Mycio Wealth Partners, LLC
● SEC registered since 2005CRD 134436SEC# 801-64053Philadelphia, PA
Ranks #644 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$15.78B
Fund GAV
$1.1B
Private funds
5
Employees
67
Accounts
8,391
Location
Philadelphia, PA
Mycio Wealth Partners, LLC assets under management
Mycio Wealth Partners, LLC is an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 2005. It reports $15.8 billion in regulatory assets under management and employs 67 people. Mycio Wealth Partners, LLC manages 5 private funds with combined gross assets of $1.1 billion, including Rsdf Partners, LP. By regulatory assets, it ranks 644 of 6,030 private fund managers.
Mycio Wealth Partners, LLC private funds
5 funds · $1.1B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rsdf Partners, LP | Other Private | $380.9M | $250K |
| Ref Partners, LP | Other Private | $364.2M | $250K |
| Rus Partners, LP | Other Private | $342.6M | $250K |
| Brp II, LP | Other Private | $9.4M | $250K |
| Rspac Partners, LP | Other Private | $635K | $250K |
Mycio Wealth Partners, LLC owners & executives
9 reported| 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 | 5-10% | 2005 |
| Union Acquisition, LLC | Manager Member | 50-75% | 2015 |
| Affiliated Manager Group, Inc. Control | Series A Member And Manager | Over 75% | 2011 |
| Affiliated Managers Group, Inc. Control | Sole Shareholder | Over 75% | 2011 |
| Amg Wealth Partners, LP Control | Sole Member | Over 75% | 2015 |
| Amg Wp GP Holdings Corp. Control | General Partner | — | 2011 |
| Amg Wp LP Holdings, LLC Control | Limited Partner | Over 75% | 2011 |
Frequently asked questions
How much does Mycio Wealth Partners, LLC manage?
Mycio Wealth Partners, LLC reports $15.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Mycio Wealth Partners, LLC manage?
Mycio Wealth Partners, LLC manages 5 private funds with combined gross assets of $1.1 billion.
How many employees does Mycio Wealth Partners, LLC have?
Mycio Wealth Partners, LLC reports 67 employees.
Where is Mycio Wealth Partners, LLC located?
Mycio Wealth Partners, LLC is based in Philadelphia, PA and has been SEC-registered since 2005.
Does Mycio Wealth Partners, LLC disclose fund performance?
Mycio Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976 |
| 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 |
Regulatory AUM
$15.78B▲ 9%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,306 advisers
AUM vs fund managersTop 11%
Larger than 89% of 6,030 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 10%
More than 90% of 16,824 advisers
Assets under management
$15.78Bregulatory AUM
Discretionary $693.6MNon-discretionary $15.09B
Service providers
Auditor
Custodian