{
  "crd_number": 171282,
  "slug": "missionpoint-partners-llc-fairfield-ct-171282",
  "primary_business_name": "MISSIONPOINT PARTNERS LLC",
  "legal_name": "MISSIONPOINT PARTNERS LLC",
  "dbas": [],
  "city": "Fairfield",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-11-14",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 386917000.0,
  "raum_discretionary": 269821000.0,
  "raum_non_discretionary": 117096000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 386917000.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [
    "https://mppgrp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171282",
  "city_as_filed": "FAIRFIELD",
  "url": "https://advisorcensus.com/firm/missionpoint-partners-llc-fairfield-ct-171282",
  "display_name": "Missionpoint Partners LLC",
  "summary": "Missionpoint Partners LLC is an SEC-registered investment advisory firm in Fairfield, CT, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Missionpoint Partners LLC (CRD 171282): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Missionpoint Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Missionpoint Partners LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Missionpoint Partners LLC located?",
      "a": "Missionpoint Partners LLC's principal office is in Fairfield, CT, according to its Form ADV."
    },
    {
      "q": "Is Missionpoint Partners LLC registered with the SEC or a state?",
      "a": "Missionpoint Partners LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171282."
    },
    {
      "q": "How much does Missionpoint Partners LLC manage?",
      "a": "Missionpoint Partners LLC reports $386,917,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (70% discretionary)."
    },
    {
      "q": "How have Missionpoint Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Missionpoint Partners LLC: Regulatory assets under management: $276,112,000 in the October 2021 data and $386,917,000 in the October 2026 data, up 40%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Missionpoint Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (4)."
    },
    {
      "q": "Which custodians does Missionpoint Partners LLC use?",
      "a": "Missionpoint Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Missionpoint Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171282"
    },
    {
      "q": "What changed in Missionpoint Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $249,972,000 to $386,917,000 (+55%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 276112000.0,
      "total_employees": 6,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 303190000.0,
      "total_employees": 6,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 262104000.0,
      "total_employees": 6,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 264688000.0,
      "total_employees": 6,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 249972000.0,
      "total_employees": 6,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 386917000.0,
      "total_employees": 6,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $249,972,000 to $386,917,000 (+55%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/missionpoint-partners-llc-fairfield-ct-171282.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": true,
      "raum": 386917000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171282",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}