BRIGHTHOUSE INVESTMENT ADVISERS, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 107312
- Registered since
- September 21, 1994
- Website
- www.brighthousefinancial.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, BRIGHTHOUSE LIFE INSURANCE COMPANY, BRIGHTHOUSE LIFE INSURANCE COMPANY OF NEW YORK
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies98.94%
- Individuals1.06%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Brighthouse Investment Advisers, LLC is an SEC‑registered investment adviser that functions as an in‑house asset manager and capital allocator for both individual/family and institutional clients, with clear ties to insurance‑company balance sheet management. The firm runs predominantly discretionary mandates and acts in advisory roles for investment company vehicles and as a selector of third‑party managers. Its business activity reporting indicates it can operate as a commodity pool operator/commodity trading advisor (CPO/CTA), which implies the ability to implement futures, managed‑futures or other derivatives‑based exposures alongside traditional fixed‑income and equity allocations. Investment preferences skew toward public funds and mutual funds at scale, but the firm also allocates to private placements as a complementary sleeve. Fee arrangements include percentage‑of‑AUM pricing alongside other fee types, consistent with the mix of institutional and high‑net‑worth clients the adviser serves. The firm does not identify as an active ESG investor and is classified as a domestic manager and capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
3 of 6THOMAS WATTERSON
Executive Vice PresidentCRD 7855903
Alan Otis
Executive Vice PresidentCRD 6841874
KATIE HELLMANN
CCOCRD 4839278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 11225 N Community House Rd
- Time zone
- ET (UTC-5)
- Office locations
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