MPE PARTNERS

RIASEC RegisteredEst. 2017
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$131M
Accounts
11
Employees
26
Advisory reps
6

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
281787
Registered since
July 28, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MPE Partners is a limited liability company that acts primarily as an adviser and sponsor of pooled private investment vehicles. Registered with the SEC in 2017, the firm targets institutional investors and runs private funds as the core of its business. Its advisory activities focus on portfolio management for pooled investment vehicles and it also serves as a GP/managing member and sponsor for those vehicles. Investment activity is concentrated in private markets: the firm’s capital is almost entirely allocated to private equity strategies, with a noted allocation to private credit as a complementary sleeve. MPE Partners charges both a percentage-of-AUM fee and performance-based fees, aligning its economics with traditional private-fund structures. The firm reports being an active ESG investor, indicating that environmental, social and governance considerations factor into manager selection and portfolio oversight.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CHRISTINE SMORAGIEWICZ

    Partner, CFO and COOCRD 5795969

Contacts

3 of 5
  • PETER TAFT

    PartnerCRD 1089330

  • KAREN TULETA

    PartnerCRD 1527092

  • JOSEPH MACHADO

    PartnerCRD 3116413

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
600 Superior Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth