AETNA ASSET ADVISORS, LLC

Overview

Aetna Asset Advisors, LLC is an SEC-registered investment adviser formed as an LLC and operating primarily for institutional clients. The firm’s advisory focus is portfolio management for pooled investment vehicles and for businesses or other institutional entities. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The adviser is not an active ESG investor and is not structured as a multi-state adviser or a capital allocator; its filings also show industry affiliations with other investment advisers, CPO/CTAs and insurance company relationships. The firm maintains a high level of discretionary authority over client assets, reflecting an emphasis on delegated portfolio implementation for the institutional mandates it serves. With only a small number of clients, the firm appears to run concentrated, large-dollar mandates rather than a high-volume retail practice.

Assets & Accounts

Investments & Alternatives

Location & Offices