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MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
CRD 106523File 801-43897
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.13B
Top 10% of cohort (national)
Discretionary AUM
$20.13B
Clients
2
50 accounts
Employees
37
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 12, 1993
- Principal office
- 320 PARK AVENUE, NEW YORK, NY, 10022-6839
- Phone
- 212-224-1492
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.13B
- Discretionary AUM
- $20.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 50
- Non-discretionary accounts
- 0
- Total accounts
- 50
- AUM per client
- $10.06B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $4.68B |
| Investment companies | 2 | $15.37B |
| State or municipal government entities | Fewer than 5 | $66.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 31 | 37 | increased by6 |
| Apr 1, 2026 | AUM | $19,170,821,878 | $20,125,554,890 | increased by$954,733,012 |
| Apr 1, 2026 | Accounts | 53 | 50 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 31 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7 | 2 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $21,373,332,189 | $19,170,821,878 | decreased by$2,202,510,311 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 86 | 53 | decreased by33 |
| Apr 1, 2022 | Employees | 32 | 33 | increased by1 |
| Apr 1, 2022 | AUM | $19,718,021,852 | $21,373,332,189 | increased by$1,655,310,337 |
| Apr 1, 2022 | Accounts | 71 | 86 | increased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MUTUAL AMERICA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MUTUAL AMERICA” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.