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| McDonald Partners LLC
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| CRD # | 135414 |
| SEC # | 801-64294 |
| CIK # | 0001331074 |
| AUM | 1,279.3 M (2026-06-03) |
| Employees | 29 (100% Investors, 83% Brokers) |
| Fees | |
| Minimum | |
| Phone | 216-912-0567 |
| Address | 1301 East 9th Street Cleveland, OH 44114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001331074 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.3 | ||
| Microsoft Corp | 13.5 | ||
| Eaton Corp Ltd | 13.5 | ||
| J P Morgan Chase & Co | 12.2 | ||
| Lumentum Holdings Inc | 11.7 | ||
| AbbVie Inc | 8.8 | ||
| Phillips 66 | 8.2 | ||
| Citigroup Inc | 7.4 | ||
| Alphabet Inc | 7.4 | ||
| United Technologies Corp /DE/ | 7.1 | ||
| Johnson & Johnson | 7.1 | ||
| International Business Machines Corp | 6.7 | ||
| Bristol Myers Squibb Co | 6.6 | ||
| Amazon Com Inc | 6.3 | ||
| Thermo Fisher Scientific Inc | 6.1 | ||
| Alphabet Inc | 5.8 | ||
| Conocophillips | 5.8 | ||
| Amgen Inc | 5.6 | ||
| Broadcom Inc | 5.2 | ||
| Pentair Inc | 5.0 | ||
| Mueller Water Products Inc | 4.9 | ||
| Nvidia Corp | 4.7 | ||
| Textron Inc | 4.5 | ||
| Chevron Corp | 4.4 | ||
| Honeywell International Inc | 4.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | MPCF III LLC | [2020-03-30] | 1.5 M | 0.0 M |
| Offered $10,000,000 · Filed 2019-09-03 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $8,500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Eden Rock Montenegro LLC | [2019-03-29] | 1.4 M | 13.2 M |
| Offered $13,530,000 · Filed 2013-09-16 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining $12,100,000 · Duration One year or less · Commission $660,000 · Revenue Not Applicable | ||||
| PE | ERM Resort LLC | [2019-03-29] | 1.2 M | 1.2 M |
| Offered $1,200,000 · Filed 2016-01-20 (D) · Exemption 506(b) · Minimum $1,000 · Duration One year or less · Commission $60,000 · Revenue No Revenues | ||||
| PE | McDonald USAF LP | [2019-03-29] | 13.2 M | 0.0 M |
| Offered $25,000,000 · Filed 2011-12-02 (D) · Exemption 506 · Minimum $100,000 · Remaining $11,780,000 · Duration One year or less · Commission $98,520 · Net Assets $5,000,001 - $25,000,000 | ||||
| PE | MP127 LLC | [2019-03-29] | 1.5 M | 1.5 M |
| Offered $54,000,000 · Filed 2016-12-29 (D) · Exemption 506(b) · Minimum $20,000 · Remaining $52,480,000 · Duration One year or less · Revenue No Revenues | ||||
| PE | MPCF II LLC | [2019-03-29] | 3.4 M | 0.0 M |
| Offered $10,750,000 · Filed 2017-06-01 (D) · Exemption 506(b) · Minimum $10,750 · Remaining $7,320,000 · Duration One year or less · Revenue No Revenues | ||||
| PE | MPCF LLC | [2019-03-29] | 0.0 M | |
| Offered $10,500,000 · Filed 2016-06-15 (D) · Exemption 506(b) · Minimum $26,250 · Remaining $10,500,000 · Duration One year or less · Revenue No Revenues | ||||
| PE | MP DPI LLC | [2019-03-29] | 3.9 M | |
| Offered $10,000,000 · Filed 2014-09-16 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $25,000 · Remaining $10,000,000 · Duration More than one year · Revenue Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 838 | 484.5 |
| (b) Individuals (high net worth individuals) | 293 | 492.0 |
| (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 | 9 | 16.8 |
| (h) Charitable organizations | 13 | 63.4 |
| (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 | 13 | 202.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,765 | 1,279.3 |
| By Discretionary | ||
| Discretionary | 914 | 797.5 |
| Non-Discretionary | 851 | 481.8 |
| Total | 1,765 | 1,279.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,279.3 | |
| Total | 1,765 | 1,279.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Thomas McDonald | Executive Officer | 25 | 4 | |
| Rita Mansour | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001331074] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 8 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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|---|---|---|
|
Ellsworth Advisors LLC
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OH | 1,406.5 M |
|
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|
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|
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NJ | 1,280.7 M |
|
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|
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NJ | 1,223.2 M |
|
Element Pointe Advisors LLC
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FL | 1,218.4 M |