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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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