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MITCHELL PORTFOLIO MANAGEMENT, L.P.

COSTA MESA, CA · CRD 164841 · IAPD ↗ · mpmlp.com · 714-432-5300

$163.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
December 2024 — MITCHELL PORTFOLIO MANAGEMENT, L.P. (COSTA MESA, CA) left the SEC roster (was $163.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.