Mission Prime

As a wealth manager domiciled in Puerto Rico, Mission Prime falls under the supervision of the Office of the Commissioner of Financial Institutions of Puerto Rico (OCIF). OCIF regulates banks, securities firms, and investment advisers operating on the island, applying a distinct territorial framework that parallels but is not identical to SEC or FINRA oversight on the US mainland.

Act 60 consolidates Puerto Rico's historic tax incentive programs — including the former Acts 20 and 22 — offering 100% exemption on Puerto Rico-source capital gains and a 4% corporate tax rate for qualifying businesses. Wealth managers in Guaynabo primarily serve individuals and families who have relocated to the island and established bona fide residency in order to access these benefits, making tax-status qualification a core element of the client service model.

Mission Prime is classified as a wealth manager or asset owner under Puerto Rico's regulatory system, not as a single-family office. Public records do not indicate an association with any one family's legacy wealth. The firm serves multiple clients who have typically established Puerto Rico residency under Act 60.

No. Mission Prime does not publicly publish an AUM figure, and the firm is not listed in major industry databases with a verified number. OCIF-registered entities in Puerto Rico are not universally subject to the same public filing requirements as SEC-registered investment advisers on the mainland.

Guaynabo has become the de facto financial center for Act 60 relocants, hosting a concentration of wealth managers, law firms, and family offices that cater to the island's incentive-driven resident population. Proximity to San Juan's international airport and the Hato Rey banking district makes it the operational base of choice for many financial services firms in Puerto Rico.