Investment adviser · CRD 135414

MCDONALD PARTNERS LLC

Investment adviser filing (IA)

CLEVELAND, OH, United States · Form ADV filed Sep 28, 2026

Regulatory AUM: $1.28B
Client accounts: 1,765
Employees: 29
Advisory professionals: 29

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	293	$491,982,229	38.5%
Individuals	838	$484,533,047	37.9%
Corporations & businesses	13	$202,719,202	15.8%
Charities	13	$63,376,847	5.0%
Pooled investment vehicles	4	$19,833,772	1.6%
Retirement plans	9	$16,828,416	1.3%

Filing source

Form ADV 2130899 · Sep 28, 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

8 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.

EDEN ROCK MONTENEGRO LLCPrivate Equity Fund · Last reported Sep 28, 2026$13.2MGross asset value

Form D fundraising filings

EDEN ROCK MONTENEGRO, LLC

Auditor MALONEY + NOVOTNY LLC CLEVELAND, Ohio, United States

Provider details

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

MALONEY + NOVOTNY LLC
PCAOB 320

Fund details & source

Fund ID: 805-7181596002
Reported beneficial owners: 92
Minimum commitment: $250K
Form D file number: 021-202969

Form ADV 2130899 · Sep 28, 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.

MP DPI LLCPrivate Equity Fund · Last reported Sep 28, 2026$3.95MGross asset value

Form D fundraising filings

MP DPI LLC

Auditor MALONEY + NOVOTNY, LLC CLEVELAND, Ohio, United States

Provider details

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

MALONEY + NOVOTNY, LLC
PCAOB 320

Fund details & source

Fund ID: 805-2586907346
Reported beneficial owners: 25
Minimum commitment: $25K
Form D file number: 021-224819

Form ADV 2130899 · Sep 28, 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.

MP127 LLCPrivate Equity Fund · Last reported Sep 28, 2026$1.49MGross asset value

Form D fundraising filings

MP127 LLC

Auditor MALONEY + NOVOTNY, LLC CLEVELAND, Ohio, United States

Custodian RBC CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

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

MALONEY + NOVOTNY, LLC
PCAOB 320

RBC CAPITAL MARKETS, LLC
SEC 8-45411

Fund details & source

Fund ID: 805-4987263261
Reported beneficial owners: 19
Minimum commitment: $20K
Form D file number: 021-277312

Form ADV 2130899 · Sep 28, 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.

ERM RESORT LLCPrivate Equity Fund · Last reported Sep 28, 2026$1.2MGross asset value

Form D fundraising filings

ERM Resort, LLC

Auditor MALONEY + NOVOTNY LLC CLEVELAND, Ohio, United States

Provider details

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

MALONEY + NOVOTNY LLC
PCAOB 320

Fund details & source

Fund ID: 805-4119020355
Reported beneficial owners: 1
Minimum commitment: $200K
Form D file number: 021-255538

Form ADV 2130899 · Sep 28, 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.

MCDONALD USAF LPPrivate Equity Fund · Last reported Jun 16, 2020$42.6KGross asset value

Auditor COHEN & CO CLEVELAND, Ohio, United States

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

Provider details

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

COHEN & CO
PCAOB 925

RBC CAPITAL MARKETS, LLC
SEC 8-45411

Fund details & source

Fund ID: 805-4016231732
Reported beneficial owners: 64
Minimum commitment: $100K
Form D file number: 021-169543

Form ADV 1432419 · Jun 16, 2020 · 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.

MPCF II LLCPrivate Equity Fund · Last reported Dec 18, 2024$1.78KGross asset value

Form D fundraising filings

MPCF II LLC

Auditor MALONEY + NOVOTNY, LLC CLEVELAND, Ohio, United States

Custodian RBC CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

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

MALONEY + NOVOTNY, LLC
PCAOB 320

RBC CAPITAL MARKETS, LLC
SEC 8-45411

Fund details & source

Fund ID: 805-7858664403
Reported beneficial owners: 65
Minimum commitment: $10.8K
Form D file number: 021-287820

Form ADV 1920409 · Dec 18, 2024 · 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.

MPCF III LLCPrivate Equity Fund · Last reported Dec 18, 2024$435Gross asset value

Form D fundraising filings

MPCF III LLC

Auditor MALONEY + NOVOTNY, LLC CLEVELAND, Ohio, United States

Custodian RBC CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

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

MALONEY + NOVOTNY, LLC
PCAOB 320

RBC CAPITAL MARKETS, LLC
SEC 8-45411

Fund details & source

Fund ID: 805-5523464379
Reported beneficial owners: 32
Minimum commitment: $25K
Form D file number: 021-347894

Form ADV 1920409 · Dec 18, 2024 · 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: Sep 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Commissions

Principal office

1301 EAST 9TH STREET, SUITE 3700
CLEVELAND, OH, 44114, United States

CRD 135414

Filing source

Form ADV 2130899 · Sep 28, 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.