McDonald Partners LLC

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Assets, Funds, Holdings

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CAFR Data
McDonald Partners LLC
CRD #135414
SEC #801-64294
CIK #
AUM $1.1 BB (47% Disc, 100% US)
Employees53 (92% Investors, 92% Brokers)
Phone216-912-0567
Address1301 East 9th Street
Cleveland, OH 44114
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
1370109682254827402004200920152021
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE MPCF II LLC [2017-06-01] 3.4 13.1
PE Mp127 LLC [2016-12-29] 1.5 1.8
PE MPCF LLC [2016-06-15] 0.0 12.0
PE ERM Resort LLC [2016-01-20] 1.2 1.5
PE MP DPI LLC [2014-09-16] 0.0 1.3
PE Eden Rock Montenegro LLC [2013-09-16] 1.4 13.2
PE McDonald USAF LP [2011-12-02] 13.2 0.0
View All
Fund Directors # Filings # Firms 2011 - 2020
Thomas McDonald 8 2
Rita Mansour 1 1
Comparable Firms State AUM ($BB)
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MA 1.3
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MA 1.2
Venturi Wealth Management LLC
TX 1.2
Cynosure Management LLC
UT 1.2
Permit Capital Advisors LLC
PA 1.1
Glickenhaus & Co
NY 1.1
Abacus Planning Group Inc
SC 1.0
Tailwind Advisors LLC
TX 1.0
View Capital RIA LP
TX 1.0
Sectoral Asset Management Inc
0.9
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