MISSION DRIVEN FINANCE, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 295160
- Registered since
- January 15, 2019
- Website
- www.missiondrivenfinance.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DAVID LYNN
Chief Executive OfficerCRD 4097063
Contacts
1 of 1LAUREN GRATTAN
Co-FounderCRD 7895271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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