Mutual Of America Capital Management LLC is a large advisory firm based in New York. It manages $16.57 billion of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2014.
Mutual Of America Capital Management provides portfolio management for investment companies and portfolio management for businesses and institutional clients. 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 Mutual Of America Capital Management LLC is $16.57 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% 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 Mutual Of America Capital Management 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 insurance companies, investment companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Thomas John Dillman is insurance companies with 1 clients and $8.23 billion of assets under management. Among the 12 most similar advisory firms, Mutual Of America Capital Management has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $16.56 billion for 19 clients. None of the firm’s clients are foreign persons or businesses.
Mutual Of America Capital Management doesn't advise any private funds.
The company employs 33 people that are either part- or full-time employees. 70 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas John Dillman has been acting as President since 1 Feb 2011. Stephen Rich joined the executive team most recently as the President And Chief Equity Strategist.
The principal office where Mutual Of America Capital Management LLC performs its advisory services is located at 320 Park Avenue, New York, NY 10022 6839, 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 212-224-1900 or by fax 212-224-2411. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at capitalmanagementcorp.com.