Mio Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $59.6B in regulatory assets under management, 287 employees, 3 offices, and 75 accounts.
Assets Under Management
$59.6B
Employees
287
Offices
3 offices
Total Clients
1,050
Primary office
NEW YORK, NY
630 FIFTH AVENUE, 37TH FLOOR, NEW YORK, NY, United States
Top client segmentHNWI represent 87.1% of total clients.
Top client categories% of clientsClients
1
HNWI
87.1%
915
2
Pooled Investment Vehicles
7.1%
75
3
Individuals
5.7%
60
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$59.6Bas of March 30, 2026
Discretionary100.0%
$59.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$59.6B
Total Accounts75
10Y AUM Change+$37.1B (+164.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees287
Clients per Employee4:1
10Y Employee Change+135 (+88.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.