MCDONALD CAPITAL INVESTORS INC
CRD #105562 SEC #801-17866 ORINDA, CA 925-258-5401
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.9B
Employees
5
Clients
0
Accounts
91
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $1.9B | $0 | 5 | 0 |
| Mar 2024 | $1.6B | $1.6B | $0 | 5 | 0 |
| Mar 2023 | $1.4B | $1.4B | $0 | 5 | 0 |
| Mar 2022 | $1.6B | $1.6B | $0 | 5 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 5 | 90 |
| Jun 2020 | $1.4B | $1.4B | $0 | 5 | 93 |
| Mar 2020 | $1.4B | $1.4B | $0 | 5 | 93 |
| May 2019 | $1.3B | $1.3B | $0 | 6 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 6 | 92 |
| Mar 2018 | $1.4B | $1.4B | $0 | 5 | 0 |
| Apr 2017 | $1.2B | $1.2B | $0 | 5 | 26 |
| Mar 2017 | $1.2B | $1.2B | $0 | 5 | 26 |
| Mar 2016 | $1.1B | $1.1B | $0 | 5 | 26 |
| Apr 2015 | $1B | $1B | $0 | 5 | 26 |
| Mar 2014 | $914.3M | $914.3M | $0 | 5 | 26 |
| Apr 2013 | $651.6M | $651.6M | $0 | 5 | 26 |
| Apr 2013 | $651.6M | $651.6M | $0 | 5 | 26 |
| Mar 2013 | $651.6M | $651.6M | $0 | 5 | 26 |
| Mar 2012 | $619.5M | $619.5M | $0 | 1 | 26 |
| Mar 2011 | $619.4M | $619.4M | $0 | 5 | -- |
| Mar 2009 | $496.6M | $490.4M | $6.2M | 5 | -- |
| Mar 2008 | $973.7M | $917.3M | $56.4M | 5 | -- |
| Mar 2007 | $1.2B | $1.1B | $78.5M | 10 | -- |
| Mar 2007 | $1.2B | $1.1B | $78.5M | 10 | -- |
| Mar 2006 | $1.3B | $1.1B | $137.7M | 10 | -- |
| Feb 2006 | $1.3B | $1.1B | $137.7M | 10 | -- |
| Feb 2006 | $1.3B | $1.1B | $137.7M | 10 | -- |
| Jun 2005 | $1B | $891.8M | $126.1M | 10 | -- |
| Mar 2004 | $844.2M | $714.3M | $129.8M | 5 | -- |
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients90
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients93
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients93
DateMay 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients92
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients0
DateApr 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees5
Clients26
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients26
DateApr 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$914.3M
Discretionary$914.3M
Non-Disc.$0
Employees5
Clients26
DateApr 2013
Total AUM$651.6M
Discretionary$651.6M
Non-Disc.$0
Employees5
Clients26
DateApr 2013
Total AUM$651.6M
Discretionary$651.6M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$651.6M
Discretionary$651.6M
Non-Disc.$0
Employees5
Clients26
DateMar 2012
Total AUM$619.5M
Discretionary$619.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$619.4M
Discretionary$619.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$496.6M
Discretionary$490.4M
Non-Disc.$6.2M
Employees5
Clients--
DateMar 2008
Total AUM$973.7M
Discretionary$917.3M
Non-Disc.$56.4M
Employees5
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$78.5M
Employees10
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$78.5M
Employees10
Clients--
DateMar 2006
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$137.7M
Employees10
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$137.7M
Employees10
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$137.7M
Employees10
Clients--
DateJun 2005
Total AUM$1B
Discretionary$891.8M
Non-Disc.$126.1M
Employees10
Clients--
DateMar 2004
Total AUM$844.2M
Discretionary$714.3M
Non-Disc.$129.8M
Employees5
Clients--