SUNAMERICA ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 1983
Total AUM
$42.2B
Discretionary
$42.2B
100% of AUM
Avg account
$578M
Accounts
73
Employees
57
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
107338
Registered since
September 16, 1983
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Sunamerica Asset Management, LLC is an institutional-focused asset manager organized as a limited liability company and registered with the SEC since 1983. The firm functions as a capital allocator and provides portfolio management for investment companies in addition to selecting and overseeing other advisers. Its regulatory activity includes serving as a commodity pool operator or commodity trading advisor, and it charges clients on a percentage-of-assets-under-management basis. The firm’s clientele is institutional rather than retail. It is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not act as a pension consultant or related adviser. Corporate affiliations listed for the firm include relationships with a broker-dealer, other investment advisers, a CPO/CTA, and an insurance company.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Kristina Magolis

    General Counsel and SecretaryCRD 6730263

  • MICHAL Lopatin

    DirectorCRD 4234096

  • John Halpin

    Vice PresidentCRD 8010383

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth