9999999997-24-002579.txt : 20240509 9999999997-24-002579.hdr.sgml : 20240509 20240509111857 ACCESSION NUMBER: 9999999997-24-002579 CONFORMED SUBMISSION TYPE: X-17A-5 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240418 PERIOD START: 20230101 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MCDONALD PARTNERS LLC CENTRAL INDEX KEY: 0001331074 ORGANIZATION NAME: IRS NUMBER: 202714559 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: X-17A-5 SEC ACT: 1934 Act SEC FILE NUMBER: 008-66985 FILM NUMBER: 24001134 BUSINESS ADDRESS: STREET 1: 1301 EAST 9TH STREET STREET 2: SUITE 3700 CITY: CLEVELAND STATE: OH ZIP: 44114 BUSINESS PHONE: 216-912-1466 MAIL ADDRESS: STREET 1: 1301 EAST 9TH STREET STREET 2: SUITE 3700 CITY: CLEVELAND STATE: OH ZIP: 44114 FORMER COMPANY: FORMER CONFORMED NAME: MCDONALD PARTNERS, LLC DATE OF NAME CHANGE: 20100714 FORMER COMPANY: FORMER CONFORMED NAME: THOMAS MCDONALD PARTNERS, LLC DATE OF NAME CHANGE: 20060220 FORMER COMPANY: FORMER CONFORMED NAME: THOMAS MCDONALD & ASSOCIATES LLC DATE OF NAME CHANGE: 20050622 X-17A-5 1 9999999997-24-002579.paper AUTO-GENERATED PAPER DOCUMENT This document was generated as part of a paper submission. Please reference the Document Control Number 24001134 for access to the original document.