MISSION PRIME LLC

RIASEC RegisteredEst. 2022

Total AUM

$2.3B

Discretionary

0% of AUM

Avg account

$783M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Guaynabo, PR
CRD number: 318328
Registered since: February 11, 2022
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: State / Municipal Government97.85%
Insurance Companies2.15%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mission Prime LLC is a privately owned LLC that registered with the SEC in 2022 and positions itself as a capital allocator for institutional clients. The firm provides portfolio management for individuals and small businesses as well as for businesses and institutional investors, and it also performs selection-of-other-advisers work. Its fee model combines percentage-of-AUM billing with fixed fees. Mission Prime reports a non-discretionary advisory posture and does not identify as an active ESG investor.