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MISSIONPOINT PARTNERS LLC

CRD 171282 · SEC 801-80579

Visit website

CT, United States

Phone

203-286-0400

Fax

203-286-0588

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$386.9M

Discretionary AUM

$269.8M

Team

6 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

—

Fees

Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals4$386.9M

States served

CT

All web addresses on file

Official SEC filing: View on IAPD