MIO Partners, Inc.

Corporate ventureSEC-registered adviserClassification probable· New York, New YorkMIOPARTNERS.COM

Our mission is to enable our clients to materially enhance their financial well-being. We provide objective advice on long-term wealth building and create distinctive investment products that offer value over market-based benchmarks.

In the firm's own words, from its website.

Reported fund assets
$110M
sum of its funds' Form ADV filings, last 30 months
Investment team
20
Latest vintage
2024
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsFundsInvestmentsTeam (26)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

40 additional team members, 1 additional investment, fund or LP, 55 events, 1 verified contact (1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Nothing material in the last 180 days. Last change: 30 Mar 2026, A team member departed on 30 Mar 2026.

People to know

View all people
  • David Franklin Azad
    Co-Chief Investment Officer
    Why: Chief investment officer: owns the allocation decision
    No route on file yet
  • Kevin Francis Clancy
    Co-Chief Investment Officer
    Why: Chief investment officer: owns the allocation decision
    No route on file yet
  • Barry Lee Zubrow
    Director
    Why: Named with investment responsibility
    No route on file yet

Relationship network

24 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to MIO Partners, Inc.: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to MIO Partners, Inc.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months

Investments on record

0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.

Stated thesis versus observed behaviour

no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

26 current, 26 departed

Decision makers

who to call first, and why; then everyone else by function
  • David Franklin Azad · Co-Chief Investment Officer
    Why this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
  • Kevin Francis Clancy · Co-Chief Investment Officer
    Why this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
  • Barry Lee Zubrow · Director
    Why this person: Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

26 current, 26 departed
26 departed (kept with end dates)

Contacts

1 firm phone

1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

4 vehicles, 0 LPs disclosed

Funds and vehicles

4 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
MIO Venture Fund I Spv LPSPV or co-invest vehicle2024 adv first reportedEarly deployment$675,232
Mar 30, 2026
1unknownunknown
MIO Venture Fund I Master LPFeeder or parallel2023 adv first reportedActive deployment$73.5M
Mar 30, 2026
3unknownunknown
MIO Venture Fund I LPFund2022 form d first saleActive deployment$29.0M
Mar 30, 2026
52$68.2M
of $100M
Dec 7, 2022

Limited partners

0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 3 other DFX graphs

Co-investors

0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Across DFX and the capital chainon 3 other DFX graphs Show
Across DFX
  • The same institution is held on RIA and Wealth, Private Credit, Private Equity, matched by identifier. See which records
Across the graphs

MIO Partners, Inc. is the same institution as 3 records in RIA and Wealth, Private Credit and Private Equity.

RIA and Wealth1Private Credit1Private Equity1

DFX found 3 relationships across 3 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

60 dated events, 114 observations from 3 sources

Timeline

60 dated events
  1. Mar 30, 2026
    Scott Aaron Kupor (Director) no longer on Schedule A of MIO Partners, Inc.
    Person leftPeopleInferenceScott Aaron KuporForm ADV
  2. Mar 30, 2026
    MIO Venture Fund II a Series of Mio Private Investments LP first reported on Form ADV by MIO Partners, Inc. (Venture Capital Fund), GAV $6,962,470
    Fund first reported on Form ADVFundsInferenceMIO Venture Fund II a Series of Mio Private Investments LPForm ADV
  3. Mar 28, 2024
    MIO Venture Fund I Spv LP first reported on Form ADV by MIO Partners, Inc. (Venture Capital Fund), GAV $197
    Fund first reported on Form ADVFundsFactMIO Venture Fund I Spv LPForm ADV
  4. Mar 30, 2023
    MIO Venture Fund I LLC first reported on Form ADV by MIO Partners, Inc. (Venture Capital Fund), GAV $68,200,000
    Fund first reported on Form ADVFundsFactMIO Venture Fund I LPForm ADV
  5. Mar 30, 2023
    MIO Venture Fund I Master LP first reported on Form ADV by MIO Partners, Inc. (Venture Capital Fund)
    Fund first reported on Form ADVFundsFactMIO Venture Fund I Master LPForm ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Mar 30, 2026 · 15 private fundsShow
Headquarters
New York, NYadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
MIOPARTNERS.COM
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 30, 2026
Private funds reported
15 (5 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$28Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$60Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
287
Owners on Schedule A
Mckinsey & Company, Inc. (Shareholder), owns 75% or more; MIO Group, Inc. (Shareholder), owns 75% or more

Classification history

Every classification this record has carried1 on recordShow
  1. Sep 12, 2026
    Corporate venture (probable, 80%)
    Corporate parent: Mckinsey & Company, Inc.

Evidence

115 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedMar 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserOct 11, 2024FactForm ADV
First Form ADV filing2012-03-29Mar 30, 2026FactForm ADV
First Form ADV filing2012-03-29Oct 11, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-30Oct 1, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Latest Form ADV filing2024-10-11Oct 11, 2024FactForm ADV
SEC statusApprovedMar 30, 2026FactForm ADV
SEC status effective1992-06-10Mar 30, 2026FactForm ADV
Venture share of reported funds0Mar 30, 2026FactForm ADV
Venture share of reported funds0Oct 11, 2024FactForm ADV
Business phoneMar 30, 2026FactForm ADV
Business phoneOct 11, 2024FactForm ADV
Contact page urlSep 16, 2026Fact
DescriptionSep 16, 2026Fact
DescriptionSep 15, 2026Fact
Employees287Mar 30, 2026FactForm ADV
Employees225Oct 11, 2024FactForm ADV
HeadquartersNew York, NYMar 30, 2026FactForm ADV
HeadquartersNew York, NYOct 11, 2024FactForm ADV
Office addressMar 30, 2026FactForm ADV
Office addressOct 11, 2024FactForm ADV
Legal formCorporationMar 30, 2026FactForm ADV
Portfolio pageSep 16, 2026Fact
Portfolio pageSep 15, 2026Fact
Private funds reported15Mar 30, 2026FactForm ADV
Private funds reported15Mar 30, 2026FactForm ADV
Private funds reported14Oct 11, 2024FactForm ADV
Private fund gross assets (reported)$28BMar 30, 2026FactForm ADV
Private fund gross assets (reported)$28BMar 30, 2026FactForm ADV
Private fund gross assets (reported)$20BOct 11, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$60BMar 30, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$48BOct 11, 2024FactForm ADV
Schedule a diffsadiff-1Mar 30, 2026FactForm ADV
Team pageSep 16, 2026Fact
Team pageSep 15, 2026Fact
Venture funds reported5Mar 30, 2026FactForm ADV
Venture funds reported5Mar 30, 2026FactForm ADV
Venture funds reported4Oct 11, 2024FactForm ADV
WebsiteMar 30, 2026FactForm ADV
WebsiteOct 11, 2024FactForm ADV
Site titleSep 16, 2026Fact
Site titleSep 15, 2026Fact
How this is scored
Scores, classification basis and filing advisersCorporate venture, probableShow
Importance
31
moderate
Active deployment
25
moderate
Emerging
0
low
Freshness
100
high
Corporate venture · probableSEC registered investment adviser

Corporate parent: Mckinsey & Company, Inc.

The inputs behind each score
importance
gav: 0.32 · funds: 0.33 · people: 1 · investments: 0 · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 4 · reported gav: $110M · first adv filing: 2012-03-29 · years since first filing: 14.5

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2012-03-29source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo.