{"url":"https://nivawealth.com/firms/mission-prime-318328","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/318328","regulatoryAum":2347603297,"crd":"318328","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4926979","suffix":null,"lastName":"KOCHENOV","firstName":"MUKHTAR-BEK","middleName":null},{"crd":"3191400","suffix":null,"lastName":"ZAPOLSKIKH","firstName":"DMITRI","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-05-24","regulatoryAum":336000000,"clients":1,"employees":1,"offices":1},{"filedOn":"2023-03-20","regulatoryAum":1367789348,"clients":4,"employees":1,"offices":1},{"filedOn":"2024-03-15","regulatoryAum":2121342058,"clients":4,"employees":1,"offices":1},{"filedOn":"2025-03-10","regulatoryAum":2259727173,"clients":3,"employees":1,"offices":1},{"filedOn":"2026-06-03","regulatoryAum":2347603297,"clients":3,"employees":2,"offices":1}],"secFileNumber":"801-123218","legalName":"Mission Prime LLC","displayName":"Mission Prime","slug":"mission-prime-318328","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Puerto Rico limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7 Calle Tabanuco, Suite 105-1593","city":"Guaynabo","state":"PR","stateName":"Puerto Rico","country":"United States","postalCode":"00968"},"tradeNames":[],"registration":{"secApproved":"11 February 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":2347603297,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":2347603297,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"State or municipal government entities","clients":2,"fewerThan5":true,"regulatoryAum":2297106405},{"label":"Insurance companies","clients":1,"fewerThan5":true,"regulatoryAum":50496892}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"JP Morgan","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":606957087}],"custodyNote":"Mission Prime does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Dmitri Zapolskikh","title":"Managing Member & Chief Compliance Officer","crd":"3191400"}],"ownership":[{"label":"Dmitri Zapolskikh","detail":"Managing member & chief compliance officer in the 75% or more ownership band and a control person, since November 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Puerto Rico","offices":1,"addresses":[{"street":"7 Calle Tabanuco, Suite 105-1593","city":"Guaynabo","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"787-487-5843","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":66},{"label":"U.S. government/agency bonds","percent":22},{"label":"U.S. state and local bonds","percent":1},{"label":"Sovereign bonds","percent":1},{"label":"Investment grade corporate bonds","percent":8},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"3 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/318328/PDF/318328.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Mission Prime have?","answer":"Mission Prime has 3 clients and manages $2.35 billion for them, as of June 2026. They include 2 state or municipal government entities and 1 insurance company.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mission Prime offer?","answer":"Mission Prime provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Mission Prime use?","answer":"Mission Prime’s separately managed account assets are held at JP Morgan (New York, NY), with $607M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mission Prime have?","answer":"Mission Prime has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mission Prime invest in?","answer":"At the end of its last fiscal year, Mission Prime’s separately managed accounts held 66% exchange-traded equities, 22% U.S. government and agency bonds, 8% investment grade corporate bonds, 2% cash and equivalents, 1% state and local bonds and 1% sovereign bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mission Prime?","answer":"Mission Prime’s direct owner is Dmitri Zapolskikh (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mission Prime get paid?","answer":"Mission Prime is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Mission Prime?","answer":"Mission Prime’s main office is at 7 Calle Tabanuco, Suite 105-1593, Guaynabo, PR 00968. Its phone number is 787-487-5843.","source":"Form ADV Part 1A, Item 1.F, filed 3 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}