MPE PARTNERS
MPE MGT. CO., LLC Legal Name
Adviser information for MPE PARTNERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 24 |
|---|---|
| Investment Advisory/Research | 19 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $1.5B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $1.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $1.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-110907 |
|---|---|
| SEC ERA File Number | 801-110907 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281787 |
| Legal Entity Identifier | None |
Principal Office
600 SUPERIOR AVENUE EASTSUITE 2500
CLEVELAND
OH
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 216-416-7500, Fax: 216-416-7501
Chief Compliance Officer
CHRISTINE SMORAGIEWICZ
CHIEF FINANCIAL OFFICER, PARTNER
3 POST OFFICE SQUARE
SUITE 200
BOSTON
MA
United States
Tel:
617-587-7815
C************@**************M
(Full email address available in API data)
Regulatory Contact
JODIE KEMP
CONTROLLER
3 POST OFFICE SQUARE
SUITE 200
BOSTON
MA
United States
Tel:
617-587-7817
J****@**************M
(Full email address available in API data)
Industry Affiliates
| MORGENTHALER MANAGEMENT CORPORATION | Other investment adviser, including financial planners |
| MPE GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MPE GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MPE GP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MPE GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MPE PARTNERS (PF), LP | Private Equity Fund | $3.3M | $0.1M | 19 |
| MPE PARTNERS II (PF), LP | Private Equity Fund | $4.6M | $0.1M | 6 |
| MPE PARTNERS II (TE), LP | Private Equity Fund | $60.0M | $0.1M | 5 |
| MPE PARTNERS II, LP | Private Equity Fund | $210.2M | $0.1M | 37 |
| MPE PARTNERS III (PF), L.P. | Private Equity Fund | $1.4M | $0.2M | 3 |
| MPE PARTNERS III (TE), L.P. | Private Equity Fund | $150.7M | $0.2M | 11 |
| MPE PARTNERS III, L.P. | Private Equity Fund | $386.5M | $0.2M | 38 |
| MPE PARTNERS IV (TE) L.P. | Private Equity Fund | $234.7M | $0.3M | 13 |
| MPE PARTNERS IV, L.P. | Private Equity Fund | $398.4M | $0.3M | 41 |
| MPE PARTNERS, LP | Private Equity Fund | $12.8M | $0.1M | 18 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TAFT, PETER, GRESS | Individual | – | MEMBER OF MPE MGT. CO, LLC | 03/2014 | 25-50% |
| TULETA, KAREN, LEE | Individual | – | MEMBER OF MPE MGT. CO, LLC | 03/2014 | 25-50% |
| MACHADO, JOSEPH, MANUEL JOHN | Individual | – | MEMBER OF MPE MGT. CO, LLC | 03/2014 | 25-50% |
| YOHE, MATTHEW, ROBERT | Individual | – | MEMBER OF MPE MGT. CO, LLC | 01/2021 | 5-10% |
| SCHENA, GRAHAM, MICHAEL | Individual | – | MEMBER OF MPE MGT. CO, LLC | 01/2021 | 5-10% |
| SMORAGIEWICZ, CHRISTINE, ANN | Individual | – | PARTNER, CHIEF FINANCIAL OFFICER & CCO | 07/2021 | < 5% |
| ELEFTER, CONSTANTINE PHILLIP | Individual | – | MEMBER OF MPE MGT CO LLC | 03/2024 | < 5% |