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 and owned by an individual. The firm serves primarily individual and family clients, providing financial planning and portfolio management to individuals, small businesses, and institutional/business clients. Its fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. Mission Park does not position itself as a capital allocator or an ESG-focused manager. It is not a multi-state adviser and is not newly formed. The firm’s advisory activity centers on discretionary portfolio management and planning rather than pension consulting or affiliated-adviser networks.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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