Mason Street Advisors, LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 114085
- Registered since
- December 17, 2001
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Mason Street Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2001. The firm positions itself principally as a capital allocator for institutional clients, offering portfolio management for investment companies and selecting outside advisers and subadvisers. Its operating activities include CPO/CTA functions and it lists affiliations with a range of financial intermediaries and sponsor/GP roles for pooled vehicles. Mason Street charges fees that include a percentage-of-AUM component and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Brent Schutte
Chief Investment Officer And DirectorCRD 2631864
Contacts
3 of 5Paul Mikelson
President, DirectorCRD 4372886
Bonnie Tomczak
Vice PresidentCRD 2966038
Lynn Leritz
VP - Life InsuranceCRD 4441186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$1.4B in ETFs
97%
$1.3B
3%
$45.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $303M | 3,049,263 | 22.07% |
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 720 E Wisconsin Ave
- Time zone
- CT (UTC-6)
- Office locations
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