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MASON STREET ADVISORS, LLC
CRD 114085File 801-60721
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$39.08B
Top 10% of cohort (national)
Discretionary AUM
$39.08B
Clients
2
34 accounts
Employees
13
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 17, 2001
- Principal office
- 720 EAST WISCONSIN AVENUE, MILWAUKEE, WI, 53202-4797
- Phone
- 414-665-5400
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $39.08B
- Discretionary AUM
- $39.08B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 34
- Non-discretionary accounts
- 0
- Total accounts
- 34
- AUM per client
- $19.54B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $39.08B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SEE SCHEDULE D-MISCELLANEOUS
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $35,039,451,532 | $39,079,170,300 | increased by$4,039,718,768 |
| Apr 1, 2026 | Accounts | 31 | 34 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 13 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 2 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $31,583,485,945 | $35,039,451,532 | increased by$3,455,965,587 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 27 | 31 | increased by4 |
| Apr 1, 2022 | Employees | 6 | 11 | increased by5 |
| Apr 1, 2022 | AUM | $28,813,000,000 | $31,583,485,945 | increased by$2,770,485,945 |
| Oct 1, 2021 | Clients | 2 | 1 | decreased by1 |
| 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 “MASON STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MASON STREET” 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.