# Mission Holdings

Mission Holdings is a Multi Family Office based in Santa Barbara, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Santa Barbara, United States
- **Region:** North America
- **Address:** San Antonio, TX, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** missionadv.com
- **LinkedIn:** https://www.linkedin.com/company/mission-holdings

## Regulatory record

- **CRD number:** 113057
- **SEC file number:** 801-61230
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113057

## About

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.

## Sectors

- Energy
- Infrastructure
- Natural Resources

## People

- Dana McGinnis — Founder, Portfolio Manager

## 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.

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- [Friulia S.p.a.](https://altss.com/profile/friulia-spa)
- [K2 & Associates Investment Management Inc.](https://altss.com/profile/k2-and-associates-investment-management-inc)

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Last updated: 2026-07-06T01:24:21.509Z

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