Mission Value Partners, LLC

RIASEC RegisteredEst. 2010
Total AUM
$303M
Discretionary
$303M
100% of AUM
Avg account
$75.8M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
Nashville, Tennessee
CRD number
153704
Registered since
April 22, 2010
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles86.41%
  • Corporations / Businesses13.59%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mission Value Partners, LLC is a privately owned investment manager organized as an LLC and registered with the SEC since 2010. The firm operates as a hedge fund manager focused on institutional clients and bills on a percentage-of-assets basis. Its advisory work centers on managing pooled investment vehicles and providing portfolio management services to businesses or institutional entities. Mission Value Partners does not market itself as an ESG investor and is not flagged as a multi-state or related adviser.

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 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Owners & executives

1 of 1
  • Elizabeth Murray

    Elizabeth Murray

    Chief Compliance OfficerCRD 7493002

Contacts

1 of 1
  • Eugene Mcdermott

    President & Managing MemberCRD 3003483

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
1033 Demonbreun St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth