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| Brighthouse Investment Advisers LLC
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| CRD # | 107312 |
| SEC # | 801-47459 |
| CIK # | 0001071039 |
| AUM | 132.63 B (2026-03-27) |
| Employees | 29 (34% Investors, 14% Brokers) |
| Fees | |
| Minimum | |
| Phone | 980-949-4641 |
| Address | 11225 North Community House Rd Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure] |
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Item 5 Fees and Compensation BIA does not charge fees for the asset allocation service it provides with respect to the Marquis Portfolios. Participating contract holders will bear costs, both direct and indirect, associated with their investments in the variable annuity contracts and underlying investment portfolios, including their portion of fees and expenses incurred by the variable annuity contracts and investment portfolios, such as management fees paid to BIA in its capacity as investment adviser to Brighthouse Funds available in the Marquis Portfolios and 12b-1 fees paid to our affiliated broker dealer and affiliated insurance companies by registered funds available in the Marquis Portfolios. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure] |
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Item 7 Types of Clients BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, our clients are holders of Marquis Portfolios variable annuity contracts. As noted above, BIA also serves as investment adviser to the Brighthouse Funds. |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,633 | 1.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 72 | 131.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 5,705 | 132.6 |
| By Discretionary | ||
| Discretionary | 72 | 131.2 |
| Non-Discretionary | 5,633 | 1.4 |
| Total | 5,705 | 132.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.6 | |
| Total | 5,705 | 132.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001071039] | |
| SC 13G | [0001071039] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| MetLife Advisers LLC | K Swiss Inc | [2012-02-24] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $150.4B |
| Serves | Institutional |
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