Metlife Investment Management, LLC

RIASEC Registered
Total AUM
$564B
Discretionary
$561B
99% of AUM
Avg account
$700M
Accounts
805
Employees
956
Advisory reps
5

Firm details

Headquarters
Whippany, New Jersey
CRD number
142463
Registered since
November 29, 2006
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Insurance Companies80.7%
  • Pension & Profit Sharing Plans5.44%
  • Investment Companies5.33%
  • Pooled Investment Vehicles4.5%
  • Corporations / Businesses1.91%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

MetLife Investment Management, LLC is a limited liability company that operates as a multi-strategy investment manager with activity across hedge fund and private equity strategies. The firm is registered with the SEC (registered in 2006) and primarily serves institutional clients. Its reported business activities include acting as a CPO/CTA and providing portfolio management for individuals/small businesses, investment companies, pooled vehicles, and institutions, along with selection of other advisers. Fee arrangements include percentage-of-AUM and performance-based structures, among other fee types. The firm identifies as an active ESG investor and does not present itself as a third‑party capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 43%, Investment Grade Corp Bonds 35%, US Government Bonds 12%, Sovereign Bonds 4%, Cash & Cash Equivalents 3%, Exchange Traded Equities 2%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%43%
  • Other43%
  • Investment Grade Corp Bonds35%
  • US Government Bonds12%
  • Sovereign Bonds4%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 29

Active vs passive

$675M in ETFs

Passive

100%

$673M

Active

<1%

$2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM BOND INDEX FUND (BSV)VanguardPassiveShort Term Bond$192M2,459,50028.39%

Location

Primary office

Whippany, NJ

Morris

Location

Whippany, NJ

Headquartered in Whippany, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
1 Metlife Way
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth