MIO Partners, Inc.
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
FINTRXOverview
MIO Partners, Inc. is a corporation registered with the SEC in 1992 that functions as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for pooled vehicles, manager selection and educational programming, and also operates in the capacity of a commodity pool operator/commodity trading advisor. Its fee arrangements include percentage-of-AUM billing as well as fixed and performance-based fees. MIO identifies as an active ESG investor and performs sponsor/GP and managing-member roles for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds70%
- Non-Exchange Traded Equities23%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 6
Matthew Kelly
Partner and Chief Financial OfficerCRD 2697136
Basil Williams
CEO & PartnerCRD 717300
Toos Daruvala
Co-ceoCRD 4938398
Contacts
3 of 21Timothy Flynn
DirectorCRD 6886947
Nirmal Narvekar
DirectorCRD 1837253
Michael Patsalos-Fox
ChairCRD 7244060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$140M in ETFs
100%
$140M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $140M | 186,911 | 100.00% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 630 Fifth Ave
- Time zone
- ET (UTC-5)
- Office locations
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