Brighthouse Investment Advisers LLC

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Assets, Funds, Holdings

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Brighthouse Investment Advisers LLC
CRD #107312
SEC #801-47459
CIK #0001071039
AUM 132.63 B (2026-03-27)
Employees 29 (34% Investors, 14% Brokers)
Fees
Minimum
Phone980-949-4641
Address11225 North Community House Rd
Charlotte, NC 28277
Source [IAPD] [EDGAR]
Total AUM ($B)
190152114763801999200820172027
Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure]
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]
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
ServesInstitutional
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