# MPE Partners

> MPE Partners is an SEC-registered investment advisory firm in Cleveland, OH, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 281787
- Filed as: MPE PARTNERS
- Legal name: MPE MGT. Co., LLC
- Also doing business as: MORGENTHALER PRIVATE EQUITY, MPE PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cleveland, OH
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281787
- AdvisorCensus page: https://advisorcensus.com/firm/mpe-partners-cleveland-oh-281787

## Quick answers

**How is MPE Partners compensated?**
On its Form ADV (Item 5.E, October 2026), MPE Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MPE Partners located?**
MPE Partners' principal office is in Cleveland, OH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is MPE Partners registered with the SEC or a state?**
MPE Partners is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 281787.

**How much does MPE Partners manage?**
MPE Partners reports $1,437,606,522 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**How have MPE Partners' assets and staff changed since 2021?**
In the Form ADV data for MPE Partners: Regulatory assets under management: $759,727,851 in the October 2021 data and $1,437,606,522 in the October 2026 data, up 89%. Total employees: 16 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MPE Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does MPE Partners 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/281787

**What changed in MPE Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 19 to 20.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,437,606,522
- Discretionary: $1,437,606,522
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $1,437,606,522 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 26 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boston, MA

### Websites listed on Form ADV (Item 1.I)
- mpepartners.com
- LinkedIn @MPE-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $759,727,851 | 16 | August 4, 2021 |
| October 2022 | $722,123,012 | 17 | March 30, 2022 |
| October 2023 | $799,176,494 | 19 | March 31, 2023 |
| October 2024 | $1,462,590,642 | 24 | July 12, 2024 |
| October 2025 | $1,380,639,303 | 24 | March 31, 2025 |
| October 2026 | $1,437,606,522 | 26 | March 29, 2026 |

Regulatory assets under management: $759,727,851 in the October 2021 data and $1,437,606,522 in the October 2026 data, up 89%.
Total employees: 16 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 19 to 20.

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MPE Partners (CRD 281787): Form ADV filing data as of October 2026.