Investment adviser · CRD 289935

MISSION FUNDS ADVISORS

Investment adviser filing (IA)

MISSION INSTITUTIONAL ADVISORS LLC

DALLAS, TX, United States · Form ADV filed Jun 4, 2020

Regulatory AUM
$17.1M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies1$17,091,540100.0%
IndividualsFewer than 5$00.0%
High-net-worth individualsFewer than 5$00.0%
Banks & thriftsFewer than 5$00.0%
Retirement plansFewer than 5$00.0%
CharitiesFewer than 5$00.0%
Government entitiesFewer than 5$00.0%
Other investment advisersFewer than 5$00.0%
Insurance companiesFewer than 5$00.0%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Corporations & businessesFewer than 5$00.0%
Filing source

Form ADV 1428855 · Jun 4, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 4, 2020. View historical filings

Reported services

Investment company portfolio management

Compensation

Percentage of assets

Principal office

8117 PRESTON LANE, SUITE 300
DALLAS, TX, 75225, United States

CRD 289935

Filing source

Form ADV 1428855 · Jun 4, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.