MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 106523
- Registered since
- May 12, 1993
- Website
- www.capmgtllc.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies76.4%
- Insurance Companies23.25%
- State / Municipal Government0.33%
- Other0.03%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mutual Of America Capital Management LLC is an SEC-registered investment adviser organized as an LLC and operating since 1993. The firm serves institutional clients on a fee basis calculated as a percentage of assets under management and focuses on portfolio management for investment companies and for businesses or institutions. Its reported business activities include serving in a commodity pool operator/commodity trading advisor (CPO/CTA) capacity. The adviser is not flagged as an active ESG investor and is not newly formed or a multi-state adviser. Public records show affiliations with broker-dealers, other investment advisers and insurance companies, and also note a linkage with pension consulting.
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
- US Government Bonds46%
- Investment Grade Corp Bonds38%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
- Exchange Traded Equities4%
Owners & executives
3 of 4CHRISTINE JANOFSKY
Chief Financial Officer And TreasurerCRD 6269587
KYLE MEDLIN
Senior Vice President & Chief Compliance OfficerCRD 5496979
Leah Berry
CFO and SVPCRD 7876883
Contacts
3 of 4ROBERT YOUNG
PrincipalCRD 2424026
SHANNON MORIARTY
Executive Vice PresidentCRD 2969994
JOSEPH GAFFOGLIO
PresidentCRD 4410999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$276M in ETFs
100%
$276M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $149M | 1,368,140 | 54.02% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 320 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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