# MISSION INVESTMENT ADVISORS LLC

MISSION INVESTMENT ADVISORS LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 329596
- Type: SEC-registered investment adviser
- SEC file number: 801-131136
- Location: 1100 SANSOME STREET, SAN FRANCISCO, CA, 94111
- Phone: 415-517-0459
- Latest filing: 2026-06-30
- Regulatory AUM: $158.1M
- Discretionary AUM: $158.1M
- Clients: 2
- Accounts: 1

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Leland Newell | CHIEF EXECUTIVE OFFICER; GENERAL PARTNER; SHAREHOLDER | — |
| Matthew William Bergin | CHIEF OPERATING OFFICER AND TREASURER | — |
| Samantha Claire Lovell | CHIEF FINANCIAL OFFICER AND SECRETARY | — |
| Kushal Michael Abeywickrama | CHIEF COMPLIANCE OFFICER | — |
| Joseph Neal Sanberg | GENERAL PARTNER | — |
| GELDHAUSER MEREDITH WILLIS | CHIEF COMPLIANCE OFFICER | — |
| Bergin Matthew | CHIEF OPERATING OFFICER AND TREASURER | — |
| NEWELL TIMOTHY L | CHIEF EXECUTIVE OFFICER; SOLE SHAREHOLDER | — |
| NEWELL TIMOTHY LELAND | CHIEF EXECUTIVE OFFICER; SOLE SHAREHOLDER | — |
| BERGIN MATTHEW WILLIAM | CHIEF OPERATING OFFICER AND TREASURER | — |
| LOVELL SAMANTHA CLAIRE | CHIEF FINANCIAL OFFICER AND SECRETARY | — |
| Lovell Samantha | CHIEF FINANCIAL OFFICER AND SECRETARY | — |
| Abeywickrama Kushal Michael | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329596/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329596/similar
- Related entities: https://search.stillhousedata.com/firm/329596/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329596

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.