an offer would be unlawful or require action that has not been completed.

Verification

Prospective clients should request current firm disclosures and independently verify any registration or professional credential relevant to the contemplated engagement. Questions may be directed to msharma@mcocapitalpartners.com.