Mission Advisors, LP

Overview

Mission Advisors, LP is an individual-owned LLC that provides discretionary portfolio management for both individuals/families and institutional clients. Its advisory work covers separately managed accounts for individuals and small businesses as well as management of pooled investment vehicles; the firm also serves as sponsor, general partner, or managing member for pooled funds it sponsors. Fee arrangements include a percentage-of-assets model alongside performance-based fees, and the firm does not identify as an active ESG investor. The firm’s organizational classification is unclassified and it is not recorded as a multi-state adviser. Mission Advisors’ business activities reflect hands-on management of client portfolios and direct involvement in managing private pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices