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| Happy Holidays!! thanks for using AUM13F!! |
| Symetra Investment Management Company
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|---|---|
| CRD # | 312176 |
| SEC # | 801-120578 |
| CIK # | 0001811513, 0001403385 |
| AUM | $78.7 B (2025-07-08) |
| Employees | 87 (59% Investors, 0% Brokers) |
| Phone | 860-370-7812 |
| Address | 308 Farmington Avenue Farmington, CT 06032 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| 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 | 1 | 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 | 1 | 24.0 |
| (k) Insurance companies | 5 | 51.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 543 | 78.7 |
| By Discretionary | ||
| Discretionary | 530 | 66.9 |
| Non-Discretionary | 13 | 11.8 |
| Total | 543 | 78.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 27.0 | |
| United States Persons | 51.7 | |
| Total | 543 | 78.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001403385] | |
| 10-Q | [0001403385] | |
| 13F-NT | [0001403385] | |
| 3 | [0001403385] | |
| 4 | [0001403385] | |
| 8-K | [0001403385] | |
| SC 13D | [0001403385] | |
| SC 13G | [0001403385] | |
| 13F-HR | [0001811513] |
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|---|---|---|
|
Blackstone Credit BDC Advisors LLC
✚
|
NY | 84.8 |
|
van Eck Associates Corporation
✚
|
NY | 83.5 |
|
WisdomTree Asset Management Inc
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NY | 81.7 |
|
Galliard Capital Management LLC
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|
MN | 80.4 |
|
Flexpath Strategies LLC
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|
CA | 79.9 |
|
Russell Investments Implementation Services LLC
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WA | 79.7 |
|
Nationwide Fund Advisors
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|
OH | 77.8 |
|
Capital Bank and Trust Company
✚
|
CA | 75.9 |
|
Proshare Advisors LLC
✚
|
MD | 74.0 |
|
Schroder Investment Management North America Ltd
✚
|
70.9 |