Mission Peak Investors, LLC

Overview

Mission Peak Investors, LLC is a small, fee-based advisory firm focused on direct portfolio management for individuals and small businesses. The firm runs a discretionary-only model, managing client portfolios primarily through pooled public funds rather than direct single-stock bets. Investment decision-making centers on manager selection and fund-level positioning; the firm appears to favor diversified, professionally managed mutual fund strategies as the backbone of client portfolios, supplemented by private-market exposures when appropriate. Fee arrangements are percentage-of-assets, aligning compensation with asset growth. Client relationships are concentrated—15 clients account for the firm’s $43.1M in assets—which suggests high-touch service and customized account structuring across multiple account types per client. The firm is not positioned as an ESG- or multi-state specialist, and it does not report pension consulting or capital allocation services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices