MINDORO CAPITAL PARTNERS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $226.4M |
| Discretionary | $223.0M98% of AUM |
| Non-Discretionary | $3.4M |
| Client Accounts | 93 |
| Avg Account Size | $2.4M |
| Employees | 11 |
| Peak AUM | $226.4MMar 2026 |
AUM by Client Type
Total AUM
$226M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $226M | +68.6% | — | — | |
| Discretionary AUM | $223M | ||||
Key Metrics
| Total AUM | $226.4M |
| Discretionary | $223.0M |
| Employees | 11 |
| Client Accounts | 93 |
| Client Range | 1-10 |
Contact & Location
Phone
(617) 214-2313
Filing History
8 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$223M
98.5% of AUM
Non-Discretionary
$3M
1.5% of AUM
Disc. mix ▼ 1.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported