Vantagepoint Investment Advisers, LLC (Washington)

Vantagepoint Investment Advisers, LLC is a large advisory firm based in Washington. It manages $37.91 billion of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2001.

Vantagepoint Investment Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vantagepoint Investment Advisers: assets under management

The assets under management (AUM) of Vantagepoint Investment Advisers, LLC is $37.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 344% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37.91 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $947.87 million each.

Vantagepoint Investment Advisers has custody of $69.52 billion in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vantagepoint Investment Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Vantagepoint Investment Advisers serves?

The only and largest group of clients of Vantagepoint Investment Advisers is pooled investment vehicles with 1 clients and $37.91 billion of assets under management. Among the 7 most similar advisory firms, Vantagepoint Investment Advisers has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $37.91 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Vantagepoint Investment Advisers doesn't advise any private funds.

Careers at Vantagepoint Investment Advisers, LLC

The company employs 50 people that are either part- or full-time employees. 74 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Julie Hesler Dellinger	Managing vice president, manager	1 Jan 1999	Other	3161845
Icma Retirement Corporation	Member	1 Jan 1999	75% - 100%	23-7268394
Girard Cecil Miller	Manager and president	1 Jan 1999	Other	1773236
Julie H Dellinger	Manager	1 Jan 1999	Other	3161845
John Sherwin Tobey	Manager	1 Jan 1999	Other	447415
Paul A Breault	Treasurer	1 Jan 1999	Other	3121371
Paul Francis Gallagher	Secretary	1 Jan 1999	Other	1411829
Paul Armand Breault	Treasurer	1 Jan 1999	Other	3121371
Daniel Marc Kohler	Manager	1 Jun 2003	Other	4089698
Joan Warwick Mccallen	Manager and acting president	1 Jun 2003	Other	1498231
John Phillip Bennett	Acting treasurer	1 Jul 2003	Other	4300458
Joan Warwick Mccallen	Manager and president	1 Nov 2003	Other	1498231
Wayne Anthony Wicker	Svp,chief investment officer, manager	1 Sep 2004	Other	2031374
Bruce James Rohrbacher	Sr. vice president & chief compliance officer	1 Sep 2004	Other	1433467
Gerard Peter Maus	Treasurer	1 Dec 2004	Other	2161442
Angela Cuttina Montez	Acting general counsel	1 Nov 2006	Other	4671248
Angela Cuttina Montez	Managing vice president, corporate counsel	1 Jan 2007	Other	4671248
Kathryn B Mcgrath	Senior vice president, general counsel	1 Oct 2007	Other	5448888
Elizabeth Stephenson Glista	Treasurer	1 May 2009	Other	4512497
Karen Dunn Mcbarnette	Acting chief compliance officer	1 Sep 2014	Other	2747417
Karen Dunn Mcbarnette	Chief compliance officer	1 Nov 2014	Other	2747417
Robert Paul Schultze	President & principal manager	1 Feb 2015	Other	6456990
Angela Cuttina Montez	Secretary	1 Mar 2015	Other	4671248
Michael Ernest Guarasci	Treasurer	1 Sep 2015	Other	3266924
Matthew H Brenner	Manager	1 May 2017	Other	4990256
David Thomas Tanguay	Manager	1 Nov 2018	Other	3196734
Ross William Graham	Manager	1 Nov 2018	Other	2895662
Joseph Lawrence Teague	Manager	1 Apr 2019	Other	1174915

Based in Washington

The principal office where Vantagepoint Investment Advisers, LLC performs its advisory services is located at 777 North Capitol Street Ne, Suite 600, Washington, DC 20002 4240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-962-4600 or by fax 202-962-4601. The normal business hours are 8:30 am to 5:00 pm eastern time on Monday - Friday.