← Tributary

MPE PARTNERS

CLEVELAND, OH · CRD 281787 · IAPD ↗ · mpepartners.com · 216-416-7500

$1.44BRegulatory AUM
20Advisory reps
26Employees
0Clients
n/aPlanning clients
11Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2024 — MPE PARTNERS grew from 15 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — MPE PARTNERS crossed $1B in regulatory AUM ($799.2M -> $1.46B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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