AFLAC ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$133B
Discretionary
$119B
89% of AUM
Avg account
$11.1B
Accounts
12
Employees
110
Advisory reps
12

Firm details

Headquarters
New York, New York
CRD number
304316
Registered since
January 19, 2021
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

FINTRX

Overview

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

FINTRX

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

Asset composition

Asset composition: Derivatives 51%, Other 27%, Investment Grade Corp Bonds 19%, State & Local Bonds 1%, Sovereign Bonds 1%, Non-Investment Grade Corp Bonds 1%51%
  • Derivatives51%
  • Other27%
  • Investment Grade Corp Bonds19%
  • State & Local Bonds1%
  • Sovereign Bonds1%

Owners & executives

3 of 7
  • MAX BRODEN

    Executive Vice President & Chief Financial OfficerCRD 7852992

  • ROBIN BLACKMON

    Senior Vice President, Chief Accounting OfficerCRD 7855207

  • BRADLEY DYSLIN

    Global Chief Investment OfficerCRD 7176807

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Contacts

3 of 5
  • Alan Tachikawa

    Managing DirectorCRD 7630763

  • CATHERINE COLE

    Managing DirectorCRD 5158902

  • HIDETO YAMAMOTO

    DirectorCRD 7321972

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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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ETF holdings

1 of 2

Active vs passive

$288M in ETFs

Passive

0%

$0

Active

100%

$288M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR Blackstone Senior Loan ETF (SRLN)State StreetActiveBank Loan$144M3,157,80050.00%

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
100 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth