Mission Park Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 297444
- Website
- www.missionparkcapital.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.32%
- Individuals40.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mission Park Capital, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines portfolio management and financial planning, offering ongoing discretionary portfolio management for individuals, small businesses and other business or institutional clients. Its billing model is flexible: asset-based fees are used alongside hourly and fixed-fee engagements. Regulatory filings flag the firm as a single-owner, individually controlled adviser. Mission Park Capital does not identify itself as an active ESG investor and is not designated as a multi-state or newly formed adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents12%
Contacts
1 of 1
Enrique Perez
Founder & PrincipalCRD 6980888
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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