Mindoro Capital Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Mindoro Capital Partners reports 11 clients. They include 11 high-net-worth individuals. Of its assets, 98.5% ($223M across 92 accounts) are managed with discretion; $3.45M across 1 account is not. It advised 14 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 66% |
| Charitable organizations | Fewer than 5 | 34% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 11 | $148M | 65.6% | $13.5M |
| Charitable organizations | Fewer than 5 | $78M | 34.4% | — |
| Total | 11 | $226M | 100% | — |
- Clients
- 11
- Regulatory AUM
- $148M
- AUM share
- 65.6%
- Avg. per client
- $13.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $78M
- AUM share
- 34.4%
- Avg. per client
- —
Total
- Clients
- 11
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 14
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Mindoro Capital Partners is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
John Haase owns 50% to 75% of Mindoro Capital Partners. The leadership team of Mindoro Capital Partners includes Chief Investment Officer James Parker and Chief Compliance Officer Jason Abelowitz. It has 11 employees, 3 of them in advisory roles.
Leadership
- Jason AbelowitzChief Operations Officer / Chief Compliance Officer
- Avinash FernandesChief Client Advisory Officer
- John HaaseChairman & CEO
- James ParkerChief Investment Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Mindoro Capital Partners LLC
John Haase
Control person · since November 2023
- Owns 10% to 25% of Mindoro Capital Partners LLC
FDC Mindoro SPV LLC
since November 2023
Mindoro Capital Partners’ regulatory assets grew Infinity× from $0 (May 2024) to $226M (March 2026); employees rose from 3 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $226M | 11 | 11 | 2 |
| May 2025 | $134M | 5 | 8 | 2 |
| May 2024 | $0 | 0 | 3 | 3 |
Besides its headquarters, Mindoro Capital Partners has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Mindoro Capital Partners LLC
- Headquarters
- Not reported
- Website
- mindoro.com
- Phone
- 617-214-2313
- @mindoro-capital-partners
- SEC file
- 801-129441
- Structure
- Delaware LLC
- Fiscal year end
- December
Mindoro Capital Partners uses Charles Schwab ($157M) as custodian for its separately managed accounts. Mindoro Capital Partners has custody of $28.7M in client assets for 20 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $157M100%
At year end, Mindoro Capital Partners’ separately managed accounts were largely in funds (37%) and stocks (30%).
What the accounts hold
- Stocks30%
- Funds37%
- Pooled vehicles20%
- Registered funds17%
- Bonds27%
- State and local bonds17%
- Investment grade corporate bonds10%
- Cash6%
How many clients does Mindoro Capital Partners have?
Mindoro Capital Partners has 11 clients and manages $226 million for them, as of March 2026. They include 11 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Mindoro Capital Partners offer?
Mindoro Capital Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Mindoro Capital Partners use?
Mindoro Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $157M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Mindoro Capital Partners have?
Mindoro Capital Partners has 3 investment adviser representatives registered with state securities authorities, out of 11 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mindoro Capital Partners invest in?
At the end of its last fiscal year, Mindoro Capital Partners’ separately managed accounts held 30% exchange-traded equities, 20% pooled vehicles (private funds and similar), 17% state and local bonds, 17% registered funds (mutual funds, ETFs, BDCs), 10% investment grade corporate bonds and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mindoro Capital Partners?
Mindoro Capital Partners’ direct owners are FDC Mindoro SPV LLC (10% to 25%) and John Haase (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Mindoro Capital Partners get paid?
Mindoro Capital Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Mindoro Capital Partners?
Its phone number is 617-214-2313. Its website is mindoro.com.