Mycio Wealth Partners is a fund manager in Philadelphia with $11.84 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
202611371
SEC advisor number
801-64053
FINRA CRD number
134436
AUM ?
$12.97 bn
(as of 27 Mar 24)
Accounts
7,648
(as of 27 Mar 24)
Employees
63
(44 investment advisory or research)
Address
Mycio Wealth Partners
2929 WALNUT STREET, SUITE 1200
PHILADELPHIA
PA 19104
2929 WALNUT STREET, SUITE 1200
PHILADELPHIA
PA 19104
Phone
267-295-2280
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Mycio Wealth Partners, LLC | $11.84 bn | |
BRP II, LP | $7.30 mm | Other Private Fund |
Rda Partners, LP | $1.44 mm | Other Private Fund |
Ref Partners, LP | $261.29 mm | Other Private Fund |
RSF Partners, LP | $240.74 mm | Other Private Fund |
Rspac Partners, LP | $161.92 mm | Other Private Fund |
Rus Partners, LP | $362.15 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21