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Mio Partners, Inc.

● SEC registered since 1992CRD 108637SEC# 801-41495New York, NY
Export (members)
Ranks #254 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$59.59B
Fund GAV
$27.91B
Private funds
15
Employees
287
Accounts
75
Location
New York, NY

Mio Partners, Inc. assets under management

Mio Partners, Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1992. It reports $59.6 billion in regulatory assets under management and employs 287 people. Mio Partners, Inc. manages 15 private funds with combined gross assets of $27.9 billion, including Compass Htv LLC. By regulatory assets, it ranks 254 of 6,004 private fund managers.

Mio Partners, Inc. private funds

15 funds · $27.91B GAV
FundTypeGross assetsMin.
Compass Htv LLCHedge$17.73B$500K
Compass Sav II LLCHedge$4.03B$500K
Compass Offshore Sav II Pcc LimitedHedge$2.42B$500K
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Mio Partners, Inc. owners & executives

21 reported
NameTitleOwnershipSince
Barry Lee Zubrow ControlDirectorUnder 5%2020
Basil Constantine Williams ControlChief Executive OfficerUnder 5%2021
Casey Sinclair Lipscomb ControlGeneral Counsel And SecretaryUnder 5%2004
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Frequently asked questions

How much does Mio Partners, Inc. manage?

Mio Partners, Inc. reports $59.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Mio Partners, Inc. manage?

Mio Partners, Inc. manages 15 private funds with combined gross assets of $27.9 billion.

How many employees does Mio Partners, Inc. have?

Mio Partners, Inc. reports 287 employees.

Where is Mio Partners, Inc. located?

Mio Partners, Inc. is based in New York, NY and has been SEC-registered since 1992.

Does Mio Partners, Inc. disclose fund performance?

Mio Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address630 Fifth Avenue, 37th Floor, New York, NY 10111
Phone212-203-4000
Fax646-307-6645
Office hours9:00 a.m.-5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1535457
Discloses disciplinary historyYes

Regulatory AUM

$59.59B▲ 33%
Mar '25 — $44.93BApr '25 — $44.93BMay '25 — $44.93BJun '25 — $44.93BJul '25 — $44.93BAug '25 — $44.93BSep '25 — $44.93BOct '25 — $44.93BNov '25 — $44.93BDec '25 — $44.93BJan '26 — $44.93BFeb '26 — $44.93BMar '26 — $59.59BApr '26 — $59.59BMay '26 — $59.59BJun '26 — $59.59B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
AUM vs fund managersTop 4%
Larger than 96% of 6,004 private-fund managers
Number of fundsTop 17%
More funds than 83% of fund managers
EmployeesTop 3%
More than 97% of 16,825 advisers

Assets under management

$59.59Bregulatory AUM
Discretionary $59.59B

Fund type mix

Hedge10
Venture Capital5