Mutual Capital Investment Advisors

Private Equity Exempt reporting adviser

Legal name: Mutual Capital Investment Advisors, LLC

Wyalusing, PA Website

AUM

$73.9M
Private fund assets

Private funds

3
Private Equity 3

Private fund assets

$73.9M
Gross asset value

Employees

—

Last Form D raise

Jan 2022
Most recent fund filing

From SEC Form ADV filing (filed Mar 25, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

J
Jason Wolfe
President and Chief Executive Officer
Source: SEC Form ADV

Funds(3)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Mutual Capital Investment Fund, LPPrivate Equity$33.0M$23.5M6Jan 2022Cold
Mutual Capital Parallel Fund (1), L.P.Private Equity$22.6M———
Mutual Capital Parallel Fund (2), L.PPrivate Equity$18.4M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
314734
SEC file number
802-121756

Sources