Metlife Investment Management, LLC

RIASEC RegisteredEst. 2006
Total AUM
$564B
Discretionary
$561B
99% of AUM
Avg account
$700M
Accounts
805
Employees
956
Advisory reps
5

Firm details

Headquarters
Whippany, New Jersey
CRD number
142463
Registered since
November 29, 2006
Website
investments.metlife.com
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Insurance Companies80.7%
  • Pension & Profit Sharing Plans5.44%
  • Investment Companies5.33%
  • Pooled Investment Vehicles4.5%
  • Corporations / Businesses1.91%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Metlife Investment Management, LLC is a multi-faceted asset manager that combines hedge fund and private equity strategies with broader portfolio management services for institutional clients. SEC registration dates to 2006. The firm acts as a portfolio manager for individuals, pooled vehicles, investment companies and institutions, and it also performs adviser selection. Business activities include registration as a CPO/CTA. Fee arrangements include percentage-of-AUM and performance-based components in addition to other fee structures. Metlife Investment Management reports active ESG investing and is not classified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 43%, Investment Grade Corp Bonds 35%, US Government Bonds 12%, Sovereign Bonds 4%, Cash & Cash Equivalents 3%, Exchange Traded Equities 2%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%43%
  • Other43%
  • Investment Grade Corp Bonds35%
  • US Government Bonds12%
  • Sovereign Bonds4%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 4
  • Israel Grafstein

    Israel Grafstein

    Global Chief Compliance OfficerCRD 4264856

  • Michael Yick

    Michael Yick

    Chief Financial OfficerCRD 4187342

  • Michael Karpik

    Michael Karpik

    Chief Operating OfficerCRD 1709305

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Contacts

1 of 1
  • Brian Funk

    Brian Funk

    PresidentCRD 4266799

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 29

Active vs passive

$675M in ETFs

Passive

100%

$673M

Active

<1%

$2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM BOND INDEX FUND (BSV)VanguardPassiveShort Term Bond$192M2,459,50028.39%
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Location

Primary office

Whippany, NJ

Morris

Location

Whippany, NJ

Headquartered in Whippany, 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
Morris
Address
1 Metlife Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth