{"url":"https://nivawealth.com/firms/mason-street-advisors-114085","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/114085","regulatoryAum":39079170300,"crd":"114085","secFileNumber":"801-60721","legalName":"Mason Street Advisors, LLC","displayName":"Mason Street Advisors","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"720 East Wisconsin Avenue","city":"Milwaukee","state":"WI","stateName":"Wisconsin","country":"United States","postalCode":"53202-4797"},"tradeNames":[],"registration":{"secApproved":"17 December 2001","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":13,"advisory":13,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":39079170300,"discretionaryAccounts":34,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":2,"regulatoryAum":39079170300}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Mason Street Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Paul Mikelson","title":"President & Director","crd":"4372886"},{"name":"Matthew Gabrys","title":"Chief Compliance Officer","crd":"8179819"},{"name":"Andrew Heistad","title":"Treasurer","crd":"4354243"},{"name":"Lynn Leritz","title":"Director","crd":"4441186"},{"name":"Brent Schutte","title":"Chief Investment Officer & Director","crd":"2631864"},{"name":"Bonnie Tomczak","title":"Chair & Director of the Board","crd":"2966038"}],"ownership":[{"label":"The Northwestern Mutual Life Insurance Company","detail":"Parent company in the 75% or more ownership band and a control person, since May 2001."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Wisconsin","offices":1,"addresses":[{"street":"720 East Wisconsin Avenue","city":"Milwaukee","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"414-665-5400","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for investment companies","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/114085/PDF/114085.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Mason Street Advisors have?","answer":"Mason Street Advisors has 2 clients and manages $39.1 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mason Street Advisors offer?","answer":"Mason Street Advisors provides portfolio management for investment companies and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Mason Street Advisors have?","answer":"Mason Street Advisors has 0 investment adviser representatives registered with state securities authorities, out of 13 employees, and 13 perform investment advisory functions. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}