Mindoro Capital Partners LLC

RIASEC Registered

Total AUM

$226M

Discretionary

$223M

98% of AUM

Avg account

$2.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 328488
Registered since: February 1, 2024
Website: www.mindoro.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI65.57%
Charitable Organizations34.43%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mindoro Capital Partners LLC is an independent, SEC-registered registered investment adviser (registered in 2024) that serves individual and family clients. The firm operates as a capital allocator: it provides financial planning, discretionary portfolio management for individuals and small businesses, and selects third-party advisers on clients' behalf. Its fee model blends a percentage-of-assets-under-management approach with performance-based fees. Mindoro does not identify as an active ESG investor.