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MISSIONSQUARE RETIREMENT
Legal name: INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION
CRD 108783File 801-18273
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.31B
Top 25% of cohort (national)
Discretionary AUM
$5.74B
Non-discretionary $567.7M
Clients
40,527
53,695 accounts
Employees
553
Top 25% of cohort in DC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 19, 1983
- Principal office
- 777 NORTH CAPITOL STREET NE, SUITE 600, WASHINGTON, DC, 20002-4240
- Phone
- 202-962-4600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.31B
- Discretionary AUM
- $5.74B
- Non-discretionary AUM
- $567.7M
- Discretionary accounts
- 53,694
- Non-discretionary accounts
- 1
- Total accounts
- 53,695
- AUM per client
- $156K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $567.7M |
| High net worth individuals | 390 | $560.5M |
| Individuals (other than high net worth individuals) | 40,136 | $5.18B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.