|
⚲
|
| Symetra Investment Management Company
✚
|
|
|---|---|
| CRD # | 312176 |
| SEC # | 801-120578 |
| CIK # | 0001403385, 0001811513 |
| AUM | $88.8 B (2026-04-23) |
| Employees | 101 (60% Investors, 0% Brokers) |
| Phone | 860-370-7812 |
| Address | 308 Farmington Avenue Farmington, CT 06032 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| SA | Symetra CLO 2025-1 Ltd | 2026-04-23 | 411.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 24.8 |
| (k) Insurance companies | 5 | 61.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 88.8 |
| By Discretionary | ||
| Discretionary | 69 | 64.0 |
| Non-Discretionary | 7 | 24.8 |
| Total | 76 | 88.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 28.5 | |
| United States Persons | 60.3 | |
| Total | 76 | 88.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001403385] | |
| 10-Q | [0001403385] | |
| 13F-NT | [0001403385] | |
| 3 | [0001403385] | |
| 4 | [0001403385] | |
| 8-K | [0001403385] | |
| SC 13D | [0001403385] | |
| SC 13G | [0001403385] | |
| 13F-HR | [0001811513] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AST Investment Services Inc
✚
|
CT | 91.5 |
|
WisdomTree Asset Management Inc
✚
|
NY | 88.4 |
|
Proshare Advisors LLC
✚
|
MD | 85.3 |
|
Nationwide Fund Advisors
✚
|
OH | 83.1 |
|
Global X Management Company LLC
✚
|
NY | 83.0 |
|
Nippon Life Global Investors Americas Inc
✚
|
NY | 83.0 |
|
Schroder Investment Management North America Ltd
✚
|
82.5 | |
|
Russell Investments Implementation Services LLC
✚
|
WA | 81.1 |
|
Galliard Capital Management LLC
✚
|
MN | 80.3 |
|
Empower Capital Management LLC
✚
|
CO | 78.0 |