Missionpoint Partners LLC

Overview

Missionpoint Partners LLC is an independent registered investment advisor organized as an LLC and SEC-registered since 2014. The firm describes itself as a capital allocator that provides portfolio management services to individuals and families, and it structures client fees using a combination of fixed fees and performance-based arrangements. Missionpoint identifies as an active ESG investor and focuses its advisory work on individual and small-business portfolios rather than institutional pension consulting or multi-state advisory platforms. The firm is owner-operated and positions itself to allocate capital to external managers as part of its investment program.

Assets & Accounts

Investments & Alternatives