Data / Investment advisers / Puerto Rico / Mission Prime LLC
Mission Prime LLC, Guaynabo, PR: $2.3 billion AUM, SEC registered investment adviser
Mission Prime LLC is an SEC registered investment adviser with its main office in Guaynabo, Puerto Rico and reports $2.3 billion in regulatory assets under management in its Form ADV filed June 3, 2026. Its clients include state and municipal governments and insurance companies. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 318328
- SEC file number
- 801-123218
- SEC status
- Approved, effective February 11, 2022
- Main office
- 7 Calle Tabanuco Suite 105-1593, Guaynabo, PR 00968
- Phone
- (787) 487-5843
- Regulatory AUM
- $2,347,603,297 in the Form ADV filed June 3, 2026
- Non discretionary AUM
- $2,347,603,297
- Accounts
- 3
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 2 | $2.30 billion |
| Insurance companies | 1 | $50.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.35 billion | March 16, 2026 |
| December 1, 2025 | $2.26 billion | March 10, 2025 |
Other advisers in Guaynabo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Connelly Capital Management LLC | Guaynabo | $1.05 billion | 38 | adviserinfo.sec.gov |
| Freedom Advisory | Guaynabo | $880.6 million | Not listed | adviserinfo.sec.gov |
| X-Square Capital | Guaynabo | $790.9 million | 3 | adviserinfo.sec.gov |
| Atlas Asset Management LLC | Guaynabo | $700.6 million | Not listed | adviserinfo.sec.gov |
| The Phoenix Fund Advisor LLC | Guaynabo | $596.4 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Guaynabo, PR
- Investment advisers in Puerto Rico
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving insurance companies
- Mission Prime LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.