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 SEC‑registered limited liability company that manages institutional money primarily through pooled investment vehicles. Registered since 1999, the firm operates on a percentage‑of‑AUM fee model and is classified as a CPO/CTA with portfolio management responsibilities for pooled vehicles. Its client base is institutional, and firm records indicate it is not an active ESG investor, not a multi‑state adviser, and not a pension consultant. Missionsquare lists affiliations with broker‑dealers, other investment advisers, and trust companies, and it does not act as a capital allocator or related adviser to another registered manager.
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
Asset composition
- Other89%
- Cash & Cash Equivalents11%
Owners & executives
2 of 2Meredith Kelley
Senior Vice President and Chief Financial OfficerCRD 8038496
ANDREW WHITING
Chief Sales OfficerCRD 5047620
Contacts
3 of 3SHARI HENSRUD-ELLINGSON
Investment Advisor RepresentativeCRD 6012270
CLIFF RICHARDS
Compliance OfficerCRD 2974428
THOMAS MCANDREWS
SecretaryCRD 5569302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$14.1B in ETFs
84%
$11.8B
6%
$2.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $504M | 1,153,860 | 3.59% |
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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