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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MCDONALD CAPITAL MANAGEMENT

ISLAY CAPITAL MANAGEMENT, LLC, CRD 114531

LUBBOCK, TX

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Search this name across graphsid dfx:ria:1f9da067-b468-6e72-ef69-daedfe0a85d2

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 2
Observed: Mar 2, 2012 to Jul 17, 2026
22 observations

Across DFX

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

Private Equityidentity

Mcdonald Capital Management

Private equity manager · shared crd

Independent Sponsorsidentity

Mcdonald Capital Management

Capital provider to sponsors · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.77 fund_share=0.02 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $358MItem 5.F on the latest filing (2026-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $358M
Private client RAUM: $276MderivedItem 5.D individuals plus high net worth individuals
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $119Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 402
Individual clients: 84
High net worth clients: 77
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $8.4M
SEC number: 801-61327
CIK: 1738560
CRD: 114531
Filings on the tape: 22
First filed: Mar 2, 2012
Latest filed: Jul 17, 2026
Organised: Limited Liability Company, TX
Website: islaycapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC CRAIG MCDONALD	Chartered Financial Analyst	LUBBOCK, TX	21	21	n/a	no
JEFFREY MICHAEL MERCER	n/a	LUBBOCK, TX	20	21	n/a	no
TYLER BEE STURDIVANT	n/a	LUBBOCK, TX	9	19	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ISLAY MULTIFACTOR FUND I, LP	Hedge Fund	$3.3M	Feb 29, 2024	4	Feb 29, 2024	reported	021-491284
MCM CCP/BAYPINE, LP	Private Equity Fund	$1.6M	Feb 29, 2024	12	Mar 7, 2022	reported	021-421558

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCDONALD, ERIC, CRAIG	MANAGING MEMBER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	E	yes	01/1990	Mar 2, 2012	Feb 29, 2024
MERCER, JEFFREY, MICHAEL	Member	A	no	01/2005	Mar 2, 2012	Feb 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 20, 2026	$358M	$358M	2	2	0	2	n/a
2024	Feb 25, 2025	$306M	$306M	2	2	0	2	n/a
2023	Feb 29, 2024	$287M	$287M	2	2	0	2	$4.9M
2022	Mar 13, 2023	$238M	$238M	5	3	0	1	$1.7M
2021	Mar 7, 2022	$233M	$233M	2	2	0	1	$1.8M
2020	Feb 25, 2021	$208M	$206M	2	2	0	n/a	n/a
2019	Feb 20, 2020	$192M	$190M	4	2	0	n/a	n/a
2018	Mar 29, 2019	$176M	$175M	4	2	0	n/a	n/a
2017	Mar 29, 2018	$169M	$167M	3	2	0	n/a	n/a
2016	Mar 19, 2017	$150M	$148M	3	1	n/a	n/a	n/a
2015	Mar 29, 2016	$158M	$158M	5	2	n/a	n/a	n/a
2014	Mar 30, 2015	$160M	$160M	5	3	n/a	n/a	n/a
2013	Mar 6, 2014	$161M	$161M	4	3	n/a	n/a	n/a
2012	Jan 29, 2013	$143M	$143M	4	3	n/a	n/a	n/a
2011	Mar 2, 2012	$121M	$121M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$358M	$306M	16.8%	$238M	14.5%	2	2	0	0

Relationships

Advises (2)

→ MCM CCP/BAYPINE, LPPrivate fundPrivate Equity Fund, IA
Mar 7, 2022 to presentfactForm ADV
→ ISLAY MULTIFACTOR FUND I, LPPrivate fundHedge Fund, IA
Feb 29, 2024 to presentfactForm ADV

Registered with (5)

← TYLER BEE STURDIVANTAdvisorregistration: current employment
Sep 14, 2017 to presentfactForm ADV
← JEFFREY MICHAEL MERCERAdvisorregistration: current employment
Jun 22, 2006 to presentfactForm ADV
← ERIC CRAIG MCDONALDAdvisorregistration: current employment
Jun 1, 2005 to presentfactForm ADV
← ERIC CHARLES BOYCEAdvisorregistration: previous registration
Dec 3, 2014 to Apr 13, 2016factForm ADV
← MATTHEW DEAN PECKAdvisorregistration: previous registration
Jun 7, 2002 to Sep 24, 2007factForm ADV

Controls (1)

← MCDONALD, ERIC, CRAIGOwnerMANAGING MEMBER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 2, 2012 to Feb 29, 2024factForm ADV

Owns (1)

← MERCER, JEFFREY, MICHAELOwnerMEMBER, ownership code A, individual
Mar 2, 2012 to Feb 29, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f9da067-b468-6e72-ef69-daedfe0a85d2
First observed: Mar 2, 2012
Last observed: Jul 17, 2026 2 months ago
Source families: Federal regulator filings
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 CAPITAL MANAGEMENT

ISLAY CAPITAL MANAGEMENT, LLC, CRD 114531

LUBBOCK, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f9da067-b468-6e72-ef69-daedfe0a85d2

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC CRAIG MCDONALD

Chartered Financial Analyst

LUBBOCK, TX

n/a

JEFFREY MICHAEL MERCER

n/a

LUBBOCK, TX

n/a

TYLER BEE STURDIVANT

n/a

LUBBOCK, TX

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ISLAY MULTIFACTOR FUND I, LP

Hedge Fund

$3.3M

Feb 29, 2024

reported

021-491284

MCM CCP/BAYPINE, LP

Private Equity Fund

$1.6M

Feb 29, 2024

Mar 7, 2022

reported

021-421558

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCDONALD, ERIC, CRAIG

MANAGING MEMBER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER

yes

01/1990

Mar 2, 2012

Feb 29, 2024

MERCER, JEFFREY, MICHAEL

Member

01/2005

Mar 2, 2012

Feb 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 20, 2026

$358M

n/a

2024

Feb 25, 2025

$306M

n/a

2023

Feb 29, 2024

$287M

$4.9M

2022

Mar 13, 2023

$238M

$1.7M

2021

Mar 7, 2022

$233M

$1.8M

2020

Feb 25, 2021

$208M

$206M

n/a

2019

Feb 20, 2020

$192M

$190M

n/a

2018

Mar 29, 2019

$176M

$175M

n/a

2017

Mar 29, 2018

$169M

$167M

n/a

2016

Mar 19, 2017

$150M

$148M

n/a

2015

Mar 29, 2016

$158M

n/a

2014

Mar 30, 2015

$160M

n/a

2013

Mar 6, 2014

$161M

n/a

2012

Jan 29, 2013

$143M

n/a

2011

Mar 2, 2012

$121M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$358M

$306M

16.8%

$238M

14.5%