Mission Value Partners, LLC (Sonoma)

Mission Value Partners, LLC is a large advisory firm based in Sonoma. It manages $1.05 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

Mission Value Partners provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mission Value Partners: assets under management

The assets under management (AUM) of Mission Value Partners, LLC is $1.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 778% since the beginning of its operation, and $230.99 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.05 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.13 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mission Value Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Eugene Andrew Mcdermott serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Eugene Andrew Mcdermott is pooled investment vehicles with 8 clients and $886.05 million of assets under management. Among the 10 most similar advisory firms, Mission Value Partners has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.05 billion for 9 clients. 33% of the firm’s clients are foreign persons or businesses.

Mission Value Partners also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.

Careers at Mission Value Partners, LLC

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Eugene Andrew Mcdermott has been acting as President since 1 Apr 2010. Nicole Francine Dunderdale joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eugene Andrew Mcdermott	Managing member/president	1 Apr 2010	75% - 100%	3003483
Kouji Yamada	Executive director	1 Apr 2010	Other	2492068
Kelli Daniella Brown	Chief compliance officer	1 Apr 2010	Other	4539133
Deepak Gulrajani	Chief compliance officer	1 Jun 2011	Other	4518100
Richard David Allen	Chief operating officer	1 Aug 2012	Other	2913420
Nicole Francine Dunderdale	Chief compliance officer	1 Apr 2013	Other	6174705
Nicole Francine Dunderdale	Chief compliance officer	1 May 2013	Other	6174705

Based in Sonoma

The principal office where Mission Value Partners, LLC performs its advisory services is located at 793 Broadway, Sonoma, CA 95476, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 707-750-3343 or by fax 707-750-3325. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.