Mcdonald Capital Investors is an investment advisor in Orinda with $1.61 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
942832299
SEC advisor number
801-17866
FINRA CRD number
105562
AUM ?
$1.40 bn
(as of 30 Mar 23)
Accounts
91
(as of 30 Mar 23)
Employees
5
(2 investment advisory or research)
Address
Mcdonald Capital Investors
4 ORINDA WAY
SUITE 120-D
ORINDA
CA 94563
4 ORINDA WAY
SUITE 120-D
ORINDA
CA 94563
Phone
925-258-5401
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21