SourcingSourcing

MISSION VALUE PARTNERS, LLC

B50
CRD 153704·SEC 801-71375·NASHVILLE, TN
AUM
$303.2M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$910K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MISSION VALUE PARTNERS, LLC
CRD
153704
SEC file #
801-71375
EIN
—
DBA names
—

Economics

AUM
$303.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.05B → $303.2M▼ -71%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCDERMOTT, EUGENE, ANDREW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCDERMOTT, EUGENE, ANDREW
POMBRA, MANOJ, KUMAR
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street10
E*trade4
Northern Trust2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3003483
Trust Company Affiliate
No

People (2)

2
MCDERMOTT, EUGENE, ANDREW
Direct Owner · 87.5%
3003483
POMBRA, MANOJ, KUMAR
Executive Officer · 2.5%
1993850