MISSION VALUE PARTNERS, LLC

Overview

Mission Value Partners, LLC is a hedge-fund–classified adviser that manages institutional money with an emphasis on pooled investment vehicles. The firm runs investment programs that are tilted toward liquid, exchange-traded equity exposure while also operating private pooled funds. Its client base is small and institutional in nature, and its fee model is a percentage of assets under management. Mission Value Partners advises and manages portfolios for pooled investment vehicles and for businesses or institutions rather than focusing on retail advisory relationships. The firm is not positioned as an ESG investor. Investment activity centers on public equities as the primary allocation, with complementary allocations to alternative asset classes such as real estate and commodities through third‑party managers. That combination suggests a strategy that mixes liquid market exposures for core positions with less-liquid alternative sleeves inside its funds to add income, diversification and tactical hedges.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices