Allocator Index · CRD 135414

MCDONALD PARTNERS LLC

Cleveland, OH · 216-912-0567 · linkedin.com/company/mcdonald-partners/

SEC IAPD record ↗

Fit score

72

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

293

Other individuals

838

HNW assets

$492.0M

Total AUM

$1.28B

Employees

29

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
EDEN ROCK MONTENEGRO LLCPrivate Equity Fund$13.2M
MP DPI LLCPrivate Equity Fund$3.9M
MP127 LLCPrivate Equity Fund$1.5M
ERM RESORT LLCPrivate Equity Fund$1.2M