The best way of preparing for the future is to take good care of the present,

because we know that if the present is made up of the past, then the future will be made up of the present.

All we need to be responsible for is the present moment.

Only the present is within our reach.

To care for the present is to care for the future.

- Thich Nhat Hanh

Certified by the City of Boston as a Minority Business Enterprise and Small Business Enterprise

Certified by the Commonwealth of Massachusetts as a Minority Business Enterprise

Additional Information, Disclosures & Disclaimers

Mission Park Capital, LLC ("Mission Park Capital" or the "Firm") is a Registered Investment Advisor ("RIA"), registered with the Securities Division of the Office of the Secretary of State of the Commonwealth of Massachusetts. Registration of an investment advisor does not imply any specific level of skill or training, and does not constitute an endorsement of the firm by Massachusetts or other state securities regulators or the U.S. Securities and Exchange Commission (“SEC”). Certifications by the City of Boston and Commonwealth of Massachusetts do not imply and do not constitute an endorsement of the firm by the City or Massachusetts.

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This web site is intended to provide general information about Mission Park Capital. It is not intended to offer investment, tax or legal advice. You can view the current Firm Disclosure Brochure through the SEC's Investment Adviser Public Disclosure ("IAPD") website at www.adviserinfo.sec.gov. You can view our Table of Fees for Services, as required by the Securities Division of the Office of the Secretary of State of the Commonwealth of Massachusetts, here.

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Investing in financial instruments involves risks including, but not limited to, the potential loss of principal, unanticipated market risk, financial or political developments, and all are subject to other various risks which may change over time. Investing in financial instruments will only occur if suitable for, and agreed upon by, the client based on their needs and risk tolerance, in conjunction with whether it fits well with their overall financial holdings. In adhering to a fiduciary standard, Mission Park Capital works with clients to construct portfolios, asset allocations, and financial plans which align with their best interest. While the firm has no minimum amount of assets required, further details regarding pricing for assets under management less than $300,000 can be found in the Firm Disclosure Brochure, which can be made available upon request or via the IAPD website.

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Regarding (i) 12b-1 fees and (ii) wrap fees: (i) 12b-1 fees are paid out of fund assets to cover the costs of marketing and selling [of mutual] fund shares; and (ii) a wrap fee generally involves an investment account where you are charged a single, bundled, or “wrap” fee for investment advice, brokerage services, administrative expenses, and other fees and expenses. Details in this informational paragraph were sourced via the SEC's Investor.gov website.

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Regarding Qualified Clients, from Item 6 of the Firm Disclosure Brochure: Qualified Clients must meet one or more of the following requirements--(i) Client is a natural person who, or a company that, immediately after entering into the contract has at least $1,000,000 under management of the Advisor; (ii) Client is a natural person who, or a company that, immediately prior to entering into the contract, has a net worth (together, in the case of a natural person, with assets held jointly with a spouse) of more than $2,100,000 at the time the contract is entered into (excluding the equity in the Clients' primary residence) reduced by any indebtedness that is secured by the Client's primary residence in excess of the estimate fair market value of the residence; (iii) Client is a qualified purchaser as defined in section 2(a)(51)(A) of the Investment Company Act of 1940 at the time the contract is entered into.

© 2020 by Mission Park Capital, LLC

Located in Revere, MA

Plan for tomorrow.

Start today.

℠

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.

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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
COst-Effectiveness
Purposeful
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
Share our
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
on your
Personal Board of Directors
Align our incentives by investing our wealth alongside you and offer cost-effective, transparent pricing
 
 

 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.
​

INDIVIDUALS​

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.

Full-Service Relationship

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  • 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

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  • Ongoing advisement on short- and long-term cash management, debt management (credit cards, student loans, etc.), and liquidity needs

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  • Ongoing advisement on short- and long-term spending goals and prioritization plans

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  • Ongoing career advisement and coaching

    • Networking, job hunting, resume and online profile reviews, negotiating raises, severance agreement​s

    • Investing in yourself is your best long-term investment; we co-invest our efforts in you

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  • Availability for financial and career-related on-the-go check-ins via text, email, phone, video-conference, and in-person​

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  • 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

  • Portfolio management for the client assets managed directly by the firm

    • Taxable and tax-sheltered accounts (401(k), 457(b), 529s, IRAs, etc.)

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  • Annual review meeting; opt-in quarterly investor letter and monthly newsletter

$199 per month, billed quarterly directly from in-house account

QUALIFIED CLIENTS

As determined by the U.S. Securities and Exchange Commission

Please see bottom of page for further information

Portfolio Management

  • 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

Assets Managed

Less than $5 million

$5,000,001 - $25 million

Over $25 million

First Five Years

30%

25%

20%

After Five Years

25%

20%

15%

  • The firm focuses on offering only one investment strategy

  • Tear sheet can be provided for informational purposes

 About

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.

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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.

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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.

 Learn More

For any other inquiries, please call or email

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