M

Mission Value Partners, LLC

Updated today

Total assets under management

$303,237,813

Total clients

0

Total advisors

0

of 4 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

Average account size

About

Mission Value Partners, L.L.C. is an SEC‑registered investment manager that primarily serves pooled investment vehicles and institutional or corporate clients, acting as adviser to Mission Value Japan Fund Offshore and as general partner and manager of Mission Value Global Fund, L.P., in addition to managing a discretionary managed account. The firm provides portfolio management of public equities and related instruments and notes it may also provide non‑discretionary advisory services in special situations such as identifying acquisition targets.

The Manager pursues a long‑term growth‑of‑capital approach, building concentrated portfolios — the Global Fund is described as typically holding twelve to twenty positions (twelve to forty underlying securities) while the Japan strategy targets companies meeting explicit Japan‑related criteria. Investment decisions are driven by fundamental valuation and qualitative research (including company visits and product testing); the Manager may also use convertibles, corporate bonds, limited short positions, and currency hedging, and does not target benchmark weightings.

Noteworthy features include an explicit focus on institutional and corporate/business clients rather than retail individuals, a client mix that is less common among similar investment managers. The firm operates with a small investment team overseeing roughly $303 million in discretionary AUM (as of December 31, 2025) and maintains investor thresholds (e.g., multimillion dollar fund minimums and large managed‑account minimums) consistent with serving qualified and accredited institutional investors.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management Cross-border & expatriate issues

Fee options

Percentage

Between 1.15% and 1.35% annually depending on size of capital accounts and total assets under management

Performance-based

Performance or incentive fees may be charged to eligible clients under individualized negotiation, subject to applicable regulations; currently no performance fees for Mission Funds.

Other

Account minimum: $5 million for Mission Funds investors; $50,000,000 for Managed Accounts (negotiable) Fee-only: Annual management fee between 1.15% and 1.35%, negotiable based on client circumstances and service levels

Main office location

Mission Value Partners, LLC

1033 Demonbreun St, Suite 300

Nashville TN 37203, United States

Number of offices

2

Most active in

Tennessee

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

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