Islay Capital Management is a fund manager in Lubbock with $233.39 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
202339425
SEC advisor number
801-61327
FINRA CRD number
114531
AUM ?
$233.39 mm
(as of 13 Jun 22)
Accounts
345
(as of 13 Jun 22)
Employees
2
(2 investment advisory or research)
Address
Islay Capital Management
8001 QUAKER AVENUE
SUITE J
LUBBOCK
TX 79416
8001 QUAKER AVENUE
SUITE J
LUBBOCK
TX 79416
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
8067448617
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mcdonald, Eric, Craig | Managing Member, Chief Investment Officer, Chief Compliance Officer | 01/1990 | > 75% |
Mercer, Jeffrey, Michael | Member | 01/2005 | 5-10% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Mcdonald Capital Management | $233.39 mm | |
MCM Ccp/baypine, LP | $1.79 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 21