Single Family OfficeRIA · CRD 140381SEC-Registered

Updated:

Old Mission Investment Company

OLD MISSION INVESTMENT COMPANY, LLC is an SEC-registered investment adviser in TRAVERSE CITY, MI, registered since 2006. The firm manages $929 million in...

Old Mission Investment Company

OLD MISSION INVESTMENT COMPANY, LLC is an SEC-registered investment adviser in TRAVERSE CITY, MI, registered since 2006. The firm manages $929 million in assets, with $856 million on a discretionary basis. It has 10 employees and 6 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Traverse City

Corporate office

San Francisco, CA, United States

Principals

John H. N. Fisher

Managing Partner

Sector focus

Healthcare ServicesEnterprise SoftwareFinTechReal Estate

Frequently asked questions

Who is the principal behind Old Mission Investment Company?

The firm was established by John H. N. Fisher to manage the proceeds from the sale of a healthcare services business he founded and led. Fisher maintains a hands-on role in investment decisions, bringing his operational experience in healthcare to the family office's strategy. The office has not publicly named additional investment partners.

How is the wealth origin of the firm characterized?

The wealth originated from a liquidity event in the healthcare services industry, where Fisher held a significant operating and ownership role. The proceeds of that transaction formed the permanent capital base that Old Mission Investment Company now deploys. The firm does not manage outside capital.

What is the firm's investment strategy?

The firm runs a concentrated, multi-asset strategy spanning direct private equity, venture capital, and real estate. In private markets, it targets control and minority equity positions in healthcare, enterprise software, and fintech companies with established revenue models. Its real estate activity is weighted toward value-add and core-plus properties in coastal US cities.

Does Old Mission commit to external funds or prefer direct deals?

The office strongly favors direct investments and selective co-investments alongside trusted sponsors over broad fund commitments. When it does partner with external managers, it typically does so on a deal-by-deal basis rather than through blind-pool funds, maintaining high conviction and low fee drag across the portfolio.

What differentiates Old Mission from a conventional family office?

Fisher's background as an owner-operator distinguishes the firm from family offices run by career wealth advisors. The firm evaluates private equity opportunities through the lens of a former healthcare CEO, emphasizing operational value creation and strategic partnership rather than financial engineering alone. Its permanent capital structure also removes the deployment pressure that defines most institutional fund managers.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Traverse City Single Family Office profiles