Asset ManagerRIA · CRD 295160Exempt Reporting AdviserPrivate Fund Adviser

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MISSION DRIVEN FINANCE, LLC

Mission Driven Finance is an impact investing firm and certified B corp entirely focused on private market impact transactions and asset management.

MISSION DRIVEN FINANCE, LLC

Mission Driven Finance is an impact investing firm and certified B corp entirely focused on private market impact transactions and asset management. Launched in 2016 in San Diego, it designs and supports impact investment opportunities to close financial gaps in order to close opportunity gaps. All MDF funds and structured products enable capital to flow where it doesn't but should. The firm works with local and national investors and with businesses and community partners seeking capital.

General information

Firm type

Asset Manager

Year founded

2016

AUM

$287 M

Location

City

San Diego

Principals

Lauren Grattan

Co-founder

David Lynn

Co-founder

Lindsay Smalling

Assistant VP of External Affairs

Oralia Alvarez

Director of Business Development

Evren Ozargun

VP of Fund Management

Stephen Nunes

Managing Director

Zack Neville Young

Director of Fund Management & Client Services

Sector focus

Impact InvestingSustainable FinancePrivate Credit

Frequently asked questions

What types of investments does Mission Driven Finance LLC make?

The firm specializes in private credit and structured finance, targeting affordable housing, small business lending, and community development projects. These investments are designed to generate measurable social and environmental impact alongside financial returns.

Does Mission Driven Finance LLC engage in direct lending or fund investments?

The firm focuses on direct lending and structured finance, providing capital directly to borrowers or projects rather than committing to external funds. This approach allows for tailored impact measurement and deployment.

What geographic regions does Mission Driven Finance LLC focus on?

The firm's investments are concentrated in the United States, with a particular emphasis on underserved communities and regions with limited access to traditional capital.

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