Mycio Wealth Partners LLC

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Assets, Funds, Holdings

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Mycio Wealth Partners LLC
CRD #134436
SEC #801-64053
CIK #1371726
AUM $8.9 BB (2% Disc, 99% US, 2020-03-30)
Employees48 (65% Investors, 0% Brokers)
Phone267-295-2280
Address2929 Walnut Street, Suite 1200
Philadelphia, PA 19104-5172
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02004200920152021
Sector Issuer Cap ($MM) Value ($MM)
CB 53,400.0 135.4
IVV 93.0
SPY 91.9
EFA 81.2
VEA 63.5
WAB 11,540.0 48.6
APD 52,520.0 41.5
SDY 32.6
IWB 29.7
IWM 25.9
View All
Holdings by Sector ($)
1.10.90.70.40.20.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other RSF Partners LP [2018-10-05] 94.8 124.4
Other RDA Partners LP [2012-03-14] 217.3 193.9
Other AIP Partners LP [2012-03-07] 34.9 21.0
Other BRP II LP [2012-03-07] 143.0 76.1
Other MRC Partners LP [2012-03-07] 83.3 49.1
Other RUS Partners LP [2010-05-27] 429.8 353.7
Other FFR Partners LP [2009-06-11] 243.2 130.1
Other REF Partners LP 484.6
View All
Fund Directors # Filings # Firms 2011 - 2020
Mycio Hedge Fund Advisors LLC 7 1
Mycio Wealth Partners LLC 7 1
David Lees 7 1
James Biles 6 1
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Orion Portfolio Solutions LLC
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Perkins Investment Management LLC
IL 8.7
Stableriver Capital Management LLC
GA 8.7
Lockwood Advisors Inc
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