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Mio Partners

SEC-registered adviser since 1992New York, NYCRD 108637

$59.6B
AUM
1,050
Clients
See fees
Fee
66
Advisory staff

From Form ADV filed 30 March 2026 · data retrieved 15 October 2026SEC record

Mio Partners is an investment adviser headquartered in New York, New York, and registered with the SEC since 1992. Its clients include pooled investment vehicles, pension and profit-sharing plans, and other individuals.

Its services include financial planning, portfolio management for pooled vehicles, selecting other managers and educational seminars. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. Mio Group, Inc. owns 75% or more of Mio Partners, and Basil Williams is its CEO.

Clients

Mio Partners serves 1,050 clients, 915 of them high-net-worth individuals. The average client has about $57 million with the firm, and high-net-worth clients hold 0% of its $59.6 billion in assets.

Regulatory assets by client type
  • Pooled investment vehicles75 clients75%
  • Pension and profit-sharing plans25%
Show client breakdown
Individuals (other than HNW)
Clients
60
Regulatory AUM
$0
Share
0.0%
Avg. per client
$0
High-net-worth individuals
Clients
915
Regulatory AUM
$0
Share
0.0%
Avg. per client
$0
Pooled investment vehicles
Clients
75
Regulatory AUM
$44,879,959,613
Share
75.3%
Avg. per client
$598.4M
Pension and profit-sharing plans
Clients
Not reported
Regulatory AUM
$14,708,265,057
Share
24.7%
Avg. per client
—

Total

Clients
1,050
Regulatory AUM
$59,588,224,670
Share
100%
Avg. per client
$56.8M

What it does

Mio Partners provides financial planning, portfolio management for pooled vehicles, selecting other managers, educational seminars and other activities. It is paid through a percentage of assets, fixed fees and performance-based fees.

Mio Partners provided financial planning to 1,000 clients last fiscal year and advises 15 private funds.

100.0% of assets ($59.59B across 75 accounts) are managed with discretion. 5% of clients are outside the U.S., and 975 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks23%
  • Funds70%
  • Bonds3%
    • U.S. government and agency bonds2%
    • Investment grade corporate bonds1%
  • Cash3%
  • Other1%
    • Derivatives1%

Custodians

Mio Partners’ client accounts are held mainly at The Bank of New York Mellon, with 11% of managed assets. Mio Partners has custody of $59.59B for 75 clients.

Managed account assets by custodian
  • The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $6.36B11%
  • All other custodians$53.23B89%

Ownership and leadership

Mio Group, Inc. owns 75% or more of Mio Partners, and Basil Williams is its CEO.

Who owns the firm
Mio Partners, Inc.· the adviser

  • Mio Group, Inc.

    Control person · since July 2003

    Owns 75% or more of Mio Partners, Inc.

Leadership

  • Basil Williams
    Chief Executive Officer
  • Gunnar Pritsch
    President and Chief Operating Officer
  • Matthew Kelly
    Chief Financial Officer
  • Mark Salzberg
    Chief Compliance Officer
  • David Azad
    Co-Chief Investment Officer
  • Patience Ball
    Director
  • Kathleen Bettencourt
    Director
  • David Blumer
    Director
  • Kevin Clancy
    Co-Chief Investment Officer
  • Christine Cumming
    Director
  • Toos Daruvala
    Director
  • Timothy Flynn
    Director
  • Casey Lipscomb
    General Counsel and Secretary
  • Helena Morrissey
    Director
  • Nirmal Narvekar
    Director
  • Charles Noski
    Director
  • Gordon Orr
    Director
  • Michael Patsalos-Fox
    Director
  • Barry Zubrow
    Director

Staff

  • 287 employees
  • 66 in advisory functions
  • 8 state-registered reps

Reported holdings

Mio Partners’ reported 13F holdings total $371.5M across 6 positions, and the ten largest make up 100.0% of it.

$371.5M
Reported 13F value
6
Positions
100.0%
In the 10 largest
+9.4%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. iShares TR · China Lg-cap ETFPut44.6%
  2. State Str SPDR S&P 500 ETF T · TR Unit37.6%
  3. iShares TR · Iboxx HI YD ETFPut10.1%
  4. iShares TR · MSCI Emg Mkt ETFPut5.6%
  5. iShares Inc. · MSCI Brazil ETFCall1.1%
  6. iShares Inc. · MSCI Brazil ETFPut1.1%

Together, the ten largest are 100.0% of reported value.

The 6 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 5 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $371.5M is not its $59.59B in regulatory assets and does not represent any individual client's portfolio.

Fees

Mio Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

Mio Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Mio Partners has 3 offices, with 3 listed addresses across 3 states.

Listed office addresses by state

New York · 1 listed address

  • 630 Fifth Avenue, 37th Floor, New YorkHQ

Registration details

Legal name
Mio Partners, Inc.
Headquarters
630 Fifth Avenue, 37th Floor, New York, NY 10111
Phone
212-203-4000
Website
www.miopartners.com
SEC file
801-41495
Structure
Delaware corporation
Fiscal year end
December

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. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Mio Partners have?

Mio Partners has 1,050 clients and manages $59.6 billion for them, as of March 2026. They include 915 high-net-worth individuals, 75 pooled investment vehicles and 60 other individuals.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026

What services does Mio Partners offer?

Mio Partners provides financial planning, portfolio management for pooled vehicles, selecting other managers, educational seminars and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Mio Partners use?

Mio Partners’ separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $6,357,653,453. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026

How many financial advisors does Mio Partners have?

Mio Partners has 8 investment adviser representatives registered with state securities authorities, out of 287 employees, and 66 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 Mio Partners invest in?

At the end of its last fiscal year, Mio Partners’ separately managed accounts held 70% pooled vehicles (private funds and similar), 23% non-exchange-traded equities, 3% cash and equivalents, 2% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% derivatives. It advises 15 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Mio Partners?

Mio Partners is owned through a holding company by McKinsey & Company, Inc. Its direct owner is Mio Group, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026

How does Mio Partners get paid?

Mio Partners is paid through a percentage of assets under management, fixed fees 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

Sources

  1. Form ADV Part 1A, amendment filed 30 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 108637.
  3. Form 13F-HR, filed 5 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Mio Partners, Inc. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.