MISSION DRIVEN FINANCE, LLC
Adviser information for MISSION DRIVEN FINANCE, LLC last updated from Form ADV on March 28th, 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 | California, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-114710 |
|---|---|
| SEC ERA File Number | 802-114710 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 295160 |
| Legal Entity Identifier | None |
Principal Office
2247 SAN DIEGO AVESUITE 135
SAN DIEGO
CA
United States
Monday - Friday, 9:00 - 5:00
Tel: 858.880.0252, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 'AINA ALOHA ECONOMY FUND, LLC | DEBT | $0.0M | $0.1M | 0 |
| CARE ACCESS REAL ESTATE INVESTMENTS, PBC | Real Estate Fund | $0.0M | $0.1M | 3 |
| CARE INVESTMENT PARTNERS, LP | Private Equity Fund | $0.0M | $0.1M | 3 |
| CARE PRI SPV I, LLC | DEBT | $1.0M | $0.1M | 1 |
| EVERYTABLE PRI SPV I, PBC | DEBT | $9.0M | $0.3M | 1 |
| EVERYTABLE SOCIAL EQUITY FUND, LLC | DEBT | $6.3M | $0.3M | 1 |
| HHI POOL FACILITY I, LLC | Real Estate Fund | $0.1M | $0.1M | 0 |
| INTEGRATED CAPITAL FIBERS FUND | DEBT | $0.0M | $0.1M | 0 |
| LACI CLEANTECH DEBT FUND, LP | DEBT | $8.0M | $0.0M | 2 |
| MDF ADVANCE LLC | DEBT | $7.0M | $0.1M | 1 |
| MDF CAPITAL PARTNERS 2023, LP | PRIVATE DEBT & STRUCTURED EQUITY | $0.0M | $0.1M | 2 |
| MDF FREEDOM 100, LLC | DEBT | $0.8M | $0.0M | 1 |
| MDF FUND I, LP | DEBT FUND | $9.3M | $0.1M | 2 |
| MDF POTM LLC | DEBT | $0.8M | $0.0M | 1 |
| OBRAN ACQUISITIONS FUND I LLC | DEBT | $3.2M | $0.1M | 1 |
| PE FUND II, LLC | DEBT | $5.3M | $0.3M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LYNN, DAVID, ALEXANDER | Individual | – | MANAGER, AND CHIEF EXECUTIVE OFFICER | 03/2017 | < 5% |
| NGUYEN, LUONG, DUY | Individual | – | CHIEF INVESTMENT OFFICER | 04/2018 | < 5% |
| DAVID A. LYNN, AS TRUSTEE OF THE DAVID A. LYNN TRUST DATED NOVEMBER 27, 2006 | Domestic Entity | MDF AP HOLDINGS, LLC | TRUSTEE | 03/2017 | > 75% |
| GRATTAN, LAUREN | Individual | – | CHIEF COMMUNITY OFFICER | 01/2019 | < 5% |
| PILERI, JOSEPH | Individual | – | CHIEF LEGAL OFFICER | 05/2021 | < 5% |
| MDF AP HOLDINGS, LLC | Domestic Entity | – | MEMBER | 01/2023 | 50-75% |
| GRATTAN, LAUREN | Individual | MDF AP HOLDINGS, LLC | MEMBER | 01/2023 | 50-75% |