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 that serves institutional clients and manages pooled investment vehicles. The firm is SEC-registered (1999) and operates as a limited liability company. Its business activities include acting as a CPO/CTA and providing portfolio management for pooled vehicles. Fee arrangements are percentage-of-AUM based. The adviser reports institutional relationships and affiliations with broker-dealers, other investment advisers and a trust company. The firm is not identified as an active ESG investor and is not positioned as a capital allocator to external managers.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$15.7B in ETFs
84%
$13.2B
7%
$2.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $612M | 6,789,918 | 3.89% |
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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