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McLean Capital provides disciplined, transparent portfolio management, offering investment funds focused on growing and protecting client wealth. The firm's conservative, value-oriented philosophy deeply grounds itself in Warren Buffett and Benjamin Graham's principles. This approach emphasizes capital preservation, utilizing selected, diversified securities through rigorous, committee-based decisions for consistent execution.
Ian McLean, a CFA and ASA, founded McLean Capital in 2014, licensed in 2015. His inspiration for value investment philosophies emerged in 2007. Ian’s analytical background, from actuarial mathematics and Desjardins Insurance experience, underpins the firm’s strategy. Lauren McLean, also a CFA, is a key contributor.
The firm serves investors seeking professional financial asset management, offering tailored portfolio solutions. McLean Capital's mission centers on cultivating savings, safeguarding capital, and enhancing outcomes by mitigating risks and acquiring high-quality assets. The company aims for wealth appreciation through a transparent fee structure, guided by its foundational values.
McLean Capital has 1 tracked investment across 1 company. The latest tracked deal is $4.0M Seed in Kovr.ai in May 2025.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| May 1, 2025 | Kovr.ai | $4.0M Seed | Andrew Magliochetti, Brandon Farwell | FPV Fund, OODA Ventures, Race Capital, Bradley Horowitz, Charles Zedlewski, DJ Patil, Jacob Kerzner, Jeff Hammerbacher, Stewart Butterfield, Hack Factory |
