Investment adviser · CRD 114531

MCDONALD CAPITAL MANAGEMENT

Investment adviser filing (IA)

ISLAY CAPITAL MANAGEMENT, LLC

LUBBOCK, TX, United States · Form ADV filed Jul 17, 2026

Regulatory AUM
$358M
Form ADV · Item 5.F
Client accounts
402
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals77$251,970,29570.5%
Charities9$42,867,81312.0%
Corporations & businesses11$29,917,4188.4%
Individuals84$24,516,8766.9%
Pooled investment vehicles2$8,385,6122.3%
Filing source

Form ADV 2120494 · Jul 17, 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

2 Private funds

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

ISLAY MULTIFACTOR FUND I, LPHedge Fund · Last reported Jul 17, 2026$5.29MGross asset value

Form D fundraising filings

Islay Multifactor Fund I, LP

Fund administrator TRIDENT TRUST HOUSTON, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ASHLAND PARTNERS, LLP MEDFORD, Oregon, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Custodian VICTORY BANK LUBBOCK, Texas, United States Related to adviser: Yes
Prime broker STONEX FINANCIAL INC. WINTER PARK, Florida, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ASHLAND PARTNERS, LLP
PCAOB 3783

PERSHING LLC
SEC 8-17574

STONEX FINANCIAL INC.
CRD 45993 · SEC 8-51269

Fund details & source
Fund ID
805-6418347847
Reported beneficial owners
7
Minimum commitment
$250K
Form D file number
021-491284

Form ADV 2120494 · Jul 17, 2026 · 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.

MCM CCP/BAYPINE, LPPrivate Equity Fund · Last reported Jul 17, 2026$1.68MGross asset value

Form D fundraising filings

MCM CCP/Baypine, LP

Custodian VICTORY BANK LUBBOCK, Texas, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3499148826
Reported beneficial owners
12
Minimum commitment
$250K
Form D file number
021-421558

Form ADV 2120494 · Jul 17, 2026 · 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: Jul 17, 2026. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

8001 QUAKER AVENUE, SUITE J
LUBBOCK, TX, 79424, United States

CRD 114531

Filing source

Form ADV 2120494 · Jul 17, 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.