Overview
Assets Under Management: $100 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 5
Average Client Assets: $27 million
Frequently Asked Questions
MINDORO CAPITAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328488), MINDORO CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
MINDORO CAPITAL PARTNERS LLC is headquartered in BOSTON, MA.
MINDORO CAPITAL PARTNERS LLC serves 5 high-net-worth clients according to their SEC filing dated September 13, 2024. View client details ↓
According to their SEC Form ADV, MINDORO CAPITAL PARTNERS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MINDORO CAPITAL PARTNERS LLC manages $100 million in client assets according to their SEC filing dated September 13, 2024.
According to their SEC Form ADV, MINDORO CAPITAL PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.93
Average High-Net-Worth Client Assets: $27 million
Total Client Accounts: 25
Discretionary Accounts: 25
Regulatory Filings
CRD Number: 328488
Last Filing Date: 2024-09-13 00:00:00
Website: https://mindoro.com