MCDONALD PARTNERS LLC
CRD #135414 SEC #801-64294 CLEVELAND, OH 216-912-0567
SEC Registered Broker-Dealer Private Funds
Total AUM
$1.3B
Discretionary
$791.8M
Employees
33
Clients
101
Accounts
2,024
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.3B | $791.8M | $495.7M | 33 | 15 |
| Apr 2025 | $1.3B | $791.8M | $495.7M | 33 | 15 |
| Mar 2025 | $1.3B | $791.8M | $495.7M | 33 | 15 |
| Dec 2024 | $1.1B | $669.3M | $446M | 34 | 20 |
| May 2024 | $1.1B | $669.3M | $446M | 34 | 20 |
| Mar 2024 | $1.1B | $669.3M | $446M | 34 | 20 |
| Mar 2023 | $1.1B | $778.2M | $310.7M | 30 | 32 |
| Dec 2022 | $1.6B | $1.1B | $576.4M | 48 | 69 |
| Sep 2022 | $1.6B | $1.1B | $576.4M | 48 | 69 |
| Sep 2022 | $1.6B | $1.1B | $576.4M | 48 | 69 |
| Jul 2022 | $1.6B | $1.1B | $576.4M | 48 | 69 |
| Jun 2022 | $1.6B | $1.1B | $576.4M | 48 | 69 |
| Apr 2022 | $1.6B | $1.1B | $576.4M | 48 | 69 |
| Apr 2022 | $1.6B | $1.1B | $576.4M | 48 | 69 |
| Mar 2022 | $1.6B | $1.1B | $576.4M | 48 | 69 |
| Nov 2021 | $1.4B | $859.2M | $492.2M | 43 | 67 |
| Nov 2021 | $1.4B | $859.2M | $492.2M | 43 | 67 |
| Oct 2021 | $1.4B | $859.2M | $492.2M | 43 | 67 |
| Aug 2021 | $1.4B | $859.2M | $492.2M | 43 | 67 |
| Jul 2021 | $1.4B | $859.2M | $492.2M | 43 | 67 |
| Mar 2021 | $1.4B | $859.2M | $492.2M | 43 | 67 |
| Mar 2021 | $1.2B | $855.1M | $362.7M | 49 | 15 |
| Oct 2020 | $1.2B | $855.1M | $362.7M | 49 | 15 |
| Jun 2020 | $1.2B | $855.1M | $362.7M | 49 | 15 |
| Jun 2020 | $1.2B | $855.1M | $362.7M | 49 | 15 |
| Mar 2020 | $1.2B | $855.1M | $362.7M | 49 | 15 |
| Dec 2019 | $1.1B | $522.3M | $591.8M | 53 | 10 |
| Oct 2019 | $1.1B | $522.3M | $591.8M | 53 | 10 |
| Sep 2019 | $1.1B | $522.3M | $591.8M | 53 | 10 |
| Jul 2019 | $1.1B | $522.3M | $591.8M | 53 | 10 |
| Apr 2019 | $1.1B | $522.3M | $591.8M | 53 | 10 |
| Mar 2019 | $1.1B | $522.3M | $591.8M | 53 | 10 |
| Feb 2019 | $1.4B | $427.5M | $938.1M | 52 | 0 |
| Aug 2018 | $1.4B | $427.5M | $938.1M | 52 | 0 |
| Mar 2018 | $1.4B | $427.5M | $938.1M | 52 | 0 |
| Aug 2017 | $984M | $356.2M | $627.8M | 55 | 2,000 |
| Mar 2017 | $984M | $356.2M | $627.8M | 55 | 2,000 |
| May 2016 | $918.3M | $297.2M | $621M | 55 | 2,000 |
| Mar 2016 | $918.3M | $297.2M | $621M | 55 | 2,000 |
| Dec 2015 | $826.7M | $307.1M | $519.6M | 52 | 2,000 |
| Nov 2015 | $826.7M | $307.1M | $519.6M | 52 | 2,000 |
| Sep 2015 | $826.7M | $307.1M | $519.6M | 52 | 2,000 |
| Mar 2015 | $826.7M | $307.1M | $519.6M | 52 | 2,000 |
| Mar 2014 | $1B | $280.9M | $760.2M | 52 | 2,000 |
| Apr 2013 | $1B | $329.7M | $716.1M | 53 | 3,000 |
| Apr 2012 | $768M | $147M | $621M | 11 | 1,700 |
| Mar 2012 | $768M | $147M | $621M | 11 | 1,700 |
| Apr 2011 | $448.6M | $88M | $360.6M | -- | -- |
| Mar 2011 | $448.6M | $88M | $360.6M | -- | -- |
| Jul 2010 | $830.2M | $223.4M | $606.8M | -- | -- |
| Sep 2007 | $853.7M | $50.5M | $803.2M | -- | -- |
| Sep 2007 | $853.7M | $306.8M | $546.9M | -- | -- |
| Feb 2007 | $737.6M | $276.8M | $460.8M | -- | -- |
DateSep 2025
Total AUM$1.3B
Discretionary$791.8M
Non-Disc.$495.7M
Employees33
Clients15
DateApr 2025
Total AUM$1.3B
Discretionary$791.8M
Non-Disc.$495.7M
Employees33
Clients15
DateMar 2025
Total AUM$1.3B
Discretionary$791.8M
Non-Disc.$495.7M
Employees33
Clients15
DateDec 2024
Total AUM$1.1B
Discretionary$669.3M
Non-Disc.$446M
Employees34
Clients20
DateMay 2024
Total AUM$1.1B
Discretionary$669.3M
Non-Disc.$446M
Employees34
Clients20
DateMar 2024
Total AUM$1.1B
Discretionary$669.3M
Non-Disc.$446M
Employees34
Clients20
DateMar 2023
Total AUM$1.1B
Discretionary$778.2M
Non-Disc.$310.7M
Employees30
Clients32
DateDec 2022
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$576.4M
Employees48
Clients69
DateSep 2022
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$576.4M
Employees48
Clients69
DateSep 2022
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$576.4M
Employees48
Clients69
DateJul 2022
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$576.4M
Employees48
Clients69
DateJun 2022
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$576.4M
Employees48
Clients69
DateApr 2022
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$576.4M
Employees48
Clients69
DateApr 2022
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$576.4M
Employees48
Clients69
DateMar 2022
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$576.4M
Employees48
Clients69
DateNov 2021
Total AUM$1.4B
Discretionary$859.2M
Non-Disc.$492.2M
Employees43
Clients67
DateNov 2021
Total AUM$1.4B
Discretionary$859.2M
Non-Disc.$492.2M
Employees43
Clients67
DateOct 2021
Total AUM$1.4B
Discretionary$859.2M
Non-Disc.$492.2M
Employees43
Clients67
DateAug 2021
Total AUM$1.4B
Discretionary$859.2M
Non-Disc.$492.2M
Employees43
Clients67
DateJul 2021
Total AUM$1.4B
Discretionary$859.2M
Non-Disc.$492.2M
Employees43
Clients67
DateMar 2021
Total AUM$1.4B
Discretionary$859.2M
Non-Disc.$492.2M
Employees43
Clients67
DateMar 2021
Total AUM$1.2B
Discretionary$855.1M
Non-Disc.$362.7M
Employees49
Clients15
DateOct 2020
Total AUM$1.2B
Discretionary$855.1M
Non-Disc.$362.7M
Employees49
Clients15
DateJun 2020
Total AUM$1.2B
Discretionary$855.1M
Non-Disc.$362.7M
Employees49
Clients15
DateJun 2020
Total AUM$1.2B
Discretionary$855.1M
Non-Disc.$362.7M
Employees49
Clients15
DateMar 2020
Total AUM$1.2B
Discretionary$855.1M
Non-Disc.$362.7M
Employees49
Clients15
DateDec 2019
Total AUM$1.1B
Discretionary$522.3M
Non-Disc.$591.8M
Employees53
Clients10
DateOct 2019
Total AUM$1.1B
Discretionary$522.3M
Non-Disc.$591.8M
Employees53
Clients10
DateSep 2019
Total AUM$1.1B
Discretionary$522.3M
Non-Disc.$591.8M
Employees53
Clients10
DateJul 2019
Total AUM$1.1B
Discretionary$522.3M
Non-Disc.$591.8M
Employees53
Clients10
DateApr 2019
Total AUM$1.1B
Discretionary$522.3M
Non-Disc.$591.8M
Employees53
Clients10
DateMar 2019
Total AUM$1.1B
Discretionary$522.3M
Non-Disc.$591.8M
Employees53
Clients10
DateFeb 2019
Total AUM$1.4B
Discretionary$427.5M
Non-Disc.$938.1M
Employees52
Clients0
DateAug 2018
Total AUM$1.4B
Discretionary$427.5M
Non-Disc.$938.1M
Employees52
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$427.5M
Non-Disc.$938.1M
Employees52
Clients0
DateAug 2017
Total AUM$984M
Discretionary$356.2M
Non-Disc.$627.8M
Employees55
Clients2,000
DateMar 2017
Total AUM$984M
Discretionary$356.2M
Non-Disc.$627.8M
Employees55
Clients2,000
DateMay 2016
Total AUM$918.3M
Discretionary$297.2M
Non-Disc.$621M
Employees55
Clients2,000
DateMar 2016
Total AUM$918.3M
Discretionary$297.2M
Non-Disc.$621M
Employees55
Clients2,000
DateDec 2015
Total AUM$826.7M
Discretionary$307.1M
Non-Disc.$519.6M
Employees52
Clients2,000
DateNov 2015
Total AUM$826.7M
Discretionary$307.1M
Non-Disc.$519.6M
Employees52
Clients2,000
DateSep 2015
Total AUM$826.7M
Discretionary$307.1M
Non-Disc.$519.6M
Employees52
Clients2,000
DateMar 2015
Total AUM$826.7M
Discretionary$307.1M
Non-Disc.$519.6M
Employees52
Clients2,000
DateMar 2014
Total AUM$1B
Discretionary$280.9M
Non-Disc.$760.2M
Employees52
Clients2,000
DateApr 2013
Total AUM$1B
Discretionary$329.7M
Non-Disc.$716.1M
Employees53
Clients3,000
DateApr 2012
Total AUM$768M
Discretionary$147M
Non-Disc.$621M
Employees11
Clients1,700
DateMar 2012
Total AUM$768M
Discretionary$147M
Non-Disc.$621M
Employees11
Clients1,700
DateApr 2011
Total AUM$448.6M
Discretionary$88M
Non-Disc.$360.6M
Employees--
Clients--
DateMar 2011
Total AUM$448.6M
Discretionary$88M
Non-Disc.$360.6M
Employees--
Clients--
DateJul 2010
Total AUM$830.2M
Discretionary$223.4M
Non-Disc.$606.8M
Employees--
Clients--
DateSep 2007
Total AUM$853.7M
Discretionary$50.5M
Non-Disc.$803.2M
Employees--
Clients--
DateSep 2007
Total AUM$853.7M
Discretionary$306.8M
Non-Disc.$546.9M
Employees--
Clients--
DateFeb 2007
Total AUM$737.6M
Discretionary$276.8M
Non-Disc.$460.8M
Employees--
Clients--