Caplight Directory>Investors>McDonald Partners>Mcdonald-partners


McDonald Partners

McDonald Partners

Cleveland, Ohiomcdonald-partners.com

Overview

McDonald Partners is an investment advisory firm and broker-dealer that provides wealth management, financial planning, and portfolio management services, and also engages in private equity investments.

Year Founded

2005

AUM

$1.12B

Portfolio Companies

1

Investments

CompanyDateStageLead
DiasomeJul 2017Series ACo-investor

Sector & Stage Mix

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SeedSeries ASeries BGrowth

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Investment Activity

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2021
2022
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2025
2026

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Firmographic Details

HeadquartersCleveland, Ohio
Year Founded2005
AUM$1.12B

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