Institutional Overview

About McCovy Holdings

Institutional Treasury & Investment Platform

Platform Overview

McCovy Holdings, LLC serves as the centralized treasury and capital deployment platform for the McCovy enterprise. Owned by the McCovy Dynasty Trust, the platform provides unified liquidity management and coordinates capital allocation across affiliated operating companies and investment vehicles.

The platform's structure enables efficient treasury operations, consolidated financial reporting, and strategic capital deployment in accordance with the Trust's long-term investment mandate.

Investment Focus

01

Real Estate

Stabilized real estate holdings with long-term contracted cash flows and institutional-grade tenants.

02

Royalty Streams

Diversified royalty and revenue participation interests across multiple sectors and geographies.

03

Strategic Acquisitions

Targeted acquisitions aligned with long-term capital preservation and growth objectives.

All investment decisions are made in accordance with formal treasury governance policies and the fiduciary oversight of the McCovy Dynasty Trust.

Governance

McCovy Holdings, LLC operates under the governance oversight of the McCovy Dynasty Trust. Treasury policies, capital allocation frameworks, and investment guidelines are established at the Trust level to ensure consistency and alignment across all affiliated entities.

The platform does not engage in consumer-facing operations or public solicitation. All activities are institutional in nature.