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Mission Park Capital, LLC

Mission Park Capital, LLC. CRD 297444

Mission Park Capital, LLC logo

CRD: 297444

Mission Park Capital, LLC

Waltham, MA
4135978901
www.missionparkcapital.com
$8.4M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Altruist
Clients
Retail
Platforms
Eagle crestGlacier zenith +more
Established Date
12-12-2018
Office Locations
1

Office Locations

-- Cambridge MA

About Mission Park Capital, LLC

Mission Park Capital is a fee-only registered investment advisor providing ongoing financial planning and portfolio design/management across taxable and retirement accounts, including guidance on taxes, equity compensation (RSUs), 529s and Social Security. The firm partners with clients seeking a long-term, collaborative relationship through life and career transitions. Investment implementation emphasizes diversified, ETF-based portfolios, with a founder-led CIO recognized as a 2021 Financial Planning “Rising Star.”

Team overview

44 AVG AGE
$8.4M AVG AUM / ADVISOR
$190.8K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Delta Foundation beacon Foundation meridian

Custodian

Eagle Pathway vector Vector Crest pathway Atlas vector Quantum foundation

Investment Themes

Delta Quantum catalyst Zenith beacon

Investment Vehicles

Pioneer fusion Capital bridge

Services

Zenith delta Catalyst prime Value Zenith fusion Optima Unison Alpha

Technology

Frontier ember Timber Eagle unison

Owner & Executives

Enrique Javier Perez

Enrique Javier Perez

Chief Compliance Officer, Chief Investment Officer, Managing Principal, PRINCIPAL

CRD
#6980888
Ownership
75% or more
(290) 756-3478
fusion.eagle@beaconcapital.com
in linkedin.com/in/catalyst-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,397,286 --
Non-Discretionary $0 --
Total $8,397,286 --

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Separately Managed Accounts

Total SMA Asset: $8,397,286

$8.4M Total SMA
Equity - Exchange:
55.4%
Cash:
44.6%
Asset class Assets Assets %
Equity - Exchange $823,667,199 55.4%
Cash $663,096,698 44.6%
Total $1,486,763,897 100.0%

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