Mutual Of America Capital Management Llc
- Regulatory AUM
- $20.1B
- Discretionary
- $20.1B
- Clients
- 2
- Avg AUM / client
- $10.1B
- Accounts
- 50
- Employees
- 37
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $15.4B | 76.4% |
| State or municipal government entities | Fewer than 5 clients | $66.3M | 0.33% |
| Insurance companies | Fewer than 5 clients | $4.7B | 23.3% |
| Other | Fewer than 5 clients | $5.0M | 0.03% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lincoln Non Union 403 B Plan Lincoln | 2024 |
People (14)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Davis, Nathaniel, Alonzo | Board Manager | Feb 1996 (31y) | Less than 5% | |
| Quinn, James, Edward | Board Manager | Sep 1998 (28y) | Less than 5% | |
| Bischoff, Theresa, Ann | Board Manager | Nov 2000 (26y) | Less than 5% | |
| Quick, Christopher, Clarkson | Board Manager | Oct 2005 (21y) | Less than 5% | |
| Stack, John, James | Board Manager | Jun 2008 (18y) | Less than 5% | |
| Culhane, Noreen, Marie | Board Manager | May 2009 (17y) | Less than 5% | |
| Haire, John, Edward | Board Manager | Jul 2014 (12y) | Less than 5% | |
| Rozich, Michelle, Anne | Executive Vice President, Enterprise Risk Management & Internal Auditor | Mar 2018 (8y) | Less than 5% | |
| Alexander, Mark, Clifford | Board Manager | Jun 2020 (6y) | Less than 5% | |
| Rich, Stephen, Johnson | Chairman | Mar 2021 (5y) | Less than 5% | |
| D'angelo, Jason, Anthony | Executive Vice President And General Counsel | Jun 2022 (4y) | Less than 5% | |
| Medlin, Kyle, Lawrence | Senior Vice President & Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Gutierrez, Aferdita | Executive Vice President, Chief Financial Officer And Treasurer | Jun 2024 (2y) | Less than 5% | |
| Gaffoglio, Joseph, Robert | President And Chief Executive Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mutual Of America Holding Company Llc | Member | Oct 2000 | A | 75% or more |
| Mutual Of America Life Insurance Company | Member | Oct 2000 | B | ≈ 56.25% – 100% via Mutual Of America Holding Company Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mutual Of America Life Insurance Company: 75% – 100% of Mutual Of America Holding Company Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lincoln Non Union 403 B Plan | Lincoln | 194 | $5.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $8.6B (50% of AUM) May 2018
- Brown Brothers Harriman & Co. $4.9B (26% of AUM) Dec 2025
- BNY Mellon $4.6B (23% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗