BRIGHTHOUSE INVESTMENT ADVISERS, LLC

RIASEC RegisteredEst. 1994
Total AUM
$133B
Discretionary
$131B
99% of AUM
Avg account
$23.2M
Accounts
5,705
Employees
29
Advisory reps
6

Firm details

Headquarters
Charlotte, North Carolina
CRD number
107312
Registered since
September 21, 1994
Custodians
STATE STREET BANK AND TRUST COMPANY, BRIGHTHOUSE LIFE INSURANCE COMPANY, BRIGHTHOUSE LIFE INSURANCE COMPANY OF NEW YORK
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies98.94%
  • Individuals1.06%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Brighthouse Investment Advisers, LLC is an SEC‑registered investment adviser that functions as an in‑house asset manager and capital allocator for both individual/family and institutional clients, with clear ties to insurance‑company balance sheet management. The firm runs predominantly discretionary mandates and acts in advisory roles for investment company vehicles and as a selector of third‑party managers. Its business activity reporting indicates it can operate as a commodity pool operator/commodity trading advisor (CPO/CTA), which implies the ability to implement futures, managed‑futures or other derivatives‑based exposures alongside traditional fixed‑income and equity allocations. Investment preferences skew toward public funds and mutual funds at scale, but the firm also allocates to private placements as a complementary sleeve. Fee arrangements include percentage‑of‑AUM pricing alongside other fee types, consistent with the mix of institutional and high‑net‑worth clients the adviser serves. The firm does not identify as an active ESG investor and is classified as a domestic manager and capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

3 of 6
  • THOMAS WATTERSON

    Executive Vice PresidentCRD 7855903

  • Alan Otis

    Executive Vice PresidentCRD 6841874

  • KATIE HELLMANN

    CCOCRD 4839278

Unlock 3 more contacts

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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Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
11225 N Community House Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth