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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Prime pioneerQuantum ember
- Established Date
- 03-01-2014
- Office Locations
- 1
Office Locations
About Missionpoint Partners LLC
MissionPoint Partners is an impact investment manager and advisor deploying high-impact capital to address large-scale environmental challenges. The firm works with a select group of families, foundations, and institutions, pairing social change goals with rigorous financial oversight. Its team uses a research-intensive process spanning technology, public policy, and capital markets, with implementation that can include ETFs and private investment vehicles.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK JAMES CIRILLI
Managing Member, Partner
- CRD
- --
- Ownership
- 75% or more
JESSE MICHAEL FINK
Financial Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Momentum quantum
Capital zenith
- CRD
- #53152
- Ownership
- 41.7%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $269,821,000 | $89,940,333 |
| Non-Discretionary | $117,096,000 | $117,096,000 |
| Total | $386,917,000 | $96,729,250 |
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Separately Managed Accounts
Total SMA Asset: $386,917,000
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $620,845,821 | 8.3% |
| Equity - Exchange | $1,623,175,218 | 21.7% |
| Corporate - Investment Grade | $2,042,059,146 | 27.3% |
| Municipal Bonds | $875,168,205 | 11.7% |
| Other | $2,318,821,741 | 31.0% |
| Total | $7,480,070,131 | 100.0% |