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Private equityFirmbuyoutlower middle market

Mcdonald Partners LLC

Private Equity

Cleveland, OH

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:557aed90-aa43-4473-8f24-dbc545888b6e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 1:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 37
Dated events: 32
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Mcdonald Partners LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

MCDONALD PARTNERS LLC

Registered adviser · shared crd

Real Estate Fundsidentity

Mcdonald Partners LLC

Affiliate · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 8
PE funds: 8
Vintages: 2019 to 2020
PE GAV, 2024 filing: $17.6Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.1B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-12-18
Latest ADV filing: Dec 18, 2024
Employees (ADV): 34
Website: mcdonald-partners.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Mpcf III LLC	2020	Harvest	Private Equity Fund	n/a	$435
Mcdonald Usaf LP	2019	Unknown	Private Equity Fund	n/a	$42,587
Mpcf LLC	2019	Harvest	Private Equity Fund	n/a	$25
ERM Resort LLC	2019	Mature	Private Equity Fund	n/a	$1.2M
Mpcf II LLC	2019	Harvest	Private Equity Fund	n/a	$1,778
Mp127 LLC	2019	Harvest	Private Equity Fund	n/a	$1.5M
MP Dpi LLC	2019	Mature	Private Equity Fund	n/a	$1.7M
Eden Rock Montenegro LLC	2019	Mature	Private Equity Fund	n/a	$13.2M

Relationships

Placement agent of (8)

→ Mi-Cw Holdings LLC (fka Appleseed Ventures Growth Opportunity Fund LLC)FundThird party
Jan 1, 2018 to presentfactForm ADV
→ TRC Great Lakes LLCFundThird party
Jan 1, 2020 to presentfactForm ADV
→ Steele Partners LLCFundThird party
Jan 1, 2020 to presentfactForm ADV
→ TRC Income Fund IIFundThird party
Jan 1, 2018 to presentfactForm ADV
→ TRC Income Fund I LLCFundThird party
Jan 1, 2018 to presentfactForm ADV
→ Mi-Cw Holdings Nv Fund 2 LLCFundThird party
Jan 1, 2018 to presentfactForm ADV
→ Thornapple River Capital Financial Services Industry Fund LLCFundThird party
Jan 1, 2018 to presentfactForm ADV
→ Ironsides Opportunities Fund, L.P.FundThird party
Jan 1, 2018 to presentfactForm ADV

Employs (20)

→ Brian Andrew McdonaldPersonDirector Of Private Placements
Oct 1, 2018 to Nov 9, 2021inferenceForm ADV
→ Thomas Marion McdonaldPersonNon-Executive Chairman, Owner
Apr 1, 2005 to presentfactForm ADV
→ Arnold Beatty McdonaldPersonFinancial & Operations Principal
Jan 1, 2009 to presentfactForm ADV
→ Rafat Nain NemryPersonOwner
Jan 1, 2008 to presentfactForm ADV
→ William Maurice Jr HegartyPersonChief Investment Officer
Sep 1, 2010 to presentfactForm ADV
→ Rita MansourPersonOwner
Oct 1, 2011 to presentfactForm ADV
→ John Edward III McardlePersonOwner
Sep 1, 2011 to presentfactForm ADV
→ Timothy Patrick NortonPersonOwner
Jun 1, 2006 to presentfactForm ADV
→ Jonathan Daniel HartzlerPersonChief Compliance Officer
Dec 1, 2024 to presentfactForm ADV
→ Carol Bodenhamer LavellePersonChief Operating Officer
Oct 1, 2018 to Jul 2, 2021inferenceForm ADV
→ Genevieve Lynn DipietroPersonDirector Of Retirement Services
Oct 1, 2018 to Oct 19, 2020inferenceForm ADV
→ Lisa Bader RosenthalPersonDirector Of Financial Planning Services
Oct 1, 2018 to Oct 19, 2020inferenceForm ADV
→ Charles Henry Jr GarridoPersonOwner
Oct 1, 2011 to Feb 11, 2019inferenceForm ADV
→ Devon Frances McardlePersonOwner
Sep 1, 2011 to Jul 25, 2019inferenceForm ADV
→ Kimberly Ann RudolphPersonDirector Of Financial Planning Services
May 1, 2005 to Feb 11, 2019inferenceForm ADV
→ Audrey Lynn HarrisPersonChief Compliance Officer
Jul 1, 2007 to Feb 11, 2019inferenceForm ADV
→ Caroline Elizabeth WisniewskiPersonCco/Rosfp
May 1, 2024 to Dec 18, 2024inferenceForm ADV
→ Angelina GerovacPersonChief Compliance Officer - Broker-Dealer
Jan 1, 2022 to Dec 19, 2022inferenceForm ADV
→ Jonathan S LucasPersonCoo/Cco
Sep 1, 2022 to May 17, 2024inferenceForm ADV
→ Thomas Anthony YakoPersonDirector Of Managed Assets
Dec 1, 2005 to Dec 19, 2022inferenceForm ADV

Manages (8)

→ Mp127 LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Eden Rock Montenegro LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Mpcf II LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Mpcf LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ MP Dpi LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ ERM Resort LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Mcdonald Usaf LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Mpcf III LLCFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV

Dated events

9 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 18, 2024
Person left
Caroline Elizabeth Wisniewski (Cco/Rosfp) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
Dec 1, 2024
Person joined
Jonathan Daniel Hartzler joined Schedule A of Mcdonald Partners LLC as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
May 17, 2024
Person left
Jonathan S Lucas (Coo/Cco) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
May 1, 2024
Person joined
Caroline Elizabeth Wisniewski joined Schedule A of Mcdonald Partners LLC as Cco/Rosfp
Form ADVobserved 6 days ago
Occurred
Dec 19, 2022
Person left
Thomas Anthony Yako (Director Of Managed Assets) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
Dec 19, 2022
Person left
Angelina Gerovac (Chief Compliance Officer - Broker-Dealer) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
Jul 1, 2022
Person joined
Brian Andrew Mcdonald joined Schedule A of Mcdonald Partners LLC as Owner
Form ADVobserved 6 days ago
Occurred
Jan 1, 2022
Person joined
Angelina Gerovac joined Schedule A of Mcdonald Partners LLC as Chief Compliance Officer - Broker-Dealer
Form ADVobserved 6 days ago
Occurred
Nov 9, 2021
Person left
Brian Andrew Mcdonald (Director Of Private Placements) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
Jul 2, 2021
Person left
Carol Bodenhamer Lavelle (Chief Operating Officer) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
Oct 19, 2020
Person left
Genevieve Lynn Dipietro (Director Of Retirement Services) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
Oct 19, 2020
Person left
Lisa Bader Rosenthal (Director Of Financial Planning Services) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
Jan 1, 2020
Person joined
Jonathan S Lucas joined Schedule A of Mcdonald Partners LLC as Chief Compliance Officer - Broker/Dealer
Form ADVobserved 6 days ago
Occurred
Jul 25, 2019
Person left
Devon Frances Mcardle (Owner) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
Feb 11, 2019
Person left
Kimberly Ann Rudolph (Director Of Financial Planning Services) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
Feb 11, 2019
Person left
Charles Henry Jr Garrido (Owner) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
Feb 11, 2019
Person left
Audrey Lynn Harris (Chief Compliance Officer) no longer on Schedule A of Mcdonald Partners LLC
Form ADVobserved 6 days ago
Occurred
Oct 1, 2018
Person joined
Lisa Bader Rosenthal joined Schedule A of Mcdonald Partners LLC as Director Of Financial Planning Services
Form ADVobserved 6 days ago
Occurred
Oct 1, 2018
Person joined
Carol Bodenhamer Lavelle joined Schedule A of Mcdonald Partners LLC as Chief Operating Officer
Form ADVobserved 6 days ago
Occurred
Oct 1, 2018
Person joined
Genevieve Lynn Dipietro joined Schedule A of Mcdonald Partners LLC as Director Of Retirement Services
Form ADVobserved 6 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Mcdonald Partners LLC first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago
Occurred
Sep 1, 2011
Person joined
John Edward III Mcardle joined Schedule A of Mcdonald Partners LLC as Owner
Form ADVobserved 6 days ago
Occurred
Jun 1, 2006
Person joined
Timothy Patrick Norton joined Schedule A of Mcdonald Partners LLC as Senior Managing Director
Form ADVobserved 6 days ago

Show 9 bookkeeping events

Occurred
Jun 3, 2026
Mcdonald Partners LLC: Private Equity Funds on Form ADV 7 (2024 extract) -> 4 (roster 2026-09-01)
Occurred
Mar 30, 2020
Mpcf III LLC first reported on Form ADV by Mcdonald Partners LLC (Private Equity Fund), GAV $6,770,862
Occurred
Mar 29, 2019
ERM Resort LLC first reported on Form ADV by Mcdonald Partners LLC (Private Equity Fund), GAV $1,463,875
Occurred
Mar 29, 2019
Mcdonald Usaf LP first reported on Form ADV by Mcdonald Partners LLC (Private Equity Fund), GAV $1,947,904
Occurred
Mar 29, 2019
MP Dpi LLC first reported on Form ADV by Mcdonald Partners LLC (Private Equity Fund), GAV $1,325,000
Occurred
Mar 29, 2019
Mpcf LLC first reported on Form ADV by Mcdonald Partners LLC (Private Equity Fund), GAV $12,000,000
Occurred
Mar 29, 2019
Mpcf II LLC first reported on Form ADV by Mcdonald Partners LLC (Private Equity Fund), GAV $13,110,000
Occurred
Mar 29, 2019
Eden Rock Montenegro LLC first reported on Form ADV by Mcdonald Partners LLC (Private Equity Fund), GAV $13,194,078
Occurred
Mar 29, 2019
Mp127 LLC first reported on Form ADV by Mcdonald Partners LLC (Private Equity Fund), GAV $1,770,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Brian Andrew Mcdonald (Owner), Thomas Marion Mcdonald (Non-Executive Chairman, Owner), Arnold Beatty Mcdonald (Financial & Operations Principal), Rafat Nain Nemry (Owner), William Maurice Jr Hegarty (Chief Investment Officer), Rita Mansour (Owner), John Edward III Mcardle (Owner), Timothy Patrick Norton (Owner), Jonathan Daniel Hartzler (Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:557aed90-aa43-4473-8f24-dbc545888b6e
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Mcdonald Partners LLC

Private Equity

Cleveland, OH

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:557aed90-aa43-4473-8f24-dbc545888b6e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 1:48 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Mpcf III LLC

2020

Harvest

Private Equity Fund

n/a

$435

Mcdonald Usaf LP

2019

Unknown

Private Equity Fund

n/a

$42,587

Mpcf LLC

2019

Harvest

Private Equity Fund

n/a

$25

ERM Resort LLC

2019

Mature

Private Equity Fund

n/a

$1.2M

Mpcf II LLC

2019

Harvest

Private Equity Fund

n/a

$1,778

Mp127 LLC

2019

Harvest

Private Equity Fund

n/a

$1.5M

MP Dpi LLC

2019

Mature

Private Equity Fund

n/a

$1.7M

Eden Rock Montenegro LLC

2019

Mature

Private Equity Fund

n/a

$13.2M