Mission Park Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mission Park Capital provides fee-based investment advisory and discretionary portfolio management to individuals as well as a range of institutional clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm also offers standalone financial planning, portfolio reviews, and specialized college‑cost planning as separate service options.
The firm uses individualized, discretionary management guided by fundamental analysis and a tactical allocation approach that emphasizes long‑term holdings while allowing defensive moves (for example, cash positioning or shorting) in unusual market conditions. Clients who subscribe to enhanced services receive comprehensive planning across non‑managed accounts, state‑specific estate plan coordination via a third‑party platform, tax planning, and optional career advisement and coaching.
Compared with many small independent advisers, Mission Park’s materials indicate the use of client testimonials in advertising and an active practice managing institutional‑type clients—both relatively uncommon for firms in this category. Operationally, the firm also leverages model portfolios and tax‑management tools through its custodian relationships and uses a third‑party estate‑planning technology that provides advisors read‑only visibility into client documents, which affects how it coordinates planning and implementation.
Client services
Expertise
Fee options
GrowthTogether clients with $350,000-$1,000,000 assets pay flat fees of $3,500 or $8,000 annually; GettingItTogether financial plan $6,000 one-time
$0 - $350,000: Negotiable monthly rate up to $289 per month (monthly rate paid quarterly in arrears, based on 1% of estimated annual pre-tax income, not to exceed $289/month) $350,000 - $675,000: $3,500 flat fee annually $675,000 - $1,000,000: $8,000 flat fee annually $1,000,000 - $10,000,000: 0.80% annually $10,000,000+: 0.60% annually on assets above $10,000,000
CollegeCostsTogether service $250/hour; ReviewTogether service $500/hour
Minimum fee: Flat fees of $3,500 for $350,000 to $675,000 and $8,000 for $675,000 to $1,000,000 assets under management Fee-only: One-time stand-alone financial planning fees: "GettingItTogether" service $6,000; "CollegeCostsTogether" $250/hour; "ReviewTogether" $500/hour
Main office
Cambridge MA
Advisors at this office
1
Most active in
Massachusetts · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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