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 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

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth