Mission Park Capital, LLC

RIASEC Registered
Total AUM
$8.4M
Discretionary
$8.4M
100% of AUM
Avg account
$69.4K
Accounts
121
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
297444
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 12%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents12%

Contacts

1 of 1
  • Enrique Perez

    Enrique Perez

    Founder & PrincipalCRD 6980888

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth