Investment adviser · CRD 105562

MCDONALD CAPITAL INVESTORS INC

Investment adviser filing (IA)

ORINDA, CA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $1.86B
Client accounts: 90
Employees: 5
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	73	$1,129,575,467	60.8%
Pooled investment vehicles	2	$328,439,250	17.7%
Charities	7	$224,137,314	12.1%
Retirement plans	2	$171,790,770	9.2%
Individuals	6	$3,489,021	0.2%

Filing source

Form ADV 2068672 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

NORTH STAR HEDGE FUND LPHedge Fund · Last reported Mar 30, 2021$143MGross asset value

Auditor DELOITTE AND TOUCHE LLP SAN FRANCISCO, California, United States

Custodian RBC CAPITAL MARKETS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No

Prime broker RBC CAPITAL MARKETS, LLC MINNEAPOLIS, Minnesota, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

DELOITTE AND TOUCHE LLP
PCAOB 34

RBC CAPITAL MARKETS, LLC
SEC 8-45411

RBC CAPITAL MARKETS, LLC
CRD 31194 · SEC 8-45411

Fund details & source

Fund ID: 805-5857593391
Reported beneficial owners: 11
Minimum commitment: $200K

Form ADV 1505431 · Mar 30, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

4 ORINDA WAY, SUITE 120-D
ORINDA, CA, 94563, United States

CRD 105562

Filing source

Form ADV 2068672 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.