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MINDORO CAPITAL PARTNERS LLC
CRD 328488File 801-129441
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$226.4M
Below cohort median (national)
Discretionary AUM
$223.0M
Non-discretionary $3.4M
Clients
11
93 accounts
Employees
11
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 1, 2024
- Principal office
- Not reported
- Phone
- (617) 214-2313
- Website
- https://mindoro.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $226.4M
- Discretionary AUM
- $223.0M
- Non-discretionary AUM
- $3.4M
- Discretionary accounts
- 92
- Non-discretionary accounts
- 1
- Total accounts
- 93
- AUM per client
- $20.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $78.0M |
| High net worth individuals | 11 | $148.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.