McDonald Partners - aVenture Asset Manager Research
Location
Cleveland, OH, US
Founded
2005
McDonald Partners is a full-service brokerage and investment advisory firm offering comprehensive financial solutions. The firm focuses on creating tailored investment strategies for clients at various life stages, from starting families to retirement planning. Based in Ohio with a presence in Michigan, McDonald Partners provides innovative financial products and advice.
The firm's client-centric approach is supported by a team of experienced business leaders, including certified financial planners, retirement specialists, and managed assets professionals. McDonald Partners has invested in Diasome Pharmaceuticals, demonstrating interest in the healthcare sector. As a family and employee-owned investment boutique, the firm emphasizes a holistic approach to financial planning and wealth management services.
McDonald Partners - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Series C1 (100.0%)
Stage Mix
Series C 100%
Concentration shown as share of disclosed investments by stage.
