Data / Investment advisers / District of Columbia / Missionsquare Retirement
Missionsquare Retirement, Washington, DC: $6.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Missionsquare Retirement is an SEC registered investment adviser with its main office in Washington, District of Columbia and reports $6.3 billion in regulatory assets under management in its Form ADV filed October 15, 2026. Its clients include individuals, insurance companies and high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Missionsquare Retirement (CRD number 108783): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108783
- SEC file number
- 801-18273
- SEC status
- Approved, effective January 19, 1983
- Legal name
- International City Management Association Retirement Corporation
- Main office
- 777 North Capitol Street Ne, Suite 600, Washington, DC 20002
- Phone
- (202) 962-4600
- Regulatory AUM
- $6,308,216,088 in the Form ADV filed October 15, 2026
- Discretionary AUM
- $5,740,508,954
- Non discretionary AUM
- $567,707,134
- Accounts
- 53,695
- Employees
- 553, of which 174 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 11
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 40,136 | $5.18 billion |
| Insurance companies | 1 | $567.7 million |
| High net worth individuals | 390 | $560.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.31 billion | March 31, 2026 |
| December 1, 2025 | $5.96 billion | November 25, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Meridiam Infrastructure North America Corporation | Washington | $10.22 billion | 35 | adviserinfo.sec.gov |
| Accolade Partners | Washington | $9.34 billion | 66 | adviserinfo.sec.gov |
| Marshfield Associates | Washington | $8.12 billion | Not listed | adviserinfo.sec.gov |
| Grain Management, LLC | Washington | $8.07 billion | 26 | adviserinfo.sec.gov |
| Invictus Capital Partners | Washington | $7.19 billion | 15 | adviserinfo.sec.gov |
| Acon Equity Management L.L.C. | Washington | $4.17 billion | 23 | adviserinfo.sec.gov |
| Liberty Strategic Capital | Washington | $3.55 billion | 3 | adviserinfo.sec.gov |
| Fundrise Advisors, LLC | Washington | $3.46 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington, DC
- Investment advisers in District of Columbia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving insurance companies
- Missionsquare Retirement on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.