McDonald Partners LLC
● SEC registered since 2005CRD 135414SEC# 801-64294Cleveland, OH
Ranks #2,712 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.28B
Fund GAV
$19.8M
Private funds
4
Employees
29
Accounts
1,765
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 29 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 2,712 of 6,004 private fund managers.
McDonald Partners LLC private funds
4 funds · $19.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Eden Rock Montenegro LLC | Private Equity | $13.2M | $250K |
| Mp Dpi LLC | Private Equity | $3.9M | $25K |
| Mp127 LLC | Private Equity | $1.5M | $20K |
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Join to unlock · $37/moMcDonald Partners LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arnold Beatty McDonald Control | Ceo/Cfo/Muni Principal/Owner | 10-25% | 2008 |
| Arnold Beatty McDonald Control | Financial & Operations Principal | 10-25% | 2009 |
| Brian Andrew McDonald | Owner | 10-25% | 2022 |
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Join to unlock · $37/moFrequently 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 29 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
| Address | 1301 East 9th Street, Suite 3700, Cleveland, OH 44114 |
| Phone | 216-912-0567 |
| Fax | 216-912-1461 |
| Office hours | 8:00 Til 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.28B▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
AUM vs fund managersTop 45%
Larger than 55% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.28Bregulatory AUM
Discretionary $797.5MNon-discretionary $481.8M
Service providers
Auditor
Custodian