Investment adviser · CRD 281787

MPE PARTNERS

Investment adviser filing (IA)

MPE MGT. CO., LLC

CLEVELAND, OH, United States · Form ADV filed Mar 29, 2026

Regulatory AUM
$1.44B
Form ADV · Item 5.F
Client accounts
11
Accounts, not individual clients
Employees
26
Reported in this filing
Advisory professionals
20
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles11$1,437,606,522100.0%
Filing source

Form ADV 2075851 · Mar 29, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

11 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MPE PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 29, 2026$430MGross asset value

Form D fundraising filings

MPE Partners IV, L.P.

Auditor BDO USA, P.C. BOSTON, Massachusetts, United States
Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-8801199795
Reported beneficial owners
41
Minimum commitment
$250K
Form D file number
021-482578

Form ADV 2075851 · Mar 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MPE PARTNERS III, L.P.Private Equity Fund · Last reported Mar 29, 2026$269MGross asset value

Form D fundraising filings

MPE Partners III, L.P.

Auditor BDO USA, P.C. BOSTON, Massachusetts, United States
Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian UMB BANK, N.A. COSTA MESA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-3936782296
Reported beneficial owners
38
Minimum commitment
$200K
Form D file number
021-375913

Form ADV 2075851 · Mar 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MPE PARTNERS IV (TE) L.P.Private Equity Fund · Last reported Mar 29, 2026$253MGross asset value

Form D fundraising filings

MPE Partners IV (TE), L.P.

Auditor BDO USA, P.C. BOSTON, Massachusetts, United States
Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-3977127947
Reported beneficial owners
13
Minimum commitment
$250K
Form D file number
021-482579

Form ADV 2075851 · Mar 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MPE PARTNERS II, LPPrivate Equity Fund · Last reported Mar 29, 2026$178MGross asset value

Form D fundraising filings

MPE Partners II, L.P.

Auditor BDO USA, P.C. BOSTON, Massachusetts, United States
Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian UMB BANK, N.A. COSTA MESA, California, United States Related to adviser: No
Custodian WILMINGTON TRUST, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-9512388481
Reported beneficial owners
37
Minimum commitment
$50K
Form D file number
021-265522

Form ADV 2075851 · Mar 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MPE PARTNERS IV CO-INVESTMENT I, L.P.Private Equity Fund · Last reported Mar 29, 2026$140MGross asset value
Auditor BDO USA, P.C. BOSTON, Massachusetts, United States
Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-1510313577
Reported beneficial owners
9
Minimum commitment
$250K

Form ADV 2075851 · Mar 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MPE PARTNERS III (TE), L.P.Private Equity Fund · Last reported Mar 29, 2026$104MGross asset value

Form D fundraising filings

MPE Partners III (TE), L.P.

Auditor BDO USA, P.C. BOSTON, Massachusetts, United States
Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Custodian UMB BANK, N.A. COSTA MESA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-5897561752
Reported beneficial owners
11
Minimum commitment
$200K
Form D file number
021-375914

Form ADV 2075851 · Mar 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MPE PARTNERS II (TE), LPPrivate Equity Fund · Last reported Mar 29, 2026$50.3MGross asset value

Form D fundraising filings

MPE Partners II (TE), L.P.

Auditor BDO USA, P.C. BOSTON, Massachusetts, United States
Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Custodian UMB BANK, N.A. COSTA MESA, California, United States Related to adviser: No
Custodian WILMINGTON TRUST, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-9901768306
Reported beneficial owners
5
Minimum commitment
$50K
Form D file number
021-283532

Form ADV 2075851 · Mar 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 29, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

600 SUPERIOR AVENUE EAST, SUITE 2500
CLEVELAND, OH, 44114, United States

CRD 281787

Filing source

Form ADV 2075851 · Mar 29, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.