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 institutional registered investment adviser organized as an LLC and SEC-registered since 1994. The firm operates as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory activity includes managing portfolios for investment companies and selecting other advisers, and it also registers business activity as a CPO/CTA. The firm is affiliated with broker-dealer and insurance company operations and charges fees that include a percentage-of-AUM component alongside other fee arrangements. The adviser does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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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