Mason Street Advisors, LLC is a large advisory firm based in Milwaukee. It manages $27.66 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Wisconsin.
Mason Street Advisors provides portfolio management for investment companies, portfolio management for businesses and institutional clients, selection of other advisers, and advise clients on developing their investment guidelines; assistance with external managers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mason Street Advisors, LLC is $27.66 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mason Street Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, and other investment advisers. The largest group of clients of Kate Marie Fleming is investment companies with 1 clients and $22.2 billion of assets under management. Among the 9 most similar advisory firms, Mason Street Advisors has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $27.66 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.
Mason Street Advisors doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 91 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kate Marie Fleming has been acting as President since 1 Jan 2004. John Emerson Bentley joined the executive team most recently as the Chairman Of The Board.
The principal office where Mason Street Advisors, LLC performs its advisory services is located at 720 East Wisconsin Avenue, Milwaukee, WI 53202 4797, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 414-665-5400 or by fax 414-625-7242. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday.