MIO Partners, Inc.

RIASEC Registered

Total AUM

$59.6B

Discretionary

$59.6B

100% of AUM

Avg account

$795M

Accounts

Employees

287

Advisory reps

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 U.S.-based investment adviser registered with the SEC in 1992. The firm serves both individuals and families as well as institutional clients and operates as a capital allocator across both proprietary and third‑party vehicles. Its business mix includes portfolio management for pooled investment vehicles, financial planning, selection of sub‑advisers, and delivery of educational seminars and workshops. MIO also conducts activities consistent with a commodity pool operator/commodity trading adviser (CPO/CTA) and serves in sponsor and GP roles for pooled vehicles. The firm charges a mix of percentage‑of‑AUM, fixed, and performance‑based fees and reports integrating ESG considerations into its investment approach.