Mission Investment Advisors LLC

RIASEC RegisteredEst. 2024
Total AUM
$158M
Discretionary
$158M
100% of AUM
Avg account
$158M
Accounts
1
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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

2 of 2
  • Kushal Abeywickrama

    Kushal Abeywickrama

    Chief Compliance OfficerCRD 6944964

  • Timothy Newell

    Chief Executive OfficerCRD 3002775

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth