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Old Mission Investment Company, LLC

● SEC registered since 2006CRD 140381SEC# 801-66666Traverse City, MI
Export (members)
Reg. AUM
$890.8M
Employees
10
Accounts
2,052
Location
Traverse City, MI

Old Mission Investment Company, LLC assets under management

Old Mission Investment Company, LLC is an investment advisory firm registered with the SEC based in Traverse City, MI. The firm has been registered since 2006. It reports $890.8 million in regulatory assets under management and employs 10 people.

Old Mission Investment Company, LLC owners & executives

4 reported
NameTitleOwnershipSince
Carey Anne Tafelsky ControlManaging Member10-25%2021
Christopher Mundt Lamb ControlManaging Member25-50%2006
Jeffrey Allen Johnson ControlManaging Member / Chief Compliance Officer25-50%2006
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Frequently asked questions

How much does Old Mission Investment Company, LLC manage?

Old Mission Investment Company, LLC reports $890.8 million in regulatory assets under management on its Form ADV.

How many employees does Old Mission Investment Company, LLC have?

Old Mission Investment Company, LLC reports 10 employees.

Where is Old Mission Investment Company, LLC located?

Old Mission Investment Company, LLC is based in Traverse City, MI and has been SEC-registered since 2006.

Does Old Mission Investment Company, LLC disclose fund performance?

Old Mission Investment Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address880 Munson Avenue, Suite B, Traverse City, MI 49686
Phone231-929-4100
Fax231-929-4190
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$754.4M
Non-discretionary$136.4M
Total (RAUM)$890.8M