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| Happy Holidays!! thanks for using AUM13F!! |
| McDonald Capital Investors Inc
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|---|---|
| CRD # | 105562 |
| SEC # | 801-17866 |
| CIK # | |
| AUM | $1.9 B (2025-03-28) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 925-258-5401 |
| Address | 4 Orinda Way Orinda, CA 94563 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | North Star Hedge Fund LP | 2012-03-30 | 143.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 3.7 |
| (b) Individuals (high net worth individuals) | 72 | 1,085.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 379.9 |
| (g) Pension and profit sharing plans | 1 | 163.1 |
| (h) Charitable organizations | 9 | 234.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 91 | 1,866.5 |
| By Discretionary | ||
| Discretionary | 91 | 1,866.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 91 | 1,866.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,866.5 | |
| Total | 91 | 1,866.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Investment House LLC
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|
CA | 2.0 |
|
Forza Investment Group LP
✚
|
NJ | 1.9 |
|
Summit Global Investments LLC
✚
|
UT | 1.9 |
|
Weatherbie Capital LLC
✚
|
MA | 1.9 |
|
Okabena Investment Services Inc
✚
|
MN | 1.8 |
|
Peconic Partners LLC
✚
|
NY | 1.8 |
|
Boreal Capital Management LLC
✚
|
FL | 1.8 |
|
Merricks Capital PTY Ltd
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|
1.8 | |
|
Spyglass Capital Management LLC
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|
CA | 1.8 |
|
Anfield Capital Management LLC
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|
CA | 1.8 |