Mpe Mgt. Co., Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 11
- Avg AUM / client
- $131M
- Accounts
- 11
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $1.4B | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mpe Partners Iv, L.P. | Private Equity Fund | Delaware | $398M | 41 |
| Mpe Partners Iii, L.P. | Private Equity Fund | Delaware | $386M | 38 |
| Mpe Partners Iv (Te) L.P. | Private Equity Fund | Delaware | $235M | 13 |
| Mpe Partners Ii, Lp | Private Equity Fund | Delaware | $210M | 37 |
| Mpe Partners Iii (Te), L.P. | Private Equity Fund | Delaware | $151M | 11 |
| Mpe Partners Ii (Te), Lp | Private Equity Fund | Delaware | $60.0M | 5 |
| Mpe Partners, Lp | Private Equity Fund | Delaware | $12.8M | 18 |
| Mpe Partners Ii (Pf), Lp | Private Equity Fund | Delaware | $4.6M | 6 |
| Mpe Partners (Pf), Lp | Private Equity Fund | Delaware | $3.3M | 19 |
| Mpe Partners Iii (Pf), L.P. | Private Equity Fund | Delaware | $1.4M | 3 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Machado, Joseph, Manuel John | Member Of Mpe Mgt. Co, Llc | Mar 2014 (12y) | 25% – 50% | |
| Taft, Peter, Gress | Member Of Mpe Mgt. Co, Llc | Mar 2014 (12y) | 25% – 50% | |
| Tuleta, Karen, Lee | Member Of Mpe Mgt. Co, Llc | Mar 2014 (12y) | 25% – 50% | |
| Schena, Graham, Michael | Member Of Mpe Mgt. Co, Llc | Jan 2021 (6y) | 5% – 10% | |
| Yohe, Matthew, Robert | Member Of Mpe Mgt. Co, Llc | Jan 2021 (6y) | 5% – 10% | |
| Smoragiewicz, Christine, Ann | Partner, Chief Financial Officer & Cco | Jul 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Elefter, Constantine Phillip | Member Of Mpe Mgt Co Llc | Mar 2024 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $1.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mpe Partners Iv, L.P. | Private Equity Fund | $398M | $250K | 41 |
| Mpe Partners Iii, L.P. | Private Equity Fund | $386M | $200K | 38 |
| Mpe Partners Iv (Te) L.P. | Private Equity Fund | $235M | $250K | 13 |
| Mpe Partners Ii, Lp | Private Equity Fund | $210M | $50.0K | 37 |
| Mpe Partners Iii (Te), L.P. | Private Equity Fund | $151M | $200K | 11 |
| Mpe Partners Ii (Te), Lp | Private Equity Fund | $60.0M | $50.0K | 5 |
| Mpe Partners, Lp | Private Equity Fund | $12.8M | $50.0K | 18 |
| Mpe Partners Ii (Pf), Lp | Private Equity Fund | $4.6M | $50.0K | 6 |
| Mpe Partners (Pf), Lp | Private Equity Fund | $3.3M | $50.0K | 19 |
| Mpe Partners Iii (Pf), L.P. | Private Equity Fund | $1.4M | $200K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 3.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗