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⚲
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| Missionpoint Partners LLC
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|
|
|---|---|
| CRD # | 171282 |
| SEC # | 801-80579 |
| CIK # | |
| AUM | $262.1 MM (2023-03-24) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 203-286-0400 |
| Address | 1640 Fairfield Beach Road Fairfield, CT 06824 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| VC | Missionpoint Divert Fund LP | 2018-03-20 | 0.3 | |
| VC | Missionpoint Optirtc Fund LP | 2015-03-24 | 0.1 | |
| VC | Missionpoint Aerofarms Coinvest Fund LP | [2014-03-17] | 18.5 | 8.8 |
| VC | Missionpoint Capital Partners Fund I LP | 2012-03-26 | 15.3 | |
| VC | Missionpoint RE Community Coinvest Fund III LP | [2012-03-26] | 18.5 | 0.0 |
| VC | Missionpoint RE Community Coinvest Fund II LP | [2012-03-26] | 17.5 | 0.0 |
| VC | Missionpoint RE Community Coinvest Fund LP | [2012-03-26] | 0.0 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 253.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 8.9 |
| (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 | 6 | 262.1 |
| By Discretionary | ||
| Discretionary | 5 | 237.6 |
| Non-Discretionary | 1 | 24.5 |
| Total | 6 | 262.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.1 | |
| Total | 6 | 262.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Mark Schwartz | 36 | ||
| Mark Cirilli | 16 | ||
| Jeffrey Possick | 11 | ||
| Leonard Nero | 3 | ||
| General Partner Missionpoint Rec Coinvest GP III LLC | 1 | ||
| General Partner Missionpoint Rec Coinvest GP II LLC | 1 |
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|---|---|---|
|
Cadence Wealth Management LLC
✚
|
MA | 0.3 |
|
Longview Financial Advisors LLC
✚
|
CA | 0.3 |
|
Pinion Investment Advisors LLC
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|
KS | 0.3 |
|
Grey Rock Asset Management LLC
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|
TX | 0.3 |
|
Gwynn Management Co
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|
GA | 0.3 |
|
Ricketts Financial LLC
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|
KY | 0.3 |
|
Humankind Investments LLC
✚
|
NY | 0.3 |
|
Sustainable Wealth Management Inc
✚
|
WA | 0.3 |
|
Altus Wealth Management LLC
✚
|
KY | 0.3 |
|
Beaumont Asset Management LLC
✚
|
TX | 0.3 |