COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
Latest filing: May 21, 2025 (49 days ago)
AUM
$112,267,928,364
-20% change vs. 1 year ago
-64% change vs. 3 years ago
-66% change vs. 5 years ago
-70% change vs. 10 years ago
Employee Count
462
-10% change vs. 1 year ago
-45% change vs. 3 years ago
-54% change vs. 5 years ago
-57% change vs. 10 years ago
Main Office
JERSEY CITY, NJ
30 HUDSON STREET, JERSEY CITY, NJ, UNITED STATES, 7302
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $112.3 |
| Non-Discretionary | $0.0 |
| Total | $112.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $7.1 |
| Institutional | $105.2 |
| Total | $112.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| BNY MELLON CAPITAL MARKETS, LLC | NEW YORK-NY-USA | $224.5 |
| J.P. MORGAN SECURITIES LLC | NEW YORK-NY-USA | $37.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $105.2 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $105.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 15% | $15.8 |
| HY Credit | 1% | $1.1 |
| Derivatives | 27% | $28.4 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 4% | $4.2 |
| Cash | 0% | $0.0 |
| Other | 53% | $55.7 |
| Total | 100% | $105.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SUNAMERICA ASSET MANAGEMENT, LLC | $57.4 | 107338 | |
| COREBRIDGE EUROPEAN REAL ESTATE PARTNERS II, L.L.C | $0.0 | - | |
| COREBRIDGE REAL ESTATE OPPORTUNITY X - SOUTH KOREA, L.L.C | $0.0 | - | |
| COREBRIDGE INSTITUTIONAL INVESTMENTS (EUROPE), LTD. | $0.0 | - | |
| COREBRIDGE REAL ESTATE INVESTORS INC. | $0.0 | - | |
| COREBRIDGE INVESTMENTS FUND HOLDINGS, LLC | $0.0 | - | |
| COREBRIDGE U.S. REAL ESTATE FUND I GP, LLC | $0.0 | - | |
| COREBRIDGE U.S. REAL ESTATE FUND II GP, LLC | $0.0 | - | |
| COREBRIDGE EUROPE REAL ESTATE FUND I GP S.A.R.L | $0.0 | - | |
| COREBRIDGE U.S. REAL ESTATE FUND III GP, LP | $0.0 | - | |
| COREBRIDGE U.S. REAL ESTATE FUND IV GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $112.3 | $0.0 | 0% | 462 | 0 | 0% |
| 2025-04-21 | $112.3 | $0.0 | 0% | 462 | 0 | 0% |
| 2024-04-02 | $139.8 | -$27.6 | -20% | 511 | -49 | -10% |
| 2023-04-04 | $126.3 | -$14.0 | -11% | 620 | -158 | -25% |
| 2022-04-01 | $308.5 | -$196.2 | -64% | 837 | -375 | -45% |
| 2021-04-05 | $338.0 | -$225.7 | -67% | 1,003 | -541 | -54% |
| 2020-04-01 | $332.2 | -$219.9 | -66% | 1,008 | -546 | -54% |
| 2019-04-01 | $317.3 | -$205.0 | -65% | 949 | -487 | -51% |
| 2018-04-02 | $323.2 | -$210.9 | -65% | 1,064 | -602 | -57% |
| 2017-04-01 | $317.9 | -$205.7 | -65% | 1,019 | -557 | -55% |
| 2016-04-01 | $411.8 | -$299.5 | -73% | 1,462 | -1,000 | -68% |
| 2015-04-01 | $373.6 | -$261.3 | -70% | 1,067 | -605 | -57% |
| 2014-04-01 | $332.0 | -$219.7 | -66% | 853 | -391 | -46% |
| 2013-04-01 | $312.9 | -$200.7 | -64% | 722 | -260 | -36% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, CA-03/31/2025, CT-03/31/2015, GA-06/03/2015, NC-03/31/2015, NJ-05/31/2024, NY-05/13/2009, TX-05/13/2009 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV