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.

Private fund

Mcdonald Usaf LP

Private Equity Fundadvised byMcdonald Partners LLCindependent RIA805-4016231732no longer reportedIAPD
Gross asset value
$42,587
as of Jun 16, 2020; not a fund size
Peak GAV
$1.9M
highest filing
Owners
64
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
9 filings
Mar 29, 2019 to Jun 16, 2020
Reporting history
one row per Form ADV filing
Gross asset value$42,587 as of Jun 16, 2020
Mar 29, 2019$1.9M then
Owners64 as of Jun 16, 2020
Mar 29, 201964 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Ohio, United Statesreported
Clients solicited
yes, 2% of the adviser's clients investedreported
Form D file number
021-169543reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • RBC Capital Markets, LLC
    Minneapolis, Minnesota
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
1.0%reportedadviser and related persons