Mcdonald Partners LLC
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 135414
- Registered since
- May 6, 2005
- Website
- www.mcdonald-partners.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI38.46%
- Individuals37.88%
- Corporations / Businesses15.85%
- Charitable Organizations4.95%
- Pooled Investment Vehicles1.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Mcdonald Partners LLC is an LLC that operates as an investment bank and independent broker‑dealer that also provides advisory services. The firm is SEC-registered (registered in 2005). It describes itself as a capital allocator and serves both individual & family clients and institutional investors. Its revenue model blends a percentage-of-AUM fee schedule with fixed fees and commission-based business, and its advisory scope includes financial planning, portfolio management for individuals, businesses and pooled vehicles, selection of other advisers, and pension consulting services. The firm also appears as a sponsor/GP/managing member for pooled investment vehicles and maintains broker‑dealer and insurance industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities38%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Owners & executives
3 of 3
Timothy Hanson
Chief Operating OfficerCRD 6050443
Jaimie Palmer
Chief Compliance OfficerCRD 4930309
William Hegarty
Chief Investment Officer/Portfolio ManagerCRD 2784174
Contacts
3 of 29
Arnold Mcdonald
Financial AdvisorCRD 5126644
Matthew Norton
Financial AdvisorCRD 5226715
Thomas Mcdonald
FounderCRD 326904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 208Active vs passive
$116M in ETFs
62%
$72.1M
34%
$44.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $12M | 17,489 | 10.33% |
Location
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 1301 E 9th St
- Time zone
- ET (UTC-5)
- Office locations
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