McDonald Partners LLC

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Assets, Funds, Holdings

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McDonald Partners LLC
CRD #135414
SEC #801-64294
CIK #
AUM $1.1 BB (47% Disc, 100% US)
Employees53 (92% Investors, 92% Brokers)
Phone216-912-0567
Address1301 East 9th Street
Cleveland, OH 44114
Links IAPDexternal Websiteexternal Facebookexternal
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE MPCF II LLC 2017-06-01external
3.4
13.1
PE Mp127 LLC 2016-12-29external
1.5
1.8
PE MPCF LLC 2016-06-15external
0.0
12.0
PE ERM Resort LLC 2016-01-20external
1.2
1.5
PE MP DPI LLC 2014-09-16external
0.0
1.3
PE Eden Rock Montenegro LLC 2013-09-16external
1.4
13.2
PE McDonald USAF LP 2011-12-02external
13.2
0.0
View All
Fund Directors # Filings # Firms
Thomas McDonald 7 2
Rita Mansour 1 1
Comparable Firms State AUM ($BB)
Palisades Hudson Asset Management LP
FL
1.3
North American Management Corp
MA
1.3
Venturi Wealth Management LLC
TX
1.2
Cynosure Management LLC
UT
1.2
Permit Capital Advisors LLC
PA
1.1
Abacus Planning Group Inc
SC
1.0
Squadron Capital Advisors Limited
1.0
Tailwind Advisors LLC
TX
1.0
View Capital RIA LP
TX
1.0
Sectoral Asset Management Inc
0.9