|
⚲
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| McDonald Capital Investors Inc
✚
|
|
|---|---|
| CRD # | 105562 |
| SEC # | 801-17866 |
| CIK # | |
| AUM | $1.4 BB (2023-03-30) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 925-258-5401 |
| Address | 4 Orinda Way Orinda, CA 94563 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | North Star Hedge Fund LP | 2012-03-30 | 143.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.5 |
| (b) Individuals (high net worth individuals) | 70 | 770.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 313.3 |
| (g) Pension and profit sharing plans | 3 | 116.9 |
| (h) Charitable organizations | 10 | 198.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 91 | 1,401.9 |
| By Discretionary | ||
| Discretionary | 91 | 1,401.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 91 | 1,401.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,401.9 | |
| Total | 91 | 1,401.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Basso Capital Management LP
✚
|
CT | 1.5 |
|
Cyndeo Wealth Partners LLC
✚
|
FL | 1.5 |
|
Quantinno Capital Management LP
✚
|
NY | 1.4 |
|
Reliant Investment Management LLC
✚
|
TN | 1.4 |
|
Anfield Capital Management LLC
✚
|
CA | 1.4 |
|
ES Barr & Company
✚
|
KY | 1.4 |
|
Check Capital Management Inc
✚
|
CA | 1.4 |
|
Asset Value Investors Limited
✚
|
1.4 | |
|
ARS Investment Partners LLC
✚
|
NY | 1.4 |
|
Easterly Investment Partners LLC
✚
|
MA | 1.3 |