DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mcdonald Partners LLC
Latest filing Jun 3, 2026
First filing on the tape Mar 30, 2012 · 54 filings
SEC status approved since May 6, 2005
RAUM
$1.3B
reported, Item 5.F
Discretionary
62%
of RAUM
Private clients
76%
$977M individuals and HNW
Advisors
23
registered through the firm on IAPD
RAUM per advisor
$55.6M
derived; firm RAUM over IAPD count
Employees
29
29 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
4
reported on Schedule D
History
54 filings and snapshots on the tape
RAUM$1.3B as of Jun 3, 2026
Mar 30, 2012$768M then
HNW client RAUM$492M as of Jun 3, 2026
Mar 26, 2018$478M then
State-registered IARs (5.B.3)22 as of Jun 3, 2026
Mar 30, 20120 then
Employees (5.A)29 as of Jun 3, 2026
Apr 1, 201353 then
Private funds4 as of Jun 3, 2026
Mar 29, 20197 then
RAUM -0.6% over the last fiscal year+5.5% a year over threeIARs 25 to 22offices 4 to 3
Practice profile
derived from the filing of Jun 3, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $55.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 49derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $724,801derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 62%derivedof RAUM
- Institutional
- 6.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 5.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- -12%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -13%derived
- Compensation
- percentage of assets, fixed fees, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $1.2BreportedItem 5.I
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$492M38%
- Individuals$485M38%
- Corporations and businesses$203M16%
- Charitable organizations$63.4M5.0%
- Pooled investment vehicles$19.8M1.6%
- Pension and profit-sharing plans$16.8M1.3%
- Individual clients
- 838reported
- HNW clients
- 293reported
- Pension plan clients
- 9reported
- Charitable clients
- 13reported
- Accounts
- 1,765reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixed, commissionsreported
- Class basis
- private_client_share=0.76 fund_share=0.02 institutional_share=0.06 related_bd=true related_bank=false bd_reps=24.0derived
Advisors registered through the firm
23 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Thomas Anthony Yako | Cleveland, Oh | Jan 4, 2006 | 23 y | 0 |
| Rita Mansour | Cleveland, Oh | Sep 25, 2006 | 37 y | 1 |
| Arnold Beatty Mcdonald | Shaker Heights, Oh | May 9, 2007 | 19 y | 0 |
| Devon Frances Mcardle | Cleveland, Oh | Jan 15, 2008 | 30 y | 2 |
| Maryanne Rita Battistone | Concord, Oh | Jun 3, 2009 | 29 y | 0 |
| Joseph Patrick Stanzi | Cleveland, Oh | Jul 17, 2009 | 39 y | 2 |
| Laura Ann Mineo | Cleveland, Oh | Jul 17, 2009 | 17 y | 2 |
| John Edward Mcardle | Cleveland, Oh | Jan 8, 2010 | 18 y | 0 |
| William Maurice Hegarty | Chagrin Falls, Oh | Sep 3, 2010 | 29 y | 2 |
| Matthew Andrew Norton | Toledo, Oh | Dec 3, 2010 | 19 y | 1 |
| Timothy Patrick Norton | Ann Arbor, Mi | Feb 18, 2011 | 45 y | 2 |
| Russell Curtis Wood | Cleveland, Oh | Aug 23, 2011 | 15 y | 0 |
| Ted Richard Stone | Fort Myers, Fl | Sep 2, 2011 | 15 y | 0 |
| Michael T Mcgrail | Cleveland, Oh | Oct 11, 2011 | 15 y | 0 |
| Paul Richard Moody | Boyne City, Mi | Apr 15, 2015 | 24 y | 2 |
| Steven Leib Rivkin | Beachwood, Oh | Jun 24, 2016 | 13 y | 0 |
| Jacqueline Susan Randall | Cleveland, Oh | May 4, 2019 | 32 y | 1 |
| Nathan Russell Wood | Toledo, Oh | Jul 11, 2022 | 12 y | 0 |
| Brian Andrew Mcdonald | Cleveland, Oh | May 10, 2023 | 18 y | 1 |
| Timothy A Ryan HansonCertified Financial Planner | Clarksville, Tn | Sep 20, 2024 | 15 y | 2 |
| Heather F FrutigCertified Financial Planner | Cleveland, Oh | Aug 25, 2025 | 10 y | 0 |
| Dylan Ray Casler | Cleveland, Oh | Jul 17, 2026 | 13 y | 2 |
| Timothy Andrew WestraCertified Financial Planner | Ann Arbor, Mi | Aug 21, 2026 | 10 y | 3 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 0.0% of current headcount5 left over 36 months
Left, latest
- Jared Daniel Goodman to Wedbush Securities Inc.Sep 4, 2025 · RIA to affiliated broker-dealer or bank
- Helene Shafiyan to Wedbush Securities Inc.Sep 4, 2025 · RIA to affiliated broker-dealer or bank
- Michael Clarence Powers to Wedbush Securities Inc.Sep 4, 2025 · RIA to affiliated broker-dealer or bank
- John Vincent Goodman to Wedbush Securities Inc.Sep 4, 2025 · RIA to affiliated broker-dealer or bank
- William Stephen Fazekas to OnedigitalAug 15, 2025 · Other
- Mark Henry Peyser to Retirement Income Solutions, Inc.Apr 27, 2023 · RIA to RIA
- Amanda Jenkins to First Command Advisory ServicesNov 23, 2022 · RIA to affiliated broker-dealer or bank
- Angelina Gerovac to Huntington Financial AdvisorsSep 14, 2022 · RIA to affiliated broker-dealer or bank
- Mindy Leigh Qua to Stratos Wealth Partners, LtdAug 22, 2022 · RIA to affiliated broker-dealer or bank
- Sean G Kriak to Mai Capital Management, LLCAug 10, 2022 · RIA to RIA
- Deanna Cilnyk Roeger to Mai Capital Management, LLCAug 10, 2022 · RIA to RIA
- Joseph Louis Palko to Mai Capital Management, LLCAug 10, 2022 · RIA to RIA
- Michelle Conley Hegarty to Janney Montgomery Scott LLCAug 2, 2022 · RIA to affiliated broker-dealer or bank
- Todd Clark Kalish to Park Edge Advisors, LLCJul 5, 2022 · RIA to a newly registered adviser
- Richard Wayne Lowrie to Stratos Wealth Advisors LLCSep 30, 2020 · RIA to RIA
Joined, latest
- Timothy Andrew Westra from LPL Enterprise, LLCAug 21, 2026 · Affiliated broker-dealer or bank to independent RIA
- Dylan Ray Casler from Mai Capital Management, LLCJul 17, 2026 · RIA to RIA
- Timothy A Ryan Hanson from FacetSep 20, 2024 · RIA to RIA
- Amanda Jenkins from Raymond James & Associates, Inc.Nov 16, 2021 · Affiliated broker-dealer or bank to independent RIA
- Angelina Gerovac from Pnc Wealth ManagementNov 10, 2021 · Affiliated broker-dealer or bank to independent RIA
- Deanna Cilnyk Roeger from Cwm, LLCJun 14, 2021 · RIA to RIA
- William Stephen Fazekas from Kestra Advisory Services, LLCNov 10, 2020 · Affiliated broker-dealer or bank to independent RIA
- Helene Shafiyan from Wells Fargo AdvisorsDec 23, 2019 · Wirehouse to independent RIA
- Jacqueline Susan Randall from David A. Noyes & CompanyMay 4, 2019 · Other
- Lisa Rosenthal from Morgan StanleyOct 18, 2017 · Other
- Todd Clark Kalish from Morgan StanleyOct 18, 2017 · Other
- Richard Wayne Lowrie from Wells Fargo AdvisorsJan 19, 2017 · Other
- Bryan Robert Blackburn from Wells Fargo AdvisorsJan 19, 2017 · Other
- Paul Richard Moody from Optimal Capital Advisors, LLCApr 15, 2015 · Other
- Joseph Louis Palko from UBS Financial Services Inc.Feb 27, 2013 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 4 left for Wedbush Securities Inc.Sep 4, 2025 · Cleveland, Oh
- 3 left for Mai Capital Management, LLCAug 10, 2022 · Cleveland, Oh
- 2 left for Prism Advisory Group, LLCDec 31, 2017 · Newtown, Pa
- 2 joined from Morgan StanleyOct 18, 2017 · Cleveland, Oh
- 2 joined from Wells Fargo AdvisorsJan 11, 2017 · Pepper Pike, Oh
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Eden Rock Montenegro LLC | Private Equity Fund | $13.2M | 92 | Mar 29, 2019 |
| Mp Dpi LLC | Private Equity Fund | $3.9M | 25 | Mar 29, 2019 |
| Mp127 LLC | Private Equity Fund | $1.5M | 19 | Mar 29, 2019 |
| Erm Resort LLC | Private Equity Fund | $1.2M | 1 | Mar 29, 2019 |
| Mcdonald Usaf LPno longer reported | Private Equity Fund | $42,587 | 64 | Mar 29, 2019 |
| Mpcf II LLCno longer reported | Private Equity Fund | $1,778 | 65 | Mar 29, 2019 |
| Mpcf III LLCno longer reported | Private Equity Fund | $435 | 32 | Mar 30, 2020 |
| Mpcf LLCno longer reported | Private Equity Fund | $25 | 65 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- Jonathan Daniel Hartzler · Chief Compliance Officercontrolsince 12/2024 · owns less than 5%
- William Maurice Jr Hegarty · Chief Investment Officercontrolsince 09/2010 · owns less than 5%
- Arnold Beatty Mcdonald · Ceo/Cfo/Muni Principal/Ownercontrolsince 01/2008 · owns 10% to 25%
- Jaimie Michelle Palmer · Chief Compliance Officercontrolsince 04/2026 · owns less than 5%
- Thomas Anthony Yako · Directorcontrolsince 04/2006 · owns less than 5%
- Rita Mansour · Ownersince 10/2011 · owns less than 5%
- John Edward III Mcardle · Ownersince 09/2011 · owns less than 5%
- Brian Andrew Mcdonald · Ownersince 07/2022 · owns 10% to 25%
- Thomas Marion Mcdonald · Ownersince 04/2005 · owns 25% to 50%
- Timothy Patrick Norton · Ownersince 06/2006 · owns less than 5%
- Rafat Nain Nemry · Ownersince 01/2008 · owns 10% to 25%
Related persons
Schedule D 7.A
- Mcdonald Management LLCinvestment adviserpooled vehicle sponsory
- Mcdonald Partners LLCbroker-dealerreal estatenRAUM $1.3B
Advisers that list Mcdonald Partners LLC as a related person
- 135414 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Cleveland, Oh · principal | 21 | 2 | 0 | ||
| Ann Arbor, Mi | 4 | 1 | 0 | ||
| Toledo, Oh | 4 | 0 | 0 | ||
| Fort Myers, Fl | 3 | 0 | 0 | ||
| Shaker Heights, Oh | 2 | 0 | 0 | ||
| Boyne City, Mi | 2 | 0 | 0 | ||
| Willoughby, Oh | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Toledo, OH10 employees
- Ann Arbor, MI4 employees
- Cleveland, OH4 employees
- Boyne City, MI1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jun 3, 2026YAKO, THOMAS ANTHONY (DIRECTOR) appeared on Schedule A between the filings of 2024-12-18 and 2026-06-03peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 3, 2026PALMER, JAIMIE MICHELLE (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-12-18 and 2026-06-03peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 3, 2026HEGARTY, WILLIAM MAURICE JR (CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2024-12-18 and 2026-06-03peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 3, 2026HARTZLER, JONATHAN DANIEL (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-12-18 and 2026-06-03peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 2,024 to 1,765Sep 2, 2025 to Mar 24, 2026
- Advisory employees · 33 to 29Sep 2, 2025 to Mar 24, 2026
- BD registered reps · 32 to 24Sep 2, 2025 to Mar 24, 2026
- Corporate clients · 23 to 13Sep 2, 2025 to Mar 24, 2026
- HNW clients · 340 to 293Sep 2, 2025 to Mar 24, 2026
- Individual clients · 967 to 838Sep 2, 2025 to Mar 24, 2026
- Pension plan clients · 0 to 9Sep 2, 2025 to Mar 24, 2026
- Employees · 33 to 29Sep 2, 2025 to Mar 24, 2026
- State-registered IARs · 25 to 22Sep 2, 2025 to Mar 24, 2026
- Other offices · 4 to 3Sep 2, 2025 to Mar 24, 2026
- Discretionary RAUM · $792M to $797MSep 2, 2025 to Mar 24, 2026
- HNW RAUM · $523M to $492MSep 2, 2025 to Mar 24, 2026
- Individual RAUM · $516M to $485MSep 2, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $496M to $482MSep 2, 2025 to Mar 24, 2026
- Pension RAUM · unset to 16828416.0Sep 2, 2025 to Mar 24, 2026
- RAUM · $1.3B to $1.3BSep 2, 2025 to Mar 24, 2026
- Related adviser · true to falseSep 2, 2025 to Mar 24, 2026
- Accounts · 1,967 to 2,024Dec 18, 2024 to Apr 17, 2025
- Advisory employees · 32 to 33Dec 18, 2024 to Apr 17, 2025
- BD registered reps · 30 to 32Dec 18, 2024 to Apr 17, 2025
- Charity clients · 14 to 13Dec 18, 2024 to Apr 17, 2025
- Corporate clients · 30 to 23Dec 18, 2024 to Apr 17, 2025
- HNW clients · 311 to 340Dec 18, 2024 to Apr 17, 2025
- Individual clients · 973 to 967Dec 18, 2024 to Apr 17, 2025
- Pooled vehicle clients · 7 to 4Dec 18, 2024 to Apr 17, 2025
- Employees · 34 to 33Dec 18, 2024 to Apr 17, 2025
- Financial planning clients · 101-250 to 101-250Dec 18, 2024 to Apr 17, 2025
- State-registered IARs · 26 to 25Dec 18, 2024 to Apr 17, 2025
- Private funds · 7 to 4Dec 18, 2024 to Apr 17, 2025
- Discretionary RAUM · $669M to $792MDec 18, 2024 to Apr 17, 2025
- HNW RAUM · $419M to $523MDec 18, 2024 to Apr 17, 2025
- Individual RAUM · $500M to $516MDec 18, 2024 to Apr 17, 2025
- Non-discretionary RAUM · $446M to $496MDec 18, 2024 to Apr 17, 2025
- Pooled vehicle RAUM · $17.6M to $19.8MDec 18, 2024 to Apr 17, 2025
- RAUM · $1.1B to $1.3BDec 18, 2024 to Apr 17, 2025
- Accounts · 1,877 to 1,967Mar 29, 2023 to Mar 4, 2024
- Advisory employees · 30 to 32Mar 29, 2023 to Mar 4, 2024
- Corporate clients · 24 to 30Mar 29, 2023 to Mar 4, 2024
- HNW clients · 289 to 311Mar 29, 2023 to Mar 4, 2024
- Individual clients · 957 to 973Mar 29, 2023 to Mar 4, 2024
Signals
27 dated events
- Jared Daniel Goodman left Mcdonald Partners Llc for Wedbush Securities Inc. (registered 2025-09-03)Sep 4, 2025 · Advisor changed firm · fact
- Helene Shafiyan left Mcdonald Partners Llc for Wedbush Securities Inc. (registered 2025-09-03)Sep 4, 2025 · Advisor changed firm · fact
- Michael Clarence Powers left Mcdonald Partners Llc for Wedbush Securities Inc. (registered 2025-09-03)Sep 4, 2025 · Advisor changed firm · fact
- John Vincent Goodman left Mcdonald Partners Llc for Wedbush Securities Inc. (registered 2025-09-03)Sep 4, 2025 · Advisor changed firm · fact
- 4 advisors left Mcdonald Partners LLC (Cleveland, OH) for Wedbush Securities Inc. on the same daySep 4, 2025 · Team lift-out · derived
- William Stephen Fazekas left Mcdonald Partners Llc for Onedigital (registered 2025-08-22)Aug 15, 2025 · Advisor changed firm · fact
- Caroline Elizabeth Wisniewski (Cco/Rosfp) no longer on Schedule A of Mcdonald Partners Llc (listed 2024-05-17, absent 2024-12-18)Dec 18, 2024 · Control person left · inference
- Jonathan Daniel Hartzler (Chief Compliance Officer) appeared on Schedule A of Mcdonald Partners LlcDec 18, 2024 · Control person joined · fact
- Caroline Elizabeth Wisniewski (Cco/Rosfp) appeared on Schedule A of Mcdonald Partners LlcMay 17, 2024 · Control person joined · fact
- Jonathan S Lucas (Coo/Cco) no longer on Schedule A of Mcdonald Partners Llc (listed 2024-03-04, absent 2024-05-17)May 17, 2024 · Control person left · inference
- Mark Henry Peyser left Mcdonald Partners Llc for Retirement Income Solutions, Inc. (registered 2023-06-01)Apr 27, 2023 · Advisor changed firm · fact
- Mcdonald Partners Llc reported RAUM $1.1B, down 33% from $1.6B (2022-12-19 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- Angelina Gerovac (Chief Compliance Officer - Broker-Dealer) no longer on Schedule A of Mcdonald Partners Llc (listed 2022-09-15, absent 2022-12-19)Dec 19, 2022 · Control person left · inference
- Amanda Jenkins left Mcdonald Partners Llc for First Command Advisory Services (registered 2022-12-08)Nov 23, 2022 · Advisor changed firm · fact
- Angelina Gerovac left Mcdonald Partners Llc for Huntington Financial Advisors (registered 2022-10-06)Sep 14, 2022 · Advisor changed firm · fact
- Mindy Leigh Qua left Mcdonald Partners Llc for Stratos Wealth Partners, Ltd (registered 2022-08-22)Aug 22, 2022 · Advisor changed firm · fact
- Sean G Kriak left Mcdonald Partners Llc for Mai Capital Management, Llc (registered 2022-09-29)Aug 10, 2022 · Advisor changed firm · fact
- Deanna Cilnyk Roeger left Mcdonald Partners Llc for Mai Capital Management, Llc (registered 2022-09-06)Aug 10, 2022 · Advisor changed firm · fact
- Joseph Louis Palko left Mcdonald Partners Llc for Mai Capital Management, Llc (registered 2022-08-18)Aug 10, 2022 · Advisor changed firm · fact
- 3 advisors left Mcdonald Partners LLC (Cleveland, OH) for Mai Capital Management, LLC on the same dayAug 10, 2022 · Team lift-out · derived
- Michelle Conley Hegarty left Mcdonald Partners Llc for Janney Montgomery Scott Llc (registered 2022-08-01)Aug 2, 2022 · Advisor changed firm · fact
- Todd Clark Kalish left Mcdonald Partners Llc for Park Edge Advisors, Llc (registered 2022-07-01)Jul 5, 2022 · Advisor changed firm · fact
- Angelina Gerovac (Chief Compliance Officer - Broker-Dealer) appeared on Schedule A of Mcdonald Partners LlcApr 27, 2022 · Control person joined · fact
- Mcdonald Partners Llc reported 24 state-registered advisory representatives, down from 34 (2021-03-09 to 2021-03-30)Mar 30, 2021 · Advisor headcount change · derived
- Jonathan S Lucas (Chief Compliance Officer - Broker/Dealer) appeared on Schedule A of Mcdonald Partners LlcMar 30, 2020 · Control person joined · fact
- Audrey Lynn Harris (Chief Compliance Officer) no longer on Schedule A of Mcdonald Partners Llc (listed 2018-08-30, absent 2019-02-11)Feb 11, 2019 · Control person left · inference
- Mcdonald Partners Llc reported RAUM $1.4B, up 39% from $984.0M (2017-08-07 to 2018-03-26)Mar 26, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Mcdonald Partners LLC · Independent Sponsorsshared crd · capital_provider
- Mcdonald Partners LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/mcdonald-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- captrustaa.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 216-912-0567reportedpublic record, Form ADV, Jun 3, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $55.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Mcdonald Partners LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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