The MCDONALD PARTNERS is a privately held investment adviser that advises $1.28Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MCDONALD PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 5.34% over the last 5-years.
The Group has been registered with the SEC for 21.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 1301 EAST 9TH STREET SUITE 3700, CLEVELAND, OHIO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 29 employees comprised of 29 investment and 0 non-investment staff. The total number of Employees decreased by 32.56% over the last 5-years.
Their $1.28Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 35 other accounts. Assets of High Net Worth Individuals clients own $491.98mn or 38.46% of Total Assets and Individuals own $484.53mn or 37.88% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $19.83mn in assets.
The Group discloses fixed fees and management fees.
MCDONALD PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.