Mission Prime LLC

RIASEC RegisteredEst. 2022

Total AUM

$2.3B

Discretionary

0% of AUM

Avg account

$783M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Guaynabo, PR
CRD number: 318328
Registered since: February 11, 2022
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: State / Municipal Government97.85%
Insurance Companies2.15%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mission Prime LLC is an institutional registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm operates as a capital allocator to institutional clients and provides portfolio management for both individuals/small businesses and for institutions, and it also selects other advisers on behalf of clients. Fee arrangements include percentage-of-AUM and fixed-fee structures. Mission Prime does not present itself as an ESG-focused manager and appears to operate under a single-state registration rather than as a multi-state adviser.