# Missionpoint Partners LLC

> 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.

- CRD: 171282
- Filed as: MISSIONPOINT PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfield, CT
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171282
- AdvisorCensus page: https://advisorcensus.com/firm/missionpoint-partners-llc-fairfield-ct-171282

## Quick answers

**How is Missionpoint Partners LLC compensated?**
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.

**Where is Missionpoint Partners LLC located?**
Missionpoint Partners LLC's principal office is in Fairfield, CT, according to its Form ADV.

**Is Missionpoint Partners LLC registered with the SEC or a state?**
Missionpoint Partners LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171282.

**How much does Missionpoint Partners LLC manage?**
Missionpoint Partners LLC reports $386,917,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (70% discretionary).

**How have Missionpoint Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does Missionpoint Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4).

**Which custodians does Missionpoint Partners LLC use?**
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.

**Does Missionpoint Partners LLC report any disciplinary disclosures?**
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

**What changed in Missionpoint Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $249,972,000 to $386,917,000 (+55%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $386,917,000
- Discretionary: $269,821,000
- Non-discretionary: $117,096,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 4 | $386,917,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (11 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mppgrp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $276,112,000 | 6 | March 26, 2021 |
| October 2022 | $303,190,000 | 6 | March 25, 2022 |
| October 2023 | $262,104,000 | 6 | March 24, 2023 |
| October 2024 | $264,688,000 | 6 | March 18, 2024 |
| October 2025 | $249,972,000 | 6 | March 19, 2025 |
| October 2026 | $386,917,000 | 6 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $249,972,000 to $386,917,000 (+55%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Missionpoint Partners LLC (CRD 171282): Form ADV filing data as of October 2026.