COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC

RIASEC RegisteredEst. 2009
Total AUM
$121B
Discretionary
$121B
100% of AUM
Avg account
$197M
Accounts
616
Employees
419
Advisory reps
5

Firm details

Headquarters
JERSEY CITY, New Jersey
CRD number
150088
Registered since
May 13, 2009
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Insurance Companies95.24%
  • Pooled Investment Vehicles4.14%
  • Other Investment Advisers0.62%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Corebridge Institutional Investments (U.S), LLC is a private-equity–focused investment adviser organized as an LLC and registered with the SEC since 2009. Its client base is institutional, and its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions, as well as selecting and overseeing third-party advisers. The firm reports being an active ESG investor and uses a mix of fee arrangements, including asset-based fees, fixed fees, and performance-linked fees. Regulatory filings and firm disclosures also show involvement in sponsor and general partner roles for pooled vehicles and a range of industry affiliations that extend beyond pure advisory activity, including broker-dealer, trust company, insurance company, and real estate brokerage relationships.

Assets & Accounts

Investments & Alternatives

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: Other 32%, Derivatives 25%, Private Funds 22%, Investment Grade Corp Bonds 20%32%
  • Other32%
  • Derivatives25%
  • Private Funds22%
  • Investment Grade Corp Bonds20%

Owners & executives

3 of 4
  • ANDREW PAYNE

    Chief Credit OfficerCRD 6777576

  • ATIF MAHMOOD

    Chief Financial Officer and Senior Managing DirectorCRD 4975717

  • Lisa Longino

    Chief Investment OfficerCRD 7719315

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Contacts

1 of 1
  • GREGORY BRESSLER

    General CounselCRD 4642817

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

JERSEY CITY, NJ

HUDSON

Location

JERSEY CITY, NJ

Headquartered in JERSEY CITY, NJ, 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
HUDSON
Address
30 Hudson St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth