|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Mission Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 329596 |
| SEC # | 801-131136 |
| CIK # | |
| AUM | $147.8 M (2025-04-28) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 800-683-8529 |
| Address | 1100 Sansome Street San Francisco, CA 94111 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 147.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 147.8 |
| By Discretionary | ||
| Discretionary | 1 | 147.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 147.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.8 | |
| Total | 1 | 147.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Reef Investment Management LLC
✚
|
UT | 0.2 |
|
442 Capital PTY Ltd
✚
|
0.1 | |
|
Gadsden LLC
✚
|
PA | 0.1 |
|
Saratoga Capital Management LLC
✚
|
AZ | 0.1 |
|
Sargasso Partners LLP
✚
|
0.1 | |
|
Capra IBEX Advisors LLC
✚
|
NY | 0.1 |
|
Tremblant Advisors LP
✚
|
FL | 0.1 |
|
Bancreek Capital Advisors LLC
✚
|
CA | 0.1 |
|
Hundredfold Advisors LLC
✚
|
VA | 0.1 |
|
XPV Management LLC
✚
|
CA | 0.1 |