DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mpe Partners
Legal name Mpe Mgt. Co., LLC
Latest filing Mar 29, 2026
First filing on the tape Jun 28, 2017 · 15 filings
SEC status approved since Jul 28, 2017
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
26
20 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
11
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$1.4B as of Mar 29, 2026
Mar 30, 2018$404M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 29, 2026
Mar 30, 20180 then
Employees (5.A)26 as of Mar 29, 2026
Mar 30, 201818 then
Private funds11 as of Mar 29, 2026
Mar 30, 20185 then
RAUM +4.1% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 29, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $131MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Mpe Partners IV, L.P. | Private Equity Fund | $398M | 41 | Mar 29, 2024 |
| Mpe Partners III, L.P. | Private Equity Fund | $386M | 38 | Mar 30, 2021 |
| Mpe Partners IV (Te) L.P. | Private Equity Fund | $235M | 13 | Mar 29, 2024 |
| Mpe Partners II, LP | Private Equity Fund | $210M | 37 | Mar 30, 2017 |
| Mpe Partners III (Te), L.P. | Private Equity Fund | $151M | 11 | Mar 30, 2021 |
| Mpe Partners II (Te), LP | Private Equity Fund | $60.0M | 5 | Mar 30, 2017 |
| Mpe Partners, LP | Private Equity Fund | $12.8M | 18 | Jun 28, 2013 |
| Mpe Partners II (Pf), LP | Private Equity Fund | $4.6M | 6 | Mar 30, 2017 |
| Mpe Partners (Pf), LP | Private Equity Fund | $3.3M | 19 | Mar 18, 2014 |
| Mpe Partners III (Pf), L.P. | Private Equity Fund | $1.4M | 3 | Mar 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Constantine Phillip Elefter · Member Of Mpe Mgt Co LLCcontrolsince 03/2024 · owns less than 5%
- Manuel John Joseph Machado · Member Of Mpe Mgt. Co, LLCcontrolsince 03/2014 · owns 25% to 50%
- Michael Graham Schena · Member Of Mpe Mgt. Co, LLCcontrolsince 01/2021 · owns 5% to 10%
- Ann Christine Smoragiewicz · Partner, Chief Financial Officer & Ccocontrolsince 07/2021 · owns less than 5%
- Gress Peter Taft · Member Of Mpe Mgt. Co, LLCcontrolsince 03/2014 · owns 25% to 50%
- Lee Karen Tuleta · Member Of Mpe Mgt. Co, LLCcontrolsince 03/2014 · owns 25% to 50%
- Robert Matthew Yohe · Member Of Mpe Mgt. Co, LLCcontrolsince 01/2021 · owns 5% to 10%
Related persons
Schedule D 7.A
- Morgenthaler Management Corporationinvestment advisernRAUM $107M
- Mpe Gp II, LLCpooled vehicle sponsory
- Mpe Gp III, LLCpooled vehicle sponsory
- Mpe Gp IV, LLCpooled vehicle sponsory
- Mpe Gp, LLCpooled vehicle sponsory
Advisers that list Mpe Partners as a related person
- 161509 n
Offices
Schedule D 1.F, the 25 largest
- Boston, MA14 employees
What changed
consecutive filings, newest first
- Accounts · 10 to 11Feb 10, 2026 to Mar 29, 2026
- Advisory employees · 19 to 20Feb 10, 2026 to Mar 29, 2026
- Pooled vehicle clients · 10 to 11Feb 10, 2026 to Mar 29, 2026
- Employees · 24 to 26Feb 10, 2026 to Mar 29, 2026
- Private funds · 10 to 11Feb 10, 2026 to Mar 29, 2026
- Discretionary RAUM · $1.4B to $1.4BFeb 10, 2026 to Mar 29, 2026
- Pooled vehicle RAUM · $1.4B to $1.4BFeb 10, 2026 to Mar 29, 2026
- RAUM · $1.4B to $1.4BFeb 10, 2026 to Mar 29, 2026
- Financial planning clients · unset to Jul 12, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.5B to $1.4BJul 12, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.5B to $1.4BJul 12, 2024 to Mar 31, 2025
- RAUM · $1.5B to $1.4BJul 12, 2024 to Mar 31, 2025
- Accounts · 8 to 10Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 15 to 19Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 8 to 10Mar 31, 2023 to Mar 29, 2024
- Employees · 19 to 24Mar 31, 2023 to Mar 29, 2024
- Private funds · 8 to 10Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $799M to $1.5BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $799M to $1.5BMar 31, 2023 to Mar 29, 2024
- RAUM · $799M to $1.5BMar 31, 2023 to Mar 29, 2024
- Advisory employees · 13 to 15Mar 30, 2022 to Mar 31, 2023
- Employees · 17 to 19Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $722M to $799MMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $722M to $799MMar 30, 2022 to Mar 31, 2023
- RAUM · $722M to $799MMar 30, 2022 to Mar 31, 2023
- Advisory employees · 7 to 13Aug 4, 2021 to Mar 30, 2022
- Custody of client assets · true to falseAug 4, 2021 to Mar 30, 2022
- Employees · 16 to 17Aug 4, 2021 to Mar 30, 2022
- Discretionary RAUM · $760M to $722MAug 4, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $760M to $722MAug 4, 2021 to Mar 30, 2022
- RAUM · $760M to $722MAug 4, 2021 to Mar 30, 2022
- Accounts · 5 to 8Mar 31, 2020 to Mar 30, 2021
- Pooled vehicle clients · 5 to 8Mar 31, 2020 to Mar 30, 2021
- Private funds · 5 to 8Mar 31, 2020 to Mar 30, 2021
- Discretionary RAUM · $393M to $760MMar 31, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $393M to $760MMar 31, 2020 to Mar 30, 2021
- RAUM · $393M to $760MMar 31, 2020 to Mar 30, 2021
- Employees · 18 to 16Mar 31, 2019 to Mar 31, 2020
- Discretionary RAUM · $417M to $393MMar 31, 2019 to Mar 31, 2020
- Pooled vehicle RAUM · $417M to $393MMar 31, 2019 to Mar 31, 2020
Signals
6 dated events
- Mpe Partners reported RAUM $1.5B, up 83% from $799.2M (2023-03-31 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Constantine Phillip Elefter (Partner) appeared on Schedule A of Mpe PartnersMar 31, 2023 · Control person joined · fact
- Christine Smoragiewicz (Chief Financial Officer & Cco) appeared on Schedule A of Mpe PartnersAug 4, 2021 · Control person joined · fact
- John Travis Boettner (Chief Financial Officer & Cco) no longer on Schedule A of Mpe Partners (listed 2021-03-30, absent 2021-08-04)Aug 4, 2021 · Control person left · inference
- Mpe Partners reported RAUM $759.7M, up 93% from $393.2M (2020-03-31 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Mpe Partners filed its initial SEC registration (Form ADV)Jun 28, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Mpe Partners · Independent Sponsorsshared crd · capital_provider
- MPE Partners · Private Equityshared crd · organization
- MPE Partners · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/MPE-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- MPEPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 216-416-7500reportedpublic record, Form ADV, Mar 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026