SEC Form ADV

MCDONALD PARTNERS LLC

Registered Investment AdviserOH
$1.3B
Assets Under Management
8
Total Clients
29
Employees
Get LP Contact Details

Registration Details

Accession
crd-135414
Location
CLEVELAND, OH
Filing Date
June 3, 2026
AUM
$1.3B
Total Clients
8
Institutional Clients
26
Employees
29
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsCorporations

Private Funds

4 private funds reported on Form ADV Schedule D 7.B.1, $19.8M in combined gross assets.

  • 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

About this Adviser

MCDONALD PARTNERS LLC is a registered investment adviser headquartered in CLEVELAND, OH, managing approximately $1.3B in assets across 8 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.