Institutional
    SEC Registered

    Missionsquare Investments

    Registered investment advisor · Washington, Washington D.C. · CRD #109138

    Subsidiary of Missionsquare Retirement

    Assets Under Management
    $52.9B
    Client Accounts
    45
    Employees
    64
    CRD Number
    109138
    Registration
    SEC Registered
    Custodian
    Jpmorgan Chase Bank

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Missionsquare Investments

    MissionSquare Retirement is a nonprofit financial services company focused on helping public sector employees achieve retirement security. Founded in 1972 and rebranded in 2021, the organization is headquartered in Washington, DC, and employs around 667 people. MissionSquare manages over $72 billion in assets and serves 1.3 million participant accounts across 9,000 public service employers. The company offers a range of retirement plans, including 457(b) deferred compensation plans, 401(a), 401

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Missionsquare Investments's AUM?

    Missionsquare Investments reports approximately $52.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Missionsquare Investments headquartered?

    Missionsquare Investments is headquartered in Washington, Washington D.C..

    What is Missionsquare Investments's CRD number?

    Missionsquare Investments's CRD number is 109138. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Missionsquare Investments manage?

    Missionsquare Investments manages approximately 45 client accounts according to its latest SEC filing.

    Is Missionsquare Investments SEC registered?

    Yes, Missionsquare Investments is registered with the SEC as an investment adviser with an approved registration status.

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