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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2023
- Office Locations
- 1
Office Locations
About Mindoro Capital Partners LLC
Mindoro Capital Partners is a Boston- and Dallas-based RIA delivering a fully integrated wealth management offering, partnering with clients, advisors, and investment managers. The team emphasizes deep investment expertise and proactive engagement, with financial planning alongside portfolio construction and risk management. Investment exposure spans fixed income, ETFs, and private investments. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between May 23, 2025 and March 27, 2026, reported AUM increased 68.6%, from $134.3M to $226.4M.
Across 3 reported observations, AUM increased 125.9% between September 13, 2024 and March 27, 2026, from $100.2M to $226.4M.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 3 advisory representatives and 25 clients, or 8.3 clients per representative. That equates to $9.1M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Mindoro Capital Partners LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN DIETRICH HAASE
Chairman, Chief Executive Officer
- CRD
- #4262748
- Ownership
- 50% but less than 75%
JASON T ABELOWITZ
Chief Compliance Officer, Chief Operations Officer, Senior Vice President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Aaron William Straus
--
- CRD
- #7272798
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,993,597 | $2,423,843 |
| Non-Discretionary | $3,446,367 | $3,446,367 |
| Total | $226,439,964 | $2,434,838 |
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Separately Managed Accounts
SMA allocation detail is available
Mindoro Capital Partners LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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