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Kathleen Bettencourt

Director at Mio Partners

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Kathleen Bettencourt is Director of Mio Partners, Inc., a New York investment adviser.

Role at Mio Partners

Title on Schedule A
Director
Control
Kathleen Bettencourt is a control person of Mio Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kathleen Bettencourt has held the filed role since July 2021.

The firm

Mio Partners, Inc.
New York, NY

Form ADV filed 30 March 2026

$59.6B AUM1,050 clients66 advisers4 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Kathleen Bettencourt is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Kathleen Bettencourt
CRD
2344265
Firm
Mio Partners, Inc.
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Kathleen Bettencourt work?

Kathleen Bettencourt has been Director of Mio Partners, Inc. since July 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Mio Partners

Sources

  1. IAPD individual lookup, CRD 2344265. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Mio Partners, Inc., filed 30 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kathleen Bettencourt or Mio Partners, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.