# Mindoro Capital Partners LLC

> Mindoro Capital Partners LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 328488
- Filed as: MINDORO CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328488
- AdvisorCensus page: https://advisorcensus.com/firm/mindoro-capital-partners-llc-boston-ma-328488

## Quick answers

**How is Mindoro Capital Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mindoro Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**What does Mindoro Capital Partners LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.45% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Mindoro Capital Partners LLC located?**
Mindoro Capital Partners LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Mindoro Capital Partners LLC registered with the SEC or a state?**
Mindoro Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328488.

**How much does Mindoro Capital Partners LLC manage?**
Mindoro Capital Partners LLC reports $226,439,964 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (98% discretionary).

**How have Mindoro Capital Partners LLC's assets and staff changed since 2024?**
In the Form ADV data for Mindoro Capital Partners LLC: Regulatory assets under management: $100,233,198 in the October 2024 data and $226,439,964 in the October 2026 data, up 126%. Total employees: 7 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mindoro Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11).

**Which custodians does Mindoro Capital Partners LLC use?**
Mindoro Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Mindoro Capital Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328488

**What changed in Mindoro Capital Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 3. Regulatory assets under management went from $134,326,380 to $226,439,964 (+69%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.45% to 1% a year (a range, as the brochure states it)

> Wealth management fees generally range from 0.45% to 1.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $226,439,964
- Discretionary: $222,993,597
- Non-discretionary: $3,446,367

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 11 | $148,482,607 |
| Charitable organizations | Fewer than 5 | $77,957,357 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 11 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mindoro.com
- LinkedIn @mindoro-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,233,198 | 7 | September 13, 2024 |
| October 2025 | $134,326,380 | 8 | May 23, 2025 |
| October 2026 | $226,439,964 | 11 | March 27, 2026 |

Regulatory assets under management: $100,233,198 in the October 2024 data and $226,439,964 in the October 2026 data, up 126%.
Total employees: 7 in October 2024 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 3.
- Regulatory assets under management went from $134,326,380 to $226,439,964 (+69%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mindoro Capital Partners LLC (CRD 328488): Form ADV filing data as of October 2026.