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| Symetra Investment Management Company
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|---|---|
| CRD # | 312176 |
| SEC # | 801-120578 |
| CIK # | 0001403385, 0001811513 |
| AUM | 88.78 B (2026-04-23) |
| Employees | 101 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 860-370-7812 |
| Address | 308 Farmington Avenue Farmington, CT 06032 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| SA | Symetra CLO 2025-1 Ltd | 2026-04-23 | 411.4 M |
| AUM Breakdown | Accounts | AUM ($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] | |
| 3 | [0001811513] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $44.3B |
| Serves | Institutional |
| LEI | 549300GPUSUTJ741PG93 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Symetra Financial CORP SYA
Common Stock
|
2016-02-01 | Disposed to issuer | 7,000 | $32.00 | 224,000 |
|
Symetra Financial CORP SYA
Common Stock
|
2016-02-01 | Disposed to issuer | 7,000 | $32.00 | 224,000 |
|
Symetra Financial CORP SYA
Common Stock
|
2016-02-01 | Disposed to issuer | 1,000 | $32.00 | 32,000 |
|
Symetra Financial CORP SYA
Stock Option (Right to Buy) · derivative
|
2016-02-01 | Disposed to issuer | 500,000 | ||
|
Symetra Financial CORP SYA
Stock Option (Right to Buy) · derivative
|
2016-02-01 | Disposed to issuer | 1,250,000 | ||
|
Symetra Financial CORP SYA
Stock Option (Right to Buy) · derivative
|
2016-02-01 | Disposed to issuer | 300,000 | ||
|
Symetra Financial CORP SYA
Stock Option (Right to Buy) · derivative
|
2016-02-01 | Disposed to issuer | 300,000 | ||
|
Symetra Financial CORP SYA
Common Stock
|
2016-02-01 | Disposed to issuer | 500 | $32.00 | 16,000 |
|
Symetra Financial CORP SYA
Common Stock (Restricted)
|
2016-02-01 | Disposed to issuer | 20,950 | $32.00 | 670,400 |
|
Symetra Financial CORP SYA
Common Stock
|
2016-02-01 | Disposed to issuer | 14,328 | $32.00 | 458,496 |
|
Symetra Financial CORP SYA
Common Stock
|
2016-02-01 | Disposed to issuer | 500 | $32.00 | 16,000 |
|
Symetra Financial CORP SYA
Common Stock
|
2016-02-01 | Disposed to issuer | 8,704 | $32.00 | 278,528 |
|
Symetra Financial CORP SYA
Common Stock (Restricted)
|
2016-02-01 | Disposed to issuer | 5,899 | $32.00 | 188,768 |
|
Symetra Financial CORP SYA
Common Stock (Restricted)
|
2016-02-01 | Disposed to issuer | 43,031 | $32.00 | 1,376,992 |
|
Symetra Financial CORP SYA
Common Stock
|
2016-02-01 | Disposed to issuer | 98,916 | $32.00 | 3,165,312 |
|
Symetra Financial CORP SYA
Common Stock (Restricted)
|
2016-02-01 | Disposed to issuer | 118,075 | $32.00 | 3,778,400 |
|
Symetra Financial CORP SYA
Common Stock
|
2016-02-01 | Disposed to issuer | 339,447 | $32.00 | 10,862,304 |
|
Symetra Financial CORP SYA
Common Stock
|
2016-02-01 | Disposed to issuer | 15,793 | $32.00 | 505,376 |
|
Symetra Financial CORP SYA
Common Stock (Restricted)
|
2016-02-01 | Disposed to issuer | 5,311 | $32.00 | 169,952 |
|
Symetra Financial CORP SYA
Common Stock (Restricted)
|
2016-02-01 | Disposed to issuer | 20,655 | $32.00 | 660,960 |
| showing 20 of 152 most recent transactions | |||||
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