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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.