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| Happy Holidays!! thanks for using AUM13F!! |
| McDonald Partners LLC
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| CRD # | 135414 |
| SEC # | 801-64294 |
| CIK # | 0001331074 |
| AUM | $1.3 B (2025-04-17) |
| Employees | 33 (100% Investors, 97% Brokers) |
| Phone | 216-912-0567 |
| Address | 1301 East 9th Street Cleveland, OH 44114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 22.5 | ||
| Eaton Corp Ltd | 14.2 | ||
| Apple Inc | 14.0 | ||
| J P Morgan Chase & Co | 10.9 | ||
| United Technologies Corp /DE/ | 7.3 | ||
| Oracle Corp | 7.0 | ||
| Nvidia Corp | 6.9 | ||
| Broadcom Inc | 6.8 | ||
| Amgen Inc | 5.9 | ||
| Amazon Com Inc | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | MPCF III LLC | [2020-03-30] | 1.5 | 0.0 |
| PE | Eden Rock Montenegro LLC | [2019-03-29] | 1.4 | 13.2 |
| PE | ERM Resort LLC | [2019-03-29] | 1.2 | 1.2 |
| PE | McDonald USAF LP | [2019-03-29] | 13.2 | 0.0 |
| PE | Mp127 LLC | [2019-03-29] | 1.5 | 1.5 |
| PE | MPCF II LLC | [2019-03-29] | 3.4 | 0.0 |
| PE | MPCF LLC | [2019-03-29] | 0.0 | 0.0 |
| PE | MP DPI LLC | [2019-03-29] | 0.0 | 3.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 967 | 515.8 |
| (b) Individuals (high net worth individuals) | 340 | 522.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 19.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 77.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 151.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,024 | 1,287.5 |
| By Discretionary | ||
| Discretionary | 1,111 | 791.8 |
| Non-Discretionary | 913 | 495.7 |
| Total | 2,024 | 1,287.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,287.5 | |
| Total | 2,024 | 1,287.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Thomas McDonald | 25 | ||
| Rita Mansour | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001331074] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Curated Wealth Partners LLC
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|
CA | 1.4 |
|
Aegis Capital Corp
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NY | 1.4 |
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Sargent Investment Group LLC
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MD | 1.3 |
|
Marble Harbor Investment Counsel LLC
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MA | 1.3 |
|
Florence Capital Advisors LP
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1.3 | |
|
Newport Capital Group LLC
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NJ | 1.2 |
|
Hunter Associates Investment Management LLC
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|
PA | 1.2 |
|
Ellsworth Advisors LLC
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|
OH | 1.2 |
|
Ironview Capital Management LLC
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|
PA | 1.1 |
|
Henry H Armstrong Associates Inc
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|
PA | 1.1 |