| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ref Partners, LP | Other Private | $355.2M | $250K |
| Rus Partners, LP | Other Private | $352.1M | $250K |
| Rsdf Partners, LP | Other Private | $351.5M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrian Gabriel Verueco Control | Member; Chief Financial Officer | Under 5% | 2016 |
| David Edmund Lees Control | Managing Member | 5-10% | 2005 |
| James Joseph Biles Control | Member; Chief Compliance Officer | Under 5% | 2005 |
Mycio Wealth Partners, LLC reports $14.4 billion in regulatory assets under management on its Form ADV.
Mycio Wealth Partners, LLC manages 6 private funds with combined gross assets of $1.1 billion.
Mycio Wealth Partners, LLC reports 64 employees.
Mycio Wealth Partners, LLC is based in Philadelphia, PA and has been SEC-registered since 2005.
Mycio Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2929 Walnut Street, Suite 1200, Philadelphia, PA 19104-5172 |
| Phone | 267-295-2280 |
| Fax | 267-295-2279 |
| Office hours | 8:00 a.m. To 7:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1371726 |
| Discloses disciplinary history | No |
| Discretionary | $1.09B |
| Non-discretionary | $13.33B |
| Total (RAUM) | $14.42B |