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MISSION ADVISORS, LP
MCG CAPITAL, LLC
CRD 114285
101 AYLESBURY HILLS STREET, TERRELL HILLS, TX, 78209, United States
Phone
210-323-2000
Fax
210-323-2200
Registration
— (—)
Source
State registered
Total AUM
$53.5M
Discretionary AUM
$53.5M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $4.1M |
| High net worth individuals | 11 | $16.1M |
| Pooled investment vehicles | 2 | $23.5M |
| Charitable organizations | 2 | $9.8M |
All web addresses on file
Official SEC filing: View on IAPD