RIA Intelligence

MISSION INVESTMENT ADVISORS LLC

CRD #329596 SEC #801-131136 SAN FRANCISCO, CA 1-800-683-8529
SEC Registered
Total AUM
$147.8M
Discretionary
$147.8M
Employees
5
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Abeywickrama, Kushal, MichaelICHIEF COMPLIANCE OFFICERNA Control
Abeywickrama, Kushal, MichaelICHIEF COMPLIANCE OFFICERNA Control
Abeywickrama, Kushal, MichaelICHIEF COMPLIANCE OFFICERNA Control
Abeywickrama, Kushal, MichaelICHIEF COMPLIANCE OFFICERNA Control
Abeywickrama, Kushal, MichaelICHIEF COMPLIANCE OFFICERNA Control
Abeywickrama, Kushal, MichaelICHIEF COMPLIANCE OFFICERNA Control
Abeywickrama, Kushal, MichaelICHIEF COMPLIANCE OFFICERNA Control
BERGIN, MATTHEW, WILLIAMICHIEF OPERATING OFFICER AND TREASURERNA Control
BERGIN, MATTHEW, WILLIAMICHIEF OPERATING OFFICER AND TREASURERNA Control
BERGIN, MATTHEW, WILLIAMICHIEF OPERATING OFFICER AND TREASURERNA Control
BERGIN, MATTHEW, WILLIAMICHIEF OPERATING OFFICER AND TREASURERNA Control
BERGIN, MATTHEW, WILLIAMICHIEF OPERATING OFFICER AND TREASURERNA Control
BERGIN, MATTHEW, WILLIAMICHIEF OPERATING OFFICER AND TREASURERNA Control
BERGIN, MATTHEW, WILLIAMICHIEF OPERATING OFFICER AND TREASURERNA Control
BERGIN, MATTHEW, WILLIAMICHIEF OPERATING OFFICER AND TREASURERNA Control
Bergin, MatthewICHIEF OPERATING OFFICER AND TREASURERNA Control
GELDHAUSER, MEREDITH, WILLISICHIEF COMPLIANCE OFFICERNA Control
GELDHAUSER, MEREDITH, WILLISICHIEF COMPLIANCE OFFICERNA Control
LOVELL, SAMANTHA, CLAIREICHIEF FINANCIAL OFFICER AND SECRETARYNA Control
LOVELL, SAMANTHA, CLAIREICHIEF FINANCIAL OFFICER AND SECRETARYNA Control
LOVELL, SAMANTHA, CLAIREICHIEF FINANCIAL OFFICER AND SECRETARYNA Control
LOVELL, SAMANTHA, CLAIREICHIEF FINANCIAL OFFICER AND SECRETARYNA Control
LOVELL, SAMANTHA, CLAIREICHIEF FINANCIAL OFFICER AND SECRETARYNA Control
LOVELL, SAMANTHA, CLAIREICHIEF FINANCIAL OFFICER AND SECRETARYNA Control
LOVELL, SAMANTHA, CLAIREICHIEF FINANCIAL OFFICER AND SECRETARYNA Control
LOVELL, SAMANTHA, CLAIREICHIEF FINANCIAL OFFICER AND SECRETARYNA Control
Lovell, SamanthaICHIEF FINANCIAL OFFICER AND SECRETARYNA Control
NEWELL, TIMOTHY, LICHIEF EXECUTIVE OFFICERNA Control
NEWELL, TIMOTHY, LELANDICHIEF EXECUTIVE OFFICERNA Control
NEWELL, TIMOTHY, LELANDICHIEF EXECUTIVE OFFICERNA Control
NEWELL, TIMOTHY, LELANDICHIEF EXECUTIVE OFFICERNA Control
NEWELL, TIMOTHY, LELANDICHIEF EXECUTIVE OFFICERNA Control
NEWELL, TIMOTHY, LELANDICHIEF EXECUTIVE OFFICERNA Control
NEWELL, TIMOTHY, LELANDICHIEF EXECUTIVE OFFICERNA Control
NEWELL, TIMOTHY, LELANDICHIEF EXECUTIVE OFFICERNA Control
NEWELL, TIMOTHY, LELANDICHIEF EXECUTIVE OFFICERNA Control
MFP CAPITAL GROUP, INC.DESOLE MEMBERE Control
MFP CAPITAL GROUP, INC.DESOLE MEMBERE Control
MFP CAPITAL GROUP, INC.DESOLE MEMBERE Control
MFP CAPITAL GROUP, INC.DESOLE MEMBERE Control
MFP CAPITAL GROUP, INC.DESOLE MEMBERE Control
MFP CAPITAL GROUP, INC.DESOLE MEMBERE Control
MFP CAPITAL GROUP, INC.DESOLE MEMBERE Control
MFP CAPITAL GROUP, INC.DESOLE MEMBERE Control
MFP CAPITAL GROUP, INC.DESOLE MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
NEWELL, TIMOTHY, LIMFP CAPITAL GROUP, INC.E Control
NEWELL, TIMOTHY, LELANDIMFP CAPITAL GROUP, INC.E Control
NEWELL, TIMOTHY, LELANDIMFP CAPITAL GROUP, INC.E Control
NEWELL, TIMOTHY, LELANDIMFP CAPITAL GROUP, INC.E Control
NEWELL, TIMOTHY, LELANDIMFP CAPITAL GROUP, INC.E Control
NEWELL, TIMOTHY, LELANDIMFP CAPITAL GROUP, INC.E Control
NEWELL, TIMOTHY, LELANDIMFP CAPITAL GROUP, INC.E Control

Registrations

Federal

IA
Apr 28, 2025 REGISTERED

Notice Filings (2)

CA SC

Address

1100 SANSOME STREET
SAN FRANCISCO, CA 94111
United States
Phone: 1-800-683-8529