Mission Advisors, LP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,220,066
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
24
46% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
LowAverage account size
$842,503
About
Mission Advisors, LP manages approximately $53 million on behalf of individual and high‑net‑worth clients and also acts as the investment manager and general partner for private pooled funds. In addition to separately managed accounts, the firm sponsors and operates two private limited‑partnership funds that are available only to qualified or accredited investors.
The firm’s pooled vehicles and separate accounts are managed on a discretionary basis and are reviewed regularly, with investment activity tailored to client objectives and risk tolerances. Its private funds concentrate on acquiring royalty, mineral and overriding royalty interests in oil and gas properties — principally in the Permian Basin and, for the second fund, the Haynesville Shale — and the firm uses industry relationships to source acquisition opportunities.
Noteworthy among peers, the firm serves as a private fund adviser and fund sponsor and manages pooled investment vehicles that employ performance‑based compensation, creating side‑by‑side management considerations when allocating opportunities between accounts. The brochure discloses related conflicts — including recommending the firm’s own funds and permitting direct fee deductions from custodial accounts — and that the firm does not vote proxies for fund holdings, items prospective clients may want to review.
Client services
Portfolio management
Expertise
Private / alternative investments
Fee options
$0 - /Investment Period: 2.0% of aggregate Commitment (annual management fee for Funds during Investment Period, payable quarterly in advance) After Investment Period - /No limit: 1.0% of aggregate Capital Contributions (annual management fee for Funds after Investment Period, payable quarterly in advance) Separate Accounts - /No limit: 1.0% to 1.5% of assets under management (negotiable, billed monthly in advance)
20% carried interest distribution on profits after Limited Partners receive 100% return of Capital Contributions (Funds only); some separate account clients may pay incentive fees, but generally separate accounts do not pay performance fees
Account minimum: $1,000,000
Main office location
Mission Advisors, LP
101 Aylesbury Hills Street
Terrell Hills TX 78209, United States
Number of offices
1
Most active in
Mission Advisors, LP has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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