Mason Street Advisors, LLC
● SEC registered since 2001CRD 114085SEC# 801-60721Milwaukee, WI
Reg. AUM
$39.08B
Employees
13
Accounts
34
Location
Milwaukee, WI
Mason Street Advisors, LLC assets under management
Mason Street Advisors, LLC is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 2001. It reports $39.1 billion in regulatory assets under management and employs 13 people.
Mason Street Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew John Heistad | Treasurer | Under 5% | 2022 |
| Bonnie Lynn Tomczak Control | Chair & Director Of The Board | Under 5% | 2021 |
| Brent Gregory Schutte Control | Chief Investment Officer & Director | Under 5% | 2021 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mason Street Advisors, LLC manage?
Mason Street Advisors, LLC reports $39.1 billion in regulatory assets under management on its Form ADV.
How many employees does Mason Street Advisors, LLC have?
Mason Street Advisors, LLC reports 13 employees.
Where is Mason Street Advisors, LLC located?
Mason Street Advisors, LLC is based in Milwaukee, WI and has been SEC-registered since 2001.
Does Mason Street Advisors, LLC disclose fund performance?
Mason Street Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 |
| Phone | 414-665-5400 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1167711 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$39.08B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$39.08Bregulatory AUM
Discretionary $39.08B