MCDONALD CAPITAL INVESTORS INC
Adviser information for MCDONALD CAPITAL INVESTORS INC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 90 | $1.6B |
Non-Discretionary | 0 | $0 |
Total | 90 | $1.6B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 5 | $3.6M |
HNW Individuals | 73 | $914.2M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 2 | $359.7M |
Pension and profit sharing plans | 2 | $129.1M |
Charitable organizations | 8 | $210.9M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
4 ORINDA WAYSUITE 120-D
ORINDA
CA
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 925-258-5401, Fax: 925-258-1324
Chief Compliance Officer
LINDA UDALL
4 ORINDA WAY
SUITE 120-D
ORINDA
CA
United States
Tel:
925-258-5401
Fax:
925-258-1324
L****@******************M
(Full email address available in API data)
Regulatory Contact
ANDREW MCDONALD
PRINCIPAL
4 ORINDA WAY
SUITE 120-D
ORINDA
CA
United States
Tel:
925-258-5401
Fax:
925-258-1324
A**@******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MCDONALD, ANDREW, J. | Individual | – | PRESIDENT | 07/1982 | 25-50% |
MCDONALD, TRENT, H. | Individual | – | VICE PRESIDENT | 01/1986 | 25-50% |
UDALL, LINDA, M. | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2004 | < 5% |
STEYER, THOMAS, FAHR | Individual | – | SHAREHOLDER | 01/1994 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 51M | 282K | – |
ALPHABET INC | CAP STK CL C | 459K | 3K | – |
AMAZON COM INC | COM | 114M | 589K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 145M | 356K | – |
BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 15M | 407K | – |
BROOKFIELD CORP | CL A LTD VT SH | 87M | 2M | – |
COMCAST CORP NEW | CL A | 43M | 1M | – |
ECOLAB INC | COM | 81M | 340K | – |
ELEVANCE HEALTH INC | COM | 71M | 131K | – |
EVERBRIDGE INC | COM | 297K | 9K | – |
EXPEDITORS INTL WASH INC | COM | 2M | 15K | – |
FASTENAL CO | COM | 67M | 1M | – |
JPMORGAN CHASE & CO. | COM | 50M | 247K | – |
MARTIN MARIETTA MATLS INC | COM | 56M | 103K | – |
NETFLIX INC | COM | 148M | 219K | – |
NIKE INC | CL B | 67M | 888K | – |
PAYCHEX INC | COM | 112M | 941K | – |
PROGRESSIVE CORP | COM | 246M | 1M | – |
REGENERON PHARMACEUTICALS | COM | 146M | 139K | – |
UNION PAC CORP | COM | 42M | 187K | – |
US BANCORP DEL | COM NEW | 383K | 10K | – |
WELLS FARGO CO NEW | COM | 57M | 961K | – |