MISSION DRIVEN FINANCE, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
295160
Registered since
January 15, 2019

Firm profile

FINTRX

Overview

Mission Driven Finance, LLC is a small, SEC‑registered investment adviser (registered in 2019) organized as a limited liability company. The firm operates primarily as sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail wealth manager. Its activity centers on running multiple private funds, with primary allocations split between vehicles identified as "Other" and dedicated real estate funds. Mission Driven Finance does not report activity as an ESG investor, and it is not set up as a multi‑state adviser or pension consultant. Investment activity and manager allocation appear focused on privately‑sponsored, hands‑on strategies where the firm retains GP control and economic interest. The average fund size and the concentration of ownership imply a strategy oriented toward smaller, targeted transactions and bespoke fund structures rather than large, broadly diversified institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DAVID LYNN

    Chief Executive OfficerCRD 4097063

Contacts

1 of 1
  • LAUREN GRATTAN

    Co-FounderCRD 7895271

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
2247 San Diego Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth