MEMBERS CAPITAL ADVISORS, INC.
Legal name: TRUSTAGE INVESTMENT MANAGEMENT
CRD #105960 SEC #801-18140 MADISON, WI 6082385851
SEC Registered Private Funds
Total AUM
$37.3B
Discretionary
$34.4B
Employees
63
Clients
0
Accounts
363
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $37.3B | $34.4B | $2.8B | 63 | 110 |
| Mar 2024 | $35.5B | $32.7B | $2.7B | 64 | 116 |
| Jan 2024 | $32B | $29.4B | $2.6B | 62 | 127 |
| Jun 2023 | $32B | $29.4B | $2.6B | 62 | 127 |
| Apr 2023 | $32B | $29.4B | $2.6B | 62 | 127 |
| Mar 2023 | $32B | $29.4B | $2.6B | 62 | 127 |
| Mar 2022 | $36.7B | $33.7B | $3B | 57 | 128 |
| Oct 2021 | $27.7B | $24.9B | $2.8B | 45 | 130 |
| Mar 2021 | $27.7B | $24.9B | $2.8B | 45 | 130 |
| Jul 2020 | $23.9B | $21.7B | $2.2B | 47 | 134 |
| Mar 2020 | $23.9B | $21.7B | $2.2B | 47 | 134 |
| Mar 2019 | $19.5B | $17.8B | $1.7B | 45 | 124 |
| Jan 2019 | $18.9B | $17.3B | $1.6B | 48 | 114 |
| Sep 2018 | $18.9B | $17.3B | $1.6B | 48 | 114 |
| Mar 2018 | $18.9B | $17.3B | $1.6B | 48 | 114 |
| Sep 2017 | $16.6B | $15.4B | $1.3B | 55 | 200 |
| Mar 2017 | $16.6B | $15.4B | $1.3B | 55 | 200 |
| Aug 2016 | $15.9B | $13.8B | $2.1B | 45 | 200 |
| Mar 2016 | $15.9B | $13.8B | $2.1B | 45 | 200 |
| Jan 2016 | $14.9B | $12.9B | $2B | 47 | 100 |
| Mar 2015 | $14.9B | $12.9B | $2B | 47 | 100 |
| Dec 2014 | $1.1B | $317.8M | $813.4M | 41 | 100 |
| Nov 2014 | $1.1T | $317.8B | $813.4B | 41 | 100 |
| Mar 2014 | $12.7B | $11.5B | $1.1B | 37 | 11 |
| Mar 2013 | $12.7B | $11.6B | $1.1B | 35 | 11 |
| Dec 2012 | $11.4B | $10.5B | $894.7M | 35 | 11 |
| Apr 2012 | $11.4B | $10.5B | $894.7M | 11 | 11 |
| Mar 2012 | $11.4B | $10.5B | $894.7M | 11 | 11 |
| Aug 2011 | $10.3B | $9.6B | $706.4M | -- | -- |
| Jun 2011 | $10.3B | $9.6B | $706.4M | -- | -- |
| Apr 2010 | $9.3B | $8.8B | $514.9M | -- | -- |
| Mar 2009 | $12.8B | $12.3B | $438M | 51 | -- |
| Mar 2008 | $15.1B | $14.8B | $316.7M | 51 | -- |
| Oct 2007 | $15.2B | $14.8B | $318.4M | -- | -- |
| Mar 2007 | $14.5B | $14.4B | $142.9M | -- | -- |
| Nov 2005 | $13.3B | $13.2B | $116.9M | -- | -- |
| May 2005 | $12.9B | $12.8B | $124.4M | -- | -- |
| Aug 2004 | $11.7B | $11.7B | $0 | -- | -- |
| Mar 2004 | $11.7B | $11.7B | $0 | -- | -- |
| Mar 2002 | $9.2B | $9.2B | $0 | -- | -- |
| May 2001 | $862.3M | $862.3M | $0 | -- | -- |
DateMar 2025
Total AUM$37.3B
Discretionary$34.4B
Non-Disc.$2.8B
Employees63
Clients110
DateMar 2024
Total AUM$35.5B
Discretionary$32.7B
Non-Disc.$2.7B
Employees64
Clients116
DateJan 2024
Total AUM$32B
Discretionary$29.4B
Non-Disc.$2.6B
Employees62
Clients127
DateJun 2023
Total AUM$32B
Discretionary$29.4B
Non-Disc.$2.6B
Employees62
Clients127
DateApr 2023
Total AUM$32B
Discretionary$29.4B
Non-Disc.$2.6B
Employees62
Clients127
DateMar 2023
Total AUM$32B
Discretionary$29.4B
Non-Disc.$2.6B
Employees62
Clients127
DateMar 2022
Total AUM$36.7B
Discretionary$33.7B
Non-Disc.$3B
Employees57
Clients128
DateOct 2021
Total AUM$27.7B
Discretionary$24.9B
Non-Disc.$2.8B
Employees45
Clients130
DateMar 2021
Total AUM$27.7B
Discretionary$24.9B
Non-Disc.$2.8B
Employees45
Clients130
DateJul 2020
Total AUM$23.9B
Discretionary$21.7B
Non-Disc.$2.2B
Employees47
Clients134
DateMar 2020
Total AUM$23.9B
Discretionary$21.7B
Non-Disc.$2.2B
Employees47
Clients134
DateMar 2019
Total AUM$19.5B
Discretionary$17.8B
Non-Disc.$1.7B
Employees45
Clients124
DateJan 2019
Total AUM$18.9B
Discretionary$17.3B
Non-Disc.$1.6B
Employees48
Clients114
DateSep 2018
Total AUM$18.9B
Discretionary$17.3B
Non-Disc.$1.6B
Employees48
Clients114
DateMar 2018
Total AUM$18.9B
Discretionary$17.3B
Non-Disc.$1.6B
Employees48
Clients114
DateSep 2017
Total AUM$16.6B
Discretionary$15.4B
Non-Disc.$1.3B
Employees55
Clients200
DateMar 2017
Total AUM$16.6B
Discretionary$15.4B
Non-Disc.$1.3B
Employees55
Clients200
DateAug 2016
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees45
Clients200
DateMar 2016
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees45
Clients200
DateJan 2016
Total AUM$14.9B
Discretionary$12.9B
Non-Disc.$2B
Employees47
Clients100
DateMar 2015
Total AUM$14.9B
Discretionary$12.9B
Non-Disc.$2B
Employees47
Clients100
DateDec 2014
Total AUM$1.1B
Discretionary$317.8M
Non-Disc.$813.4M
Employees41
Clients100
DateNov 2014
Total AUM$1.1T
Discretionary$317.8B
Non-Disc.$813.4B
Employees41
Clients100
DateMar 2014
Total AUM$12.7B
Discretionary$11.5B
Non-Disc.$1.1B
Employees37
Clients11
DateMar 2013
Total AUM$12.7B
Discretionary$11.6B
Non-Disc.$1.1B
Employees35
Clients11
DateDec 2012
Total AUM$11.4B
Discretionary$10.5B
Non-Disc.$894.7M
Employees35
Clients11
DateApr 2012
Total AUM$11.4B
Discretionary$10.5B
Non-Disc.$894.7M
Employees11
Clients11
DateMar 2012
Total AUM$11.4B
Discretionary$10.5B
Non-Disc.$894.7M
Employees11
Clients11
DateAug 2011
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$706.4M
Employees--
Clients--
DateJun 2011
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$706.4M
Employees--
Clients--
DateApr 2010
Total AUM$9.3B
Discretionary$8.8B
Non-Disc.$514.9M
Employees--
Clients--
DateMar 2009
Total AUM$12.8B
Discretionary$12.3B
Non-Disc.$438M
Employees51
Clients--
DateMar 2008
Total AUM$15.1B
Discretionary$14.8B
Non-Disc.$316.7M
Employees51
Clients--
DateOct 2007
Total AUM$15.2B
Discretionary$14.8B
Non-Disc.$318.4M
Employees--
Clients--
DateMar 2007
Total AUM$14.5B
Discretionary$14.4B
Non-Disc.$142.9M
Employees--
Clients--
DateNov 2005
Total AUM$13.3B
Discretionary$13.2B
Non-Disc.$116.9M
Employees--
Clients--
DateMay 2005
Total AUM$12.9B
Discretionary$12.8B
Non-Disc.$124.4M
Employees--
Clients--
DateAug 2004
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees--
Clients--
DateMay 2001
Total AUM$862.3M
Discretionary$862.3M
Non-Disc.$0
Employees--
Clients--