DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Missionsquare Investments
Asset manager (funds and pooled vehicles)Washington, District of ColumbiaCRD 109138SEC 801-56223websiteIAPD
Legal name Vantagepoint Investment Advisers, LLC
Latest filing Jul 27, 2026
First filing on the tape Mar 30, 2012 · 50 filings
SEC status approved since Jan 22, 1999
RAUM
$53B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
64
47 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
0
reported on Schedule D
History
50 filings and snapshots on the tape
RAUM$53B as of Jul 27, 2026
Mar 30, 2012$19B then
HNW client RAUM$0 as of Jul 27, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)23 as of Jul 27, 2026
Mar 30, 20120 then
Employees (5.A)64 as of Jul 27, 2026
Mar 28, 201350 then
Private funds: no history
RAUM +5.2% over the last fiscal year+5.1% a year over threeIARs 50 to 23offices 7 to 9
Practice profile
derived from the filing of Jul 27, 2026; every figure names its basis
- RAUM per advisor
- $2.3BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.2BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.8derivedItem 5.A over advisors
- Advisors per office
- 2.3derived10 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- -54%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $94B, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$53B100%
- State and municipal entities$20.8M0.0%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 45reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $94B for 1 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=33.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Peng-Khiam Karen Chong-Wulff · Manager & Acting Chief Investment Officercontrolsince 04/2024 · owns less than 5%
- Cuttina Angela Montez · Secretarycontrolsince 05/2023 · owns less than 5%
- Lawrence Cliff Richards · Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- Dai Shi · Manager & Treasurercontrolsince 08/2020 · owns less than 5%
- Carole Lynne Smith · Managercontrolsince 12/2020 · owns less than 5%
- Raymond Andrew Whiting · Principal Manager & Presidentcontrolsince 04/2023 · owns less than 5%
Entity owners
- International City Management Association Retirement Corporation · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Missionsquare Wealth Managementbroker-dealern
- Missionsquare Retirementinvestment adviseryRAUM $6.3B
- Vantagetrust Company, LLCn
Advisers that list Missionsquare Investments as a related person
- 108783 y
Offices
Schedule D 1.F, the 25 largest
- Greenwood Village, CO4 employees
- Greenville, SC1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- advisor count dropChange between filings · filing Mar 31, 2026advisory representatives (Item 5.B.3) moved from 50.0 to 23.0 (-54.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (51 comparable advisers, 2.0th percentile of changes)peers: asset managers, $20B and over (51) · 2.0% percentile
What changed
consecutive filings, newest first
- Advisory employees · 80 to 47Feb 11, 2026 to Mar 31, 2026
- BD registered reps · 51 to 33Feb 11, 2026 to Mar 31, 2026
- Assets in custody · $89B to $94BFeb 11, 2026 to Mar 31, 2026
- Employees · 85 to 64Feb 11, 2026 to Mar 31, 2026
- Insurance-licensed employees · 50 to 23Feb 11, 2026 to Mar 31, 2026
- State-registered IARs · 50 to 23Feb 11, 2026 to Mar 31, 2026
- Other offices · 7 to 9Feb 11, 2026 to Mar 31, 2026
- Discretionary RAUM · $50B to $53BFeb 11, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $50B to $53BFeb 11, 2026 to Mar 31, 2026
- RAUM · $50B to $53BFeb 11, 2026 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 19, 2025
- Accounts · 43 to 45Jan 30, 2025 to Mar 31, 2025
- Advisory employees · 82 to 80Jan 30, 2025 to Mar 31, 2025
- Assets in custody · $88B to $89BJan 30, 2025 to Mar 31, 2025
- Employees · 87 to 85Jan 30, 2025 to Mar 31, 2025
- Insurance-licensed employees · 34 to 50Jan 30, 2025 to Mar 31, 2025
- State-registered IARs · 34 to 50Jan 30, 2025 to Mar 31, 2025
- Other offices · 6 to 7Jan 30, 2025 to Mar 31, 2025
- Discretionary RAUM · $49B to $50BJan 30, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $49B to $50BJan 30, 2025 to Mar 31, 2025
- RAUM · $49B to $50BJan 30, 2025 to Mar 31, 2025
- Advisory employees · 69 to 82Feb 22, 2024 to Mar 27, 2024
- BD registered reps · 39 to 51Feb 22, 2024 to Mar 27, 2024
- Assets in custody · $81B to $88BFeb 22, 2024 to Mar 27, 2024
- Employees · 70 to 87Feb 22, 2024 to Mar 27, 2024
- Insurance-licensed employees · 23 to 34Feb 22, 2024 to Mar 27, 2024
- State-registered IARs · 23 to 34Feb 22, 2024 to Mar 27, 2024
- Other offices · 5 to 6Feb 22, 2024 to Mar 27, 2024
- Discretionary RAUM · $46B to $49BFeb 22, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $46B to $49BFeb 22, 2024 to Mar 27, 2024
- RAUM · $46B to $49BFeb 22, 2024 to Mar 27, 2024
- Advisory employees · 48 to 69Jan 18, 2023 to Mar 30, 2023
- BD registered reps · 19 to 39Jan 18, 2023 to Mar 30, 2023
- Assets in custody · $93B to $81BJan 18, 2023 to Mar 30, 2023
- Employees · 49 to 70Jan 18, 2023 to Mar 30, 2023
- Insurance-licensed employees · 13 to 23Jan 18, 2023 to Mar 30, 2023
- State-registered IARs · 13 to 23Jan 18, 2023 to Mar 30, 2023
- Other offices · 0 to 5Jan 18, 2023 to Mar 30, 2023
- Discretionary RAUM · $51B to $46BJan 18, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $51B to $46BJan 18, 2023 to Mar 30, 2023
Signals
32 dated events
- Missionsquare Investments reported 23 state-registered advisory representatives, down from 50 (2026-02-11 to 2026-03-31)Mar 31, 2026 · Advisor headcount change · derived
- Missionsquare Investments reported 50 state-registered advisory representatives, up from 34 (2025-01-30 to 2025-03-31)Mar 31, 2025 · Advisor headcount change · derived
- P Karen Chong-Wulff (Manager & Acting Chief Investment Officer) appeared on Schedule A of Missionsquare InvestmentsMay 7, 2024 · Control person joined · fact
- Anthony Wayne Wicker (Manager & Chief Investment Officer) no longer on Schedule A of Missionsquare Investments (listed 2024-03-27, absent 2024-05-07)May 7, 2024 · Control person left · inference
- Missionsquare Investments reported 34 state-registered advisory representatives, up from 23 (2024-02-22 to 2024-03-27)Mar 27, 2024 · Advisor headcount change · derived
- Cuttina Angela Montez (Secretary) appeared on Schedule A of Missionsquare InvestmentsMay 23, 2023 · Control person joined · fact
- Raymond Andrew Whiting (Acting Principal Manager & President) appeared on Schedule A of Missionsquare InvestmentsMay 23, 2023 · Control person joined · fact
- Rafael Orlando Cruz (Principal Manager & President) no longer on Schedule A of Missionsquare Investments (listed 2023-03-30, absent 2023-05-23)May 23, 2023 · Control person left · inference
- Anne Katherine Schulze (Secretary) no longer on Schedule A of Missionsquare Investments (listed 2023-03-30, absent 2023-05-23)May 23, 2023 · Control person left · inference
- Missionsquare Investments reported 5 offices beyond its principal office, up from 0 (2023-01-18 to 2023-03-30)Mar 30, 2023 · Office count change · derived
- Missionsquare Investments reported 23 state-registered advisory representatives, up from 13 (2023-01-18 to 2023-03-30)Mar 30, 2023 · Advisor headcount change · derived
- Lawrence Cliff Richards (Acting Chief Compliance Officer) appeared on Schedule A of Missionsquare InvestmentsJan 18, 2023 · Control person joined · fact
- Dunn Karen Mcbarnette (Chief Compliance Officer) no longer on Schedule A of Missionsquare Investments (listed 2022-12-05, absent 2023-01-18)Jan 18, 2023 · Control person left · inference
- George Thomas Mcandrews (General Counsel) no longer on Schedule A of Missionsquare Investments (listed 2022-06-27, absent 2022-09-02)Sep 2, 2022 · Control person left · inference
- Anne Katherine Schulze (Senior Vice President, Chief Legal & Corporate Affairs Officer) appeared on Schedule A of Missionsquare InvestmentsSep 2, 2022 · Control person joined · fact
- Renee Rhonda Mims (Secretary) no longer on Schedule A of Missionsquare Investments (listed 2022-03-31, absent 2022-05-04)May 4, 2022 · Control person left · inference
- George Thomas Mcandrews (General Counsel) appeared on Schedule A of Missionsquare InvestmentsMar 31, 2022 · Control person joined · fact
- Cuttina Angela Montez (Secretary) no longer on Schedule A of Missionsquare Investments (listed 2021-03-31, absent 2021-06-17)Jun 17, 2021 · Control person left · inference
- Renee Rhonda Mims (Secretary) appeared on Schedule A of Missionsquare InvestmentsJun 17, 2021 · Control person joined · fact
- Thomas David Tanguay (Manager) no longer on Schedule A of Missionsquare Investments (listed 2020-09-14, absent 2021-01-08)Jan 8, 2021 · Control person left · inference
- Rogich Lynne Ford (President & Principal Manager) no longer on Schedule A of Missionsquare Investments (listed 2020-09-14, absent 2021-01-08)Jan 8, 2021 · Control person left · inference
- Carole Lynne Smith (Manager) appeared on Schedule A of Missionsquare InvestmentsJan 8, 2021 · Control person joined · fact
- Dai Shi (Manager & Treasurer) appeared on Schedule A of Missionsquare InvestmentsSep 14, 2020 · Control person joined · fact
- Stephenson Elizabeth Glista (Manager & Treasurer) no longer on Schedule A of Missionsquare Investments (listed 2020-04-29, absent 2020-09-14)Sep 14, 2020 · Control person left · inference
- Lawrence Joseph Teague (Manager) no longer on Schedule A of Missionsquare Investments (listed 2020-03-30, absent 2020-04-29)Apr 29, 2020 · Control person left · inference
- Rafael Orlando Cruz (Manager) appeared on Schedule A of Missionsquare InvestmentsApr 29, 2020 · Control person joined · fact
- Stephenson Elizabeth Glista (Manager & Treasurer) appeared on Schedule A of Missionsquare InvestmentsMar 30, 2020 · Control person joined · fact
- Ernest Michael Guarasci (Manager) no longer on Schedule A of Missionsquare Investments (listed 2019-11-04, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Rogich Lynne Ford (President & Principal Manager) appeared on Schedule A of Missionsquare InvestmentsNov 4, 2019 · Control person joined · fact
- Paul Robert Schultze (President & Principal Manager) no longer on Schedule A of Missionsquare Investments (listed 2019-07-11, absent 2019-11-04)Nov 4, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- INVESTMENTS.MISSIONSQ.ORGreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 202-962-4600reportedpublic record, Form ADV, Jul 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026