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Mason Street Advisors, LLC

● SEC registered since 2001CRD 114085SEC# 801-60721Milwaukee, WI
Export (members)
Reg. AUM
$35.04B
Employees
13
Accounts
31
Location
Milwaukee, WI

Mason Street Advisors, LLC assets under management

Mason Street Advisors, LLC is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 2001. It reports $35 billion in regulatory assets under management and employs 13 people.

Mason Street Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Andrew John HeistadTreasurerUnder 5%2022
Bonnie Lynn Tomczak ControlChairman Of The BoardUnder 5%2021
Brent Gregory Schutte ControlChief Investment Officer & DirectorUnder 5%2021
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Frequently asked questions

How much does Mason Street Advisors, LLC manage?

Mason Street Advisors, LLC reports $35 billion in regulatory assets under management on its Form ADV.

How many employees does Mason Street Advisors, LLC have?

Mason Street Advisors, LLC reports 13 employees.

Where is Mason Street Advisors, LLC located?

Mason Street Advisors, LLC is based in Milwaukee, WI and has been SEC-registered since 2001.

Does Mason Street Advisors, LLC disclose fund performance?

Mason Street Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address720 East Wisconsin Avenue, Milwaukee, WI 53202-4797
Phone414-665-5400
Office hours8 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1167711
Discloses disciplinary historyYes

Assets under management

Discretionary$35.04B
Non-discretionary$0
Total (RAUM)$35.04B