AdvisorCensus / Financial advisors / District of Columbia / Washington / Missionsquare Investments
Missionsquare Investments
Filed as MISSIONSQUARE INVESTMENTS · Legal name Vantagepoint Investment Advisers, LLC
Missionsquare Investments is an SEC-registered investment advisory firm in Washington, DC, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.
Quick answers
From the filingHow is Missionsquare Investments compensated?
On its Form ADV (Item 5.E, October 2026), Missionsquare Investments reports these compensation arrangements: a percentage of assets under its management.
Where is Missionsquare Investments located?
Missionsquare Investments' principal office is in Washington, DC, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Missionsquare Investments registered with the SEC or a state?
Missionsquare Investments is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109138.
How much does Missionsquare Investments manage?
Missionsquare Investments reports $52,928,154,219 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).
How have Missionsquare Investments' assets and staff changed since 2021?
In the Form ADV data for Missionsquare Investments: Regulatory assets under management: $47,208,749,272 in the October 2021 data and $52,928,154,219 in the October 2026 data, up 12%. Total employees: 53 in October 2021 and 64 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Missionsquare Investments serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Which custodians does Missionsquare Investments use?
Missionsquare Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JPMorgan Chase Bank as a custodian holding 10% or more of its separately managed account assets.
Does Missionsquare Investments report any disciplinary disclosures?
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109138
What changed in Missionsquare Investments' recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated May 1, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$52,928,154,219 as of October 2026, filing dated July 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Vantagepoint Investment Advisers, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1999 (27 years)
- Employees
- Total: 64. Performing investment advisory functions: 47.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 112 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $52,928,154,219 | 64 | July 27, 2026 |
| October 2025 | $50,313,555,029 | 85 | May 19, 2025 |
| October 2024 | $49,409,331,766 | 87 | July 2, 2024 |
| October 2023 | $45,598,276,159 | 70 | May 23, 2023 |
| October 2022 | $50,903,580,077 | 49 | September 2, 2022 |
| October 2021 | $47,208,749,272 | 53 | September 10, 2021 |
Regulatory assets under management: $47,208,749,272 in the October 2021 data and $52,928,154,219 in the October 2026 data, up 12%.
Total employees: 53 in October 2021 and 64 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- June 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 80 to 47.
- February 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Missionsquare Investments (CRD 109138): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/missionsquare-investments-washington-dc-109138