# Mission Prime

Mission Prime is a Bank / Wealth / Trust based in Guaynabo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Guaynabo, United States
- **Region:** North America
- **Address:** Guaynabo, Puerto Rico, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** missionprime.com
- **LinkedIn:** linkedin.com/company/mission-prime

## Regulatory record

- **CRD number:** 318328
- **SEC file number:** 801-123218
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318328

## About

Mission Prime is an SEC-registered investment adviser in Guaynabo, PR, registered since 2022. The firm manages approximately $2.3 billion in regulatory assets. It has 2 employee and 1 investment adviser.

## Questions

### What regulatory body oversees 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.

### How does Puerto Rico's Act 60 shape Mission Prime's client base?

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.

### Does Mission Prime disclose its assets under management?

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.

### What is the significance of Mission Prime's Guaynabo location?

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.

## Related profiles

- [Mirae Asset Securities](https://altss.com/profile/mirae-asset-securities)
- [Mission Support And Test Services LLC (MSTS) Employee Retirement Plan](https://altss.com/profile/mission-support-and-test-services-llc-msts-employee-retirement-plan)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mission-prime

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