Updated:
Mission Holdings
Mission Holdings is an SEC-registered investment adviser in SANTA BARBARA, CA, registered since 2002. The firm manages $13.9 billion in assets, $10.6 billion...
Overview
Mission Holdings is an SEC-registered investment adviser in SANTA BARBARA, CA, registered since 2002. The firm manages $13.9 billion in assets, $10.6 billion on a discretionary basis. It has 220 employees and 117 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Santa Barbara
Corporate office
San Antonio, TX, United States
Principals
Dana McGinnis
Founder, Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Mission Holdings?
Dana McGinnis, the founder of Mission Advisors, serves as portfolio manager and is responsible for investment decisions. He writes regular updates to investors and the firm's strategy is described as his and the team's work (per firm website).
How does Mission Advisors source proprietary deal flow?
Mission Advisors does not publicly describe a proprietary deal sourcing network. Its strategy relies on fundamental research combined with macroeconomic energy data, focusing on publicly traded energy securities, MLPs, and royalty companies rather than private direct investments.
What investment stages does Mission Advisors typically target?
Mission Advisors targets energy securities, MLPs, mineral rights, and royalty investments, which are largely public and liquid. The firm does not disclose a focus on venture-stage or private equity-stage opportunities; its holdings are in established energy companies and royalty structures.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Mission Holdings in Altss
Explore available research and relationship coverage for this adviser in Altss.