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| Keyboard |
| Mission Investment Advisors LLC
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|---|---|
| CRD # | 329596 |
| SEC # | 801-131136 |
| CIK # | |
| AUM | 158.1 M (2026-06-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-517-0459 |
| Address | |
| 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 | 158.1 |
| (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 | 158.1 |
| By Discretionary | ||
| Discretionary | 1 | 158.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 158.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.1 | |
| Total | 1 | 158.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gadsden LLC
✚
|
PA | 161.8 M |
|
Capria Ventures LLC
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|
WA | 161.0 M |
|
Have RIA Inc
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|
RI | 160.8 M |
|
Green Horizon Partners Capital LLC
✚
|
159.6 M | |
|
MORK Capital Management LLC
✚
|
CA | 157.4 M |
|
Guggenheim Investments Loan Advisors LLC
✚
|
CT | 155.4 M |
|
BP Asset Management Inc
✚
|
NC | 155.3 M |
|
Long Short Advisors LLC
✚
|
FL | 154.2 M |
|
Solpacific LLC
✚
|
MN | 154.0 M |
|
Oaklawn Capital Management LLC
✚
|
153.0 M |