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McDonald Partners LLC

● SEC registered since 2005CRD 135414SEC# 801-64294Cleveland, OH
Export (members)
Ranks #2,362 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.29B
Fund GAV
$19.8M
Private funds
4
Employees
33
Accounts
2,024
Location
Cleveland, OH

McDonald Partners LLC assets under management

McDonald Partners LLC operates as an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 2005. It reports $1.3 billion in regulatory assets under management and employs 33 people. McDonald Partners LLC manages 4 private funds with combined gross assets of $19.8 million, including Eden Rock Montenegro LLC. By regulatory assets, it ranks 2,362 of 5,911 private fund managers.

McDonald Partners LLC private funds

4 funds · $19.8M GAV
FundTypeGross assetsMin.
Eden Rock Montenegro LLCPrivate Equity$13.2M$250K
Mp Dpi LLCPrivate Equity$3.9M$25K
Mp127 LLCPrivate Equity$1.5M$20K
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McDonald Partners LLC owners & executives

10 reported
NameTitleOwnershipSince
Arnold Beatty McDonald ControlCeo/Cfo/Muni Principal/Owner10-25%2008
Arnold Beatty McDonald ControlFinancial & Operations Principal10-25%2009
Brian Andrew McDonaldOwner10-25%2022
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Frequently asked questions

How much does McDonald Partners LLC manage?

McDonald Partners LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many private funds does McDonald Partners LLC manage?

McDonald Partners LLC manages 4 private funds with combined gross assets of $19.8 million.

How many employees does McDonald Partners LLC have?

McDonald Partners LLC reports 33 employees.

Where is McDonald Partners LLC located?

McDonald Partners LLC is based in Cleveland, OH and has been SEC-registered since 2005.

Does McDonald Partners LLC disclose fund performance?

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

Contact & registration

Address1301 East 9th Street, Suite 3700, Cleveland, OH 44114
Phone216-912-0567
Fax216-912-1461
Office hours8:00 Til 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$791.8M
Non-discretionary$495.7M
Total (RAUM)$1.29B

Service providers