Private fund adviser · New York, NY
MIO Partners, Inc.
SEC-registered investment adviser · CRD 108637 · SEC 801-41495
At a glance
MIO Partners, Inc. is an SEC-registered investment adviser based in New York, New York, with $59.6 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 975 individual clients. By Form ADV it is a private fund adviser, ranked 138th of 4,686 private fund advisers and 383rd of 17,210 SEC-registered advisers by assets.
Main office 212-203-4000miopartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $60B
- Rank among private fund advisers
- #138 of 4,686
- Rank among all SEC RIAs
- #383 of 17,210
- Rank in New York
- #100 of 2,591
- Individual clients
- 975
- High-net-worth clients
- 915
- Accounts
- 75
- Discretionary
- 100% of AUM
- Employees
- 287
- Advisory staff
- 66
- Offices
- 4
Owners and executives on its Form ADV
- Casey S. LipscombGeneral Counsel and Secretary
- Gunnar PritschPresident and Chief Operating Officer
- Gordon R. OrrDirector
- Matthew C. KellyChief Financial Officer
- Toos N. DaruvalaDirector
- Timothy P. FlynnDirector
- Christine M. CummingDirector
- Michael T. Patsalos-FoxDirector
- Barry L. ZubrowDirector
- Helena L. MorrisseyDirector
- David J. BlumerDirector
- Nirmal P. NarvekarDirector
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 75 | $45B | 75% |
| Pension and profit sharing plans | – | $15B | 25% |
| Individuals | 60 | $0M | 0% |
| High-net-worth individuals | 915 | $0M | 0% |
Private funds
MIO Partners, Inc. reports 15 private funds with $28B in gross assets: hedge funds, venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
MIO Partners, Inc. answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗miopartners.com ↗
AtlasMembers
The full record on MIO Partners, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 335 peers of its type and size
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- Owners and executives, with titles and stakes
- 19 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does MIO Partners, Inc. manage?
MIO Partners, Inc. reports $59.6 billion in regulatory assets under management across 75 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is MIO Partners, Inc.?
MIO Partners, Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are MIO Partners, Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($44.9 billion, 75 clients); pension and profit sharing plans ($14.7 billion); individuals ($0, 60 clients).
Does MIO Partners, Inc. manage private funds?
Yes. It reports 15 private funds with $27.9 billion in gross assets, including hedge funds, venture capital funds.
Does MIO Partners, Inc. have any disciplinary history?
MIO Partners, Inc. answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is MIO Partners, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →