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MPE PARTNERS

Legal name: MPE MGT. CO., LLC

CRD 281787File 801-110907
APPROVED
Custody
Filing as of Mar 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.44B
Above cohort median (national)
Discretionary AUM
$1.44B
Clients
11
11 accounts
Employees
26
Top 25% of cohort in OH

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jul 28, 2017
Principal office
600 SUPERIOR AVENUE EAST, SUITE 2500, CLEVELAND, OH, 44114
Phone
216-416-7500

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.44B
Discretionary AUM
$1.44B
Non-discretionary AUM
$0
Discretionary accounts
11
Non-discretionary accounts
0
Total accounts
11
AUM per client
$130.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles11$1.44B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.