|
⚲
|
| MPE MGT Co LLC
✚
|
|
|---|---|
| CRD # | 281787 |
| SEC # | 801-110907 |
| CIK # | |
| AUM | $799.2 MM (2023-03-31) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 216-416-7500 |
| Address | 600 Superior Avenue East Cleveland, OH 44114 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | MPE Partners III LP | [2021-03-30] | 420.1 | 372.9 |
| PE | MPE Partners III PF LP | [2021-03-30] | 420.1 | 1.3 |
| PE | MPE Partners III TE LP | [2021-03-30] | 420.1 | 145.0 |
| PE | MPE Partners II LP | [2017-03-30] | 245.8 | 202.9 |
| PE | MPE Partners II PF LP | [2017-03-30] | 4.2 | 4.4 |
| PE | MPE Partners II TE LP | [2017-03-30] | 55.0 | 57.8 |
| PE | MPE Partners PF LP | [2014-03-18] | 54.5 | 3.0 |
| PE | MPE Partners LP | [2013-06-28] | 54.5 | 11.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 799.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 799.2 |
| By Discretionary | ||
| Discretionary | 8 | 799.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 799.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 799.2 | |
| Total | 8 | 799.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Karen Tuleta | 8 | ||
| Peter Taft | 8 | ||
| Joe Machado | 2 | ||
| Joseph Machado | 6 | ||
| Machado Joseph | 1 |
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