Missionsquare Retirement
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 108783
- Registered since
- January 19, 1983
- Website
- www.missionsq.org
- Custodians
- VANTAGETRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Individuals82.12%
- Insurance Companies9%
- HNWI8.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Missionsquare Retirement is a corporation that has been SEC-registered since 1983 and operates under individual ownership. It serves both individual and family clients as well as institutional clients, providing portfolio management for individuals, small businesses, and institutional entities. Its fee model is percentage-of-assets-under-management. The firm does not identify as an active ESG investor, and its regulatory profile lists affiliations with broker-dealers, other investment advisers, commodity pool operator/commodity trading adviser activities, and a trust company.
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
- Public Funds/Mutual Funds54%
- Private Funds46%
Owners & executives
3 of 8Jeffrey Gibson
Chief Product OfficerCRD 2272982
Daryl Pereira Dennis
Chief Investment OfficerCRD 5916062
Julia Novak
Chief Executive OfficerCRD 8061371
Contacts
3 of 138
Emil Hemsey
Associate ManagerCRD 4309081
Brian Clarke
DirectorCRD 4644686
Tisha Neal
Retirement Plan SpecialistCRD 4660140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$203M in ETFs
100%
$203M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP ETF (IWR) | BlackRock | Passive | Mid Cap Blend | $68.3M | 702,067 | 33.62% |
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
Similar firms
Invictus Capital Partners
RIAWashington, DC
Grain Management, LLC
RIAWashington, DC
Marshfield Associates
RIAWashington, DC
Accolade Partners
RIAWashington, DC
Acon Equity Management L.L.C.
RIAWashington, DC
Meridiam Infrastructure North America Corporation
RIAWashington, DC