Vantagepoint Investment Advisers, Llc
- Regulatory AUM
- $52.9B
- Discretionary
- $52.9B
- Clients
- 1
- Avg AUM / client
- $52.9B
- Accounts
- 45
- Employees
- 64
AUM over time
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $52.9B | 100.0% |
| State or municipal government entities | 0 | $20.8M | 0.04% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shi, Dai | Manager & Treasurer | Aug 2020 (6y) | Less than 5% | |
| Smith, Lynne, Carole | Manager | Dec 2020 (6y) | Less than 5% | |
| Whiting, Andrew, Raymond | Principal Manager & President | Apr 2023 (3y) | Less than 5% | |
| Montez, Angela, Cuttina | Secretary | May 2023 (3y) | Less than 5% | |
| Richards, Cliff, Lawrence | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Chong Wulff, Karen, Peng Khiam | Manager & Acting Chief Investment Officer | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| International City Management Association Retirement Corporation | Member | Jan 1999 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.14 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 pooled investment vehicles
Custody
Reported custodians
- J.P. Morgan $20.8M (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗