Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

SYMETRA INVESTMENT MANAGEMENT COMPANY

dba SYMETRA INVESTMENT MANAGEMENT COMPANY · CRD 312176 · Registered Investment Adviser

Custody via related personManages private funds

SYMETRA INVESTMENT MANAGEMENT COMPANY is a Registered Investment Adviser headquartered in FARMINGTON, CT. The firm reports $88,782,069,969 in regulatory assets under management across 76 accounts, and manages 1 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$63,975,409,931
Non-discretionary$24,806,660,038
Total RAUM$88,782,069,969
Accounts76

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 312176. adviserinfo.sec.gov/firm/summary/312176.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.