Mission Investment Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 329596
- Registered since
- September 17, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Mission Investment Advisors LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company. The firm reports an institutional client base and cites portfolio management for investment companies as its primary advisory activity. Its fees are charged as a percentage of assets under management. The firm does not self-identify as an active ESG investor, is not a capital allocator, and does not list pension consulting or related-adviser activities. Mission Investment Advisors was registered with the SEC in 2024 and is described as owned by a domestic entity/individual. The operating profile points toward a boutique, institutionally focused manager whose services are oriented toward managing investment-company assets rather than providing broad retail wealth-management or multi-state advisory platforms.
Assets & Accounts
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
2 of 2
Kushal Abeywickrama
Chief Compliance OfficerCRD 6944964
Timothy Newell
Chief Executive OfficerCRD 3002775
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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