AFLAC ASSET MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 304316
- Registered since
- January 19, 2021
- Website
- www.aflac.com
- Custodians
- 40 GREENWICH STREET
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers67.95%
- Insurance Companies16.05%
- Other11.14%
- Corporations / Businesses2.95%
- Pooled Investment Vehicles1.9%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Aflac Asset Management LLC is an institutional-focused investment adviser organized as a limited liability company and registered with the SEC in 2021. The firm serves a small number of large institutional clients and operates primarily as a manager for pooled vehicles and institutional mandates, with fee arrangements based on a percentage of assets under management. Its business activities include commodity pool operator/commodity trading adviser functions and the selection of third‑party advisers, and the firm is active as a sponsor, general partner, or managing member of pooled investment vehicles. Investment activity is centered on credit and derivatives strategies alongside private markets. Public equity exposure is minimal relative to total assets; the firm appears to lean on ETFs and derivatives for liquid credit exposure and uses private funds and third‑party alternative managers to access private equity, private credit, real estate, hedge funds and collateralized debt. The firm reports no active ESG program and is set up to serve institutional balance sheet and pooled investment needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives51%
- Other27%
- Investment Grade Corp Bonds19%
- State & Local Bonds1%
- Sovereign Bonds1%
Owners & executives
3 of 7MAX BRODEN
Executive Vice President & Chief Financial OfficerCRD 7852992
ROBIN BLACKMON
Senior Vice President, Chief Accounting OfficerCRD 7855207
BRADLEY DYSLIN
Global Chief Investment OfficerCRD 7176807
Contacts
3 of 5Alan Tachikawa
Managing DirectorCRD 7630763
CATHERINE COLE
Managing DirectorCRD 5158902
HIDETO YAMAMOTO
DirectorCRD 7321972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$288M in ETFs
0%
$0
100%
$288M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR Blackstone Senior Loan ETF (SRLN) | State Street | Active | Bank Loan | $144M | 3,157,800 | 50.00% |
Location
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
- 100 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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