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MISSIONSQUARE INVESTMENTS

WASHINGTON, DC · CRD 109138 · IAPD ↗ · vantagepointfunds.org · 202-962-4600

$52.93BRegulatory AUM
47Advisory reps
64Employees
0Clients
n/aPlanning clients
0Private funds
2States
2Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — MISSIONSQUARE INVESTMENTS shrank from 80 to 47 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2026 — MISSIONSQUARE INVESTMENTS added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — MISSIONSQUARE INVESTMENTS added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — MISSIONSQUARE INVESTMENTS added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2024 — MISSIONSQUARE INVESTMENTS grew from 69 to 82 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.