MIO Partners, Inc.

RIASEC Registered
Total AUM
$59.6B
Discretionary
$59.6B
100% of AUM
Avg account
$795M
Accounts
75
Employees
287
Advisory reps
27

Firm details

Headquarters
New York, New York
CRD number
108637
Registered since
June 10, 1992
Website
www.miopartners.com
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles75.32%
  • Pension & Profit Sharing Plans24.68%
Services
Financial PlanningPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MIO Partners, Inc. is a corporate investment adviser and capital allocator that works with both individual/family and institutional clients. The firm is registered with the SEC (registered in 1992) and offers a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees — depending on the engagement. Its advisory scope includes financial planning, portfolio management for pooled investment vehicles, selecting third-party advisers, and running educational seminars/workshops. MIO also performs CPO/CTA activities and reports being an active ESG investor. Ownership is structured between a domestic corporate entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 70%, Non-Exchange Traded Equities 23%, Cash & Cash Equivalents 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%, Derivatives 1%70%
  • Private Funds70%
  • Non-Exchange Traded Equities23%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 5
  • Matthew Kelly

    Matthew Kelly

    Partner and Chief Financial OfficerCRD 2697136

  • Toos Daruvala

    Toos Daruvala

    Co-ceoCRD 4938398

  • Basil Williams

    Basil Williams

    CEO & PartnerCRD 717300

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Contacts

3 of 22
  • Minho Cho

    Minho Cho

    Investment AdvisorCRD 7183587

  • Casey Lipscomb

    Casey Lipscomb

    General CounselCRD 4938355

  • Gordon Orr

    DirectorCRD 5656267

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$140M in ETFs

Passive

100%

$140M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$140M186,911100.00%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
630 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth