Old Mission Investment Company, LLC
● SEC registered since 2006CRD 140381SEC# 801-66666Traverse City, MI
Reg. AUM
$929M
Employees
10
Accounts
2,002
Location
Traverse City, MI
Old Mission Investment Company, LLC assets under management
Old Mission Investment Company, LLC is an investment advisory firm registered with the SEC based in Traverse City, MI. The firm has been registered since 2006. It reports $929 million in regulatory assets under management and employs 10 people.
Old Mission Investment Company, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carey Anne Tafelsky Control | Managing Member | 10-25% | 2021 |
| Christopher Mundt Lamb Control | Managing Member | 25-50% | 2006 |
| Jeffrey Allen Johnson Control | Managing Member / Chief Compliance Officer | 25-50% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Old Mission Investment Company, LLC manage?
Old Mission Investment Company, LLC reports $929 million in regulatory assets under management on its Form ADV.
How many employees does Old Mission Investment Company, LLC have?
Old Mission Investment Company, LLC reports 10 employees.
Where is Old Mission Investment Company, LLC located?
Old Mission Investment Company, LLC is based in Traverse City, MI and has been SEC-registered since 2006.
Does Old Mission Investment Company, LLC disclose fund performance?
Old Mission Investment Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 880 Munson Avenue, Suite B, Traverse City, MI 49686 |
| Phone | 231-929-4100 |
| Fax | 231-929-4190 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$929M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$929Mregulatory AUM
Discretionary $856.2MNon-discretionary $72.8M