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 organized as an LLC that serves primarily institutional clients. The firm is SEC-registered (registration date: 1993) and charges fees based on a percentage of assets under management. Its advisory work centers on portfolio management for investment companies and for businesses or institutions, and the firm also has CPO/CTA activity on its record. Mutual of America Capital Management lists industry connections that include broker-dealers, other investment advisers and insurance-company relationships. The firm does not characterize itself 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$239M in ETFs
100%
$239M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $91.8M | 898,140 | 38.39% |
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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