Mindoro Capital Partners LLC

RIASEC RegisteredEst. 2024

Total AUM

$226M

Discretionary

$223M

98% of AUM

Avg account

$2.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 328488
Registered since: February 1, 2024
Website: www.mindoro.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI65.57%
Charitable Organizations34.43%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mindoro Capital Partners LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2024. The firm serves individual and family clients and describes itself as a capital allocator that both manages portfolios and sources third-party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements combine a percentage of assets under management with performance-based compensation. The firm does not identify itself as an active ESG investor.