← Directory
MISSIONPOINT PARTNERS LLC
CRD 171282File 801-80579
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$386.9M
Below cohort median (national)
Discretionary AUM
$269.8M
Non-discretionary $117.1M
Clients
4
4 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 14, 2014
- Principal office
- Not reported
- Phone
- 203-286-0400
- Website
- HTTP://WWW.MPPGRP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $386.9M
- Discretionary AUM
- $269.8M
- Non-discretionary AUM
- $117.1M
- Discretionary accounts
- 3
- Non-discretionary accounts
- 1
- Total accounts
- 4
- AUM per client
- $96.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $386.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.