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MIO PARTNERS, INC.
CRD 108637File 801-41495
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$59.59B
Top 10% of cohort (national)
Discretionary AUM
$59.59B
Clients
1,050
75 accounts
Employees
287
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 10, 1992
- Principal office
- 630 FIFTH AVENUE, 37TH FLOOR, NEW YORK, NY, 10111
- Phone
- 212-203-4000
- Website
- HTTPS://WWW.MIOPARTNERS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $59.59B
- Discretionary AUM
- $59.59B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 75
- Non-discretionary accounts
- 0
- Total accounts
- 75
- AUM per client
- $56.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 915 | $0 |
| Pooled investment vehicles | 75 | $44.88B |
| Pension and profit sharing plans | Fewer than 5 | $14.71B |
| Individuals (other than high net worth individuals) | 60 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 260 | 287 | increased by27 |
| Apr 1, 2026 | Clients | 1,036 | 1,050 | increased by14 |
| Apr 1, 2026 | AUM | $44,925,740,346 | $59,588,224,670 | increased by$14,662,484,324 |
| Apr 1, 2026 | Accounts | 71 | 75 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 190 | 260 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 52 | 1,036 | increased by984 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $41,519,615,501 | $44,925,740,346 | increased by$3,406,124,845 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 52 | 71 | increased by19 |
| Apr 1, 2022 | Employees | 175 | 190 | increased by15 |
| Apr 1, 2022 | Clients | 44 | 52 | increased by8 |
| Apr 1, 2022 | AUM | $31,528,461,000 | $41,519,615,501 | increased by$9,991,154,501 |
| Apr 1, 2022 | Accounts | 45 | 52 | increased by7 |
| Jan 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MIO PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MIO PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.