Missionpoint Partners LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 16, 2026, reports $387M in regulatory assets under management, 6 employees, and 4 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
4
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$387Mas of March 16, 2026
Discretionary69.7%
$270M
70% of total RAUM69.7%
Non-discretionary30.3%
$117M
30% of total RAUM30.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$387M
Total Accounts4
10Y AUM Change+$264M (+214.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee1:1
10Y Employee Change-4 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.