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McDonald Hartman Wealth Advisors
MCDONALD HARTMAN WEALTH ADVISORS is a state-registered investment adviser in SANTA MONICA, CA. The firm manages approximately $26 million in regulatory assets.
Overview
MCDONALD HARTMAN WEALTH ADVISORS is a state-registered investment adviser in SANTA MONICA, CA. The firm manages approximately $26 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2004
Location
Region
North America
Country
United States
City
Santa Monica
Corporate office
Cincinnati, OH, United States
Principals
John H. McDonald
President
Charles L. Hartman
Vice President
Sector focus
Frequently asked questions
Who runs investment decisions at McDonald Hartman Wealth Advisors?
John McDonald, President, and Charles Hartman, Vice President, oversee investment decisions. They source and negotiate co-investments directly with institutional GPs such as Golub Capital and RREEF.
Does McDonald Hartman participate in fund commitments or only direct deals?
The firm primarily does direct co-investments and separate accounts, avoiding open-ended fund structures. It uses single-tranche vehicles to aggregate capital across families.
What investment stages does McDonald Hartman typically target?
The firm focuses on middle-market private credit, core-plus real estate, and hedge funds. It does not target venture-stage or early-stage companies.
Which sectors does McDonald Hartman explicitly avoid?
The firm avoids venture capital, startups, and public equities as direct holdings. It maintains allocations through hedge funds but does not engage in day-to-day stock picking.
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