MISSIONPOINT PARTNERS LLC
Adviser information for MISSIONPOINT PARTNERS LLC last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $239.3M |
| Non-Discretionary | 1 | $25.4M |
| Total | 5 | $264.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $264.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $138,000 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-80579 |
|---|---|
| SEC ERA File Number | 801-80579 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171282 |
| Legal Entity Identifier | None |
Principal Office
1640 FAIRFIELD BEACH ROADFAIRFIELD
CT
United States
Monday - Friday, 9 AM - 5PM
Tel: 203-286-0400, Fax: 203-286-0588
Websites
Chief Compliance Officer
LEONARD NERO
MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER
857 POST ROAD
SUITE 399
FAIRFIELD
CT
United States
Tel:
203-604-1955
Fax:
203-286-0588
L****@*********M
(Full email address available in API data)
Industry Affiliates
| MISSIONPOINT OPTIRTC GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MISSIONPOINT OPTIRTC FUND LP | Venture Capital Fund | $0.1M | $0.1M | 15 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FINK, JESSE, MICHAEL | Individual | – | MEMBER | 03/2014 | 10-25% |
| NERO, LEONARD, VINCENT | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2014 | < 5% |
| CIRILLI, MARK, JAMES | Individual | – | MANAGING MEMBER | 07/2016 | > 75% |