Missionsquare Investments
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 109138
- Registered since
- January 22, 1999
- Website
- www.icmarc.org
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles99.96%
- State / Municipal Government0.04%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Missionsquare Investments is an institutional registered investment adviser organized as an LLC and operating since its SEC registration in 1999. The firm serves institutional clients and acts primarily as a portfolio manager for pooled investment vehicles. Its stated business activities include operating in the capacity of a CPO or CTA, and it charges fees as a percentage of assets under management. FINTRX flags the adviser as not active on ESG integration and not registered as a multi-state adviser. Missionsquare maintains industry relationships with broker-dealers, other investment advisers, and a trust company, reflecting a business model that combines outsourced partnerships and in-house management of pooled products. The firm’s owner type is listed as a domestic entity/individual rather than an outside holding company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other89%
- Cash & Cash Equivalents11%
Owners & executives
3 of 3Meredith Kelley
Senior Vice President and Chief Financial OfficerCRD 8038496
Andrew Whiting
Chief Sales OfficerCRD 5047620
Gary Holmes
Chief Compliance OfficerCRD 3171812
Contacts
2 of 2
Shari Hensrud-ellingson
Investment Advisor RepresentativeCRD 6012270
Thomas Mcandrews
SecretaryCRD 5569302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$15.8B in ETFs
84%
$13.3B
6%
$2.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $585M | 6,789,918 | 3.69% |
Location
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 777 N Capitol St Ne
- Time zone
- ET (UTC-5)
- Office locations
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