Mason Street Advisors, LLC

RIASEC RegisteredEst. 2001
Total AUM
$39.1B
Discretionary
$39.1B
100% of AUM
Avg account
$1.1B
Accounts
34
Employees
13
Advisory reps
6

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

FINTRX

Overview

Mason Street Advisors, LLC is an institutional registered investment adviser structured as an LLC and operating as a capital allocator for institutional clients. The firm, SEC-registered since 2001, provides portfolio management for investment companies and performs selection of other advisers. It is also identified as a CPO/CTA and has business relationships across broker-dealers, banks, trust companies, insurance companies and as a sponsor or managing member of pooled vehicles. Fee arrangements include percentage-of-AUM billing among other structures. The firm does not position itself as an active ESG investor and is not listed as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Brent Schutte

    Brent Schutte

    Chief Investment Officer And DirectorCRD 2631864

Contacts

3 of 5
  • Paul Mikelson

    President, DirectorCRD 4372886

  • Bonnie Tomczak

    Bonnie Tomczak

    Vice PresidentCRD 2966038

  • Lynn Leritz

    Lynn Leritz

    VP - Life InsuranceCRD 4441186

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$1.5B in ETFs

Passive

94%

$1.4B

Active

6%

$90.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$302M3,050,83020.09%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth