$43.1M Total AUM
$43.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-27-2017
- Office Locations
- 1
Office Locations
-- Fremont CA
About Mission Peak Investors, LLC
Mission Peak Investors, LLC (Mission Peak Capital) is a Fremont, CA independent RIA serving retail clients with investment management and financial planning, including portfolio construction, asset allocation, estate planning, and insurance planning. Portfolios primarily use mutual funds and ETFs, and the firm primarily custodies with Charles Schwab.
Team overview
-- AVG AGE
$43.1M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Radial foundation Wave
Investment Themes
Signal signal
Investment Vehicles
Prime horizon
Services
Element legacy Horizon Crest Unison signal Focus legacy
Owner & Executives
P
Prasant Kumar Sahoo
Chief Compliance Officer, Director, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6795542
- Ownership
- 75% or more
(758) 264-4948
oak.legacy@northcapital.com
in linkedin.com/in/prime-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,063,985 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,063,985 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,063,985
Public Funds:
19.1% Equity - Exchange:
43.9% Cash:
37.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,656,458,728 | 19.1% |
| Equity - Exchange | $3,807,253,307 | 43.9% |
| Cash | $3,208,846,750 | 37.0% |
| Total | $8,672,558,785 | 100.0% |