Plan for tomorrow.
MISSION PARK CAPITAL
For those seeking to achieve financial wellness and independence,
Mission Park Capital is dedicated to offering tailored, comprehensive planning and long-term solutions
built around a commitment to a purposeful alignment of behaviors and incentives
with our clients.
Mission Park Capital exists to empower our clients
through our understanding the need to
Listen, Engage, Encourage, and Enable℠
OUR VALUE TO YOU
Process & Alignment
focus on you
HOW WE HELP YOU
Adhere to a Fiduciary Standard and duty of placing
your interests first
Provide the same caliber of problem-solving skills previously delivered to CEOs and Cabinet Secretaries
Investment Philosophy, Investment Strategy, and Investment Discipline
Focus on the long-term to help you navigate and adapt to your changing career and financial landscapes
Act as the Finance Chair
Personal Board of Directors
Align our incentives by investing our wealth alongside you and offer cost-effective, transparent pricing
The firm feels transparency in pricing is important and should be shared up-front.
Pricing reflects the fact that we accept no commissions, 12b-1 fees, or wrap fees;
this helps us prevent conflicts of interest and provide the unbiased advice our clients deserve.
Mission Park Capital seeks to not utilize the traditional
percentage of Assets Under Management (AUM) pricing model for Individuals.
The firm offers flat rate pricing.
There is no minimum amount of assets required.
For AUM of less than $300,000, a quote for services can be made available upon request.
Customized financial plan, including asset allocation and portfolio management throughout all of your holdings
For funds managed directly by and outside the firm
Taxable and tax-sheltered accounts (401(k), 457(b), 529s, IRAs, etc.), equity compensation (RSUs, etc.)
State-specific estate planning coordination
Ongoing advisement on short- and long-term cash management, debt management (credit cards, student loans, etc.), and liquidity needs
Ongoing advisement on short- and long-term spending goals and prioritization plans
Ongoing career advisement and coaching
Networking, job hunting, resume and online profile reviews, negotiating raises, severance agreements
Investing in yourself is your best long-term investment; we co-invest our efforts in you
Availability for financial and career-related on-the-go check-ins via text, email, phone, video-conference, and in-person
Annual financial planning and review meeting; opt-in quarterly investor letter and monthly newsletter
$249 per month, billed quarterly directly from in-house account
Portfolio management for the client assets managed directly by the firm
Taxable and tax-sheltered accounts (401(k), 457(b), 529s, IRAs, etc.)
Annual review meeting; opt-in quarterly investor letter and monthly newsletter
$199 per month, billed quarterly directly from in-house account
As determined by the U.S. Securities and Exchange Commission
Please see bottom of page for further information
0.25% annual asset-based fee, billed quarterly directly from in-house account
Annual 6% hurdle rate and high-water mark
Performance-based fee on gains in excess of the hurdle rate; please see table below
Less than $5 million
$5,000,001 - $25 million
Over $25 million
First Five Years
After Five Years
The firm focuses on offering only one investment strategy
Tear sheet can be provided for informational purposes
Enrique Perez is the Managing Principal and Chief Investment Officer of Mission Park Capital.
He has a track record of mission-driven work and serving others.
Enrique has spent over twenty years honing his craft as a private investor. During that time, he has also worked with a full spectrum of organizations—consulting private start-ups and non-profits, serving as a senior advisor and Chief of Staff for a $1 billion state-level Cabinet Secretariat, recruited to serve as a Managing Director and member of the executive management team for a $5 billion social enterprise bank, and served on the Investment Committee of a retirement benefits board.
Enrique has a BA in History from Williams College and an MBA from Yale School of Management. He is an active alumnus for both institutions and their students. A Boston area native, he currently lives in Revere, MA.
For any other inquiries, please call or email
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