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Overview
MIO Partners manages retirement and after-tax investments for McKinsey employees and alumni, offering funds already available in the McKinsey retirement plan and access to additional alternative investments. It administers and oversees these investment funds on an at-cost basis, so neither MIO nor McKinsey earns a profit from the investments. Investors choose from funds within the plan or related alternatives, and MIO’s governance is aligned with investors through significant participation in the funds. The goal is to provide convenient, time-saving investment options and professional management at low cost, with incentives that match those of the investors.
About MIO Partners
Industries
Quantitative Finance
Financial Services
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
1992
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Simplify's Take
What believers are saying
- Neuberger announced the MIO acquisition on February 10, 2026, validating MIO’s franchise.
- The deal should widen distribution for MIO’s strategies across Neuberger’s public and private markets platform.
- MIO’s $26B AUM and $20B alternatives business remain attractive to institutional buyers and hires.
What critics are saying
- Neuberger’s 2026 acquisition can close only after client consent and regulatory approvals.
- MIO’s 2021 SEC case exposed compliance failures handling McKinsey deal-sensitive information.
- After Neuberger closes, MIO risks losing McKinsey exclusivity, triggering talent departures and mandate attrition.
What makes MIO Partners unique
- MIO’s $20B alternatives platform and Special Situations strategy differentiate it from passive wealth managers.
- McKinsey’s captive client base gives MIO durable, low-churn assets from partners, employees, and alumni.
- Its at-cost model and partner co-investment align incentives better than typical fee-driven managers.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Parental Leave
Family Planning Benefits
401(k) Retirement Plan
Paid Vacation
Company News
MIO is an investment and wealth manager that serves McKinsey’s partners, employees, and alumni
Neuberger Berman to acquire McKinsey's MIO unit. Neuberger Berman will acquire MIO, the investment and wealth manager serving McKinsey & Company employees and alumni, the firms announced Tuesday. MIO oversees $26 billion in assets under management, with roughly $20 billion in alternative investment strategies. The deal follows a strategic review McKinsey launched in early 2025 after MIO's growth over 25 years. Neuberger [...] Get the whole story. AW Monthly $39 / Month - Instantly unlock all new and archived articles - Access to AW Research articles & data - Daily, weekly and monthly e-mail newsletters $390 / Year - Everything in Monthly at a 20% discount - Access to AW Research data downloads and annual Manager/Investor Compendiums - Discounts on advertisement rates Discover more New Mexico Global Positioning System Next Frontier Capital Covenant Capital Group Strix Leviathan February 12, 2026 Start your morning in the know Join industry leaders who rely on Alternatives Watch's comprehensive coverage of alternative investments across asset classes.
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About MIO Partners
Industries
Quantitative Finance
Financial Services
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
1992
MIO Partners is Hiring for 9 Jobs on Simplify!
Find jobs on Simplify and start your career today