MIO Partners, Inc.

Overview

MIO Partners, Inc. is a corporate investment adviser, SEC-registered since 1992, that functions as both a manager of pooled vehicles and a capital allocator to third-party managers. The firm works with individual and family clients as well as institutional investors and offers a mix of financial planning, portfolio management for pooled investment vehicles, selection of other advisers, and educational programming. It also operates in commodity pool/commodity trading adviser capacities (CPO/CTA) and serves as sponsor, general partner and managing member for pooled vehicles it controls. Its client fee arrangements include asset-based fees, fixed fees and performance-based fees. MIO Partners, Inc. identifies as an active ESG investor and combines direct fund sponsorship with allocating to external alternative managers rather than relying solely on long-only public equity strategies.

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