Mutual Of America Capital Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 106523
- Registered since
- May 12, 1993
- Website
- www.capmgtllc.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies76.4%
- Insurance Companies23.25%
- State / Municipal Government0.33%
- Other0.03%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mutual Of America Capital Management LLC is an institutional registered investment adviser that primarily manages assets for institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management services for investment companies and for businesses or other institutions. It is registered as a limited liability company and has been SEC-registered since 1993. Business activities include operating as a CPO/CTA, and the firm maintains affiliations across the financial services sector (broker-dealer relationships, other investment adviser roles, and connections with insurance and pension consulting). Mutual Of America Capital Management is not designated as an active ESG investor.
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
- US Government Bonds46%
- Investment Grade Corp Bonds38%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
- Exchange Traded Equities4%
Owners & executives
3 of 5
Christine Janofsky
Chief Financial Officer And TreasurerCRD 6269587
Joseph Gaffoglio
President & CEOCRD 4410999
Kyle Medlin
Senior Vice President & Chief Compliance OfficerCRD 5496979
Contacts
3 of 3Robert Young
PrincipalCRD 2424026
Shannon Moriarty
OperationsCRD 2969994
Jason D'angelo
Executive Vice PresidentCRD 7598717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$295M in ETFs
100%
$295M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $149M | 1,368,140 | 50.52% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 320 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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