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| Happy Holidays!! thanks for using AUM13F!! |
| Aetna Asset Advisors LLC
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| CRD # | 161282 |
| SEC # | 801-73710 |
| CIK # | |
| AUM | $733.6 M (2025-03-06) |
| Employees | 27 (89% Investors, 0% Brokers) |
| Phone | 860-273-4631 |
| Address | 151 Farmington Avenue Hartford, CT 06156 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | UBS US Trumbull Property Income Fund LP | [2012-02-14] | 4,653.7 | 1,500.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.6 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 0.7 |
| By Discretionary | ||
| Discretionary | 3 | 0.7 |
| Non-Discretionary | 1 | 0.0 |
| Total | 4 | 0.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.7 | |
| Total | 4 | 0.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Timothy Walsh | 68 | ||
| Matthew Johnson | 50 | ||
| James Lynch | 25 | ||
| William Hughes Jr | 10 | ||
| Matthew Lynch | 19 | ||
| William Harrison | 16 | ||
| Susan Carter | 16 | ||
| Steven Kapiloff | 16 | ||
| John Connelly | 15 | ||
| Thomas Oshea | 15 | ||
| Christopher Clayton | 13 | ||
| Amy White | 13 | ||
| James McCandless | 9 | ||
| Paul Canning | 9 | ||
| Jeffrey Maguire | 8 | ||
| Carol Kuta | 8 | ||
| Ronald Urdanick | 7 | ||
| Thomas Anathan | 7 | ||
| Gary Gowdy | 7 | ||
| Kevin Crean | 7 | ||
| Rodney Chu | 6 | ||
| Tiffany Gherlone | 6 | ||
| Thomas Enger | 4 | ||
| Kurt Edward | 4 | ||
| Mario Maturo | 4 | ||
| James Fishman | 4 | ||
| Yvonne Nelson | 5 | ||
| R Webb | 4 | ||
| Victor Woolridge | 3 | ||
| Ruth Ryerson | 1 | ||
| Richard Lara | 1 |
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|---|---|---|
|
Lumint Corporation
✚
|
MA | 0.7 |
|
Sherbrooke Park Advisers LLC
✚
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NY | 0.7 |
|
BCPC Advisors LP
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MA | 0.7 |
|
Agile Investment Management LLC
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|
0.7 | |
|
EFG Asset Management North America Corp
✚
|
OR | 0.7 |
|
FCA Partners LLC
✚
|
NC | 0.7 |
|
Flowstone Partners LLC
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|
0.7 | |
|
Root Capital - Gesto de Recursos LTDA
✚
|
0.7 | |
|
Tortoise Index Solutions LLC
✚
|
KS | 0.7 |
|
First Light Retirement LLC
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|
CA | 0.7 |