PPrivate Fund Data Log in Join · $37/mo

McDonald Capital Investors Inc

● SEC registered since 1982CRD 105562SEC# 801-17866Orinda, CA
Export (members)
Reg. AUM
$1.87B
Employees
5
Accounts
91
Location
Orinda, CA

McDonald Capital Investors Inc assets under management

McDonald Capital Investors Inc operates as an SEC-registered investment adviser based in Orinda, CA. The firm has been registered since 1982. It reports $1.9 billion in regulatory assets under management and employs 5 people.

McDonald Capital Investors Inc owners & executives

4 reported
NameTitleOwnershipSince
Andrew J. McDonald ControlPresident25-50%1982
Linda M. Udall ControlChief Compliance OfficerUnder 5%2004
Thomas Fahr SteyerShareholder10-25%1994
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does McDonald Capital Investors Inc manage?

McDonald Capital Investors Inc reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does McDonald Capital Investors Inc have?

McDonald Capital Investors Inc reports 5 employees.

Where is McDonald Capital Investors Inc located?

McDonald Capital Investors Inc is based in Orinda, CA and has been SEC-registered since 1982.

Does McDonald Capital Investors Inc disclose fund performance?

McDonald Capital Investors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4 Orinda Way, Suite 120-D, Orinda, CA 94563
Phone925-258-5401
Fax925-258-1324
Office hours8 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.87B
Non-discretionary$0
Total (RAUM)$1.87B