SourcingSourcing

MPE MGT. CO., LLC

C19
CRD 281787·SEC 801-110907·CLEVELAND, OH
AUM
$1.44B
$1B+
Est. Revenue
$14.4M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MPE MGT. CO., LLC
CRD
281787
SEC file #
801-110907
EIN
—
DBA names
Mpe Partners

Economics

AUM
$1.44B
AUM band
$1B+
AUM trajectory
'20'26
$416.9M → $1.44B▲ +245%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
26
Advisory staff (per ADV)
20
Advisory staff (5-yr trend)
'20'26
7 advisors → 20 advisors▲ +186%
Primary office
CLEVELAND OH
Branches
Count1

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/29/2026
ADV-W filed at
—
Website
mpepartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YOHE, MATTHEW, ROBERT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
YOHE, MATTHEW, ROBERT
MACHADO, JOSEPH, MANUEL JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MPEPARTNERS.COM
Rdap Domain Creation Date
2014-11-07T18:20:47Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-07T18:20:47Z
Rdap Domain Last Changed
2025-11-08T12:02:05Z
Rdap Nameservers
Ns55.domaincontrol.comNs56.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5087522
Trust Company Affiliate
No

People (6)

6
YOHE, MATTHEW, ROBERT
Direct Owner · 37.5%
5087522
MACHADO, JOSEPH, MANUEL JOHN
Direct Owner · 17.5%
3116413
TAFT, PETER, GRESS
Direct Owner · 17.5%
1089330
TULETA, KAREN, LEE
Direct Owner · 17.5%
1527092
JOSHUA AVERILL LIEBOW
Executive Officer · 2.5%
5924354
SMORAGIEWICZ, CHRISTINE, ANN
Executive Officer · 2.5%
5795969