MML Investment Advisers, LLC
Firm details
- Headquarters
- SPRINGFIELD, Massachusetts
- CRD number
- 169568
- Registered since
- November 21, 2013
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies98.04%
- Pooled Investment Vehicles1.96%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
MML Investment Advisers, LLC is an SEC-registered investment adviser organized as an LLC and active since 2013. The firm positions itself as a capital allocator serving an institutional client base and charges fees on a percentage-of-assets-under-management basis (with other fee arrangements also in use). Its advisory remit includes portfolio management for investment companies and the selection of other advisers, and it conducts activities consistent with a CPO/CTA. The firm identifies as an active ESG investor, and its operating footprint is concentrated rather than multi-state. Ownership is a mix of a domestic entity and an individual. MML maintains a broad set of industry relationships—spanning broker-dealers, other advisers, banking and trust firms, accounting and law firms, insurers, real estate brokers, and sponsors/GPs of pooled vehicles—which supports sourcing, due diligence, and execution across its allocation activities.
Assets & Accounts
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
Owners & executives
1 of 1PHILIP WELLMAN
Vice President, Chief Compliance OfficerCRD 4193067
Contacts
3 of 5PATRICE SABACH
DirectorCRD 7810259
JENNIFER RHODES REILLY
DirectorCRD 3243154
PAUL LAPIANA
Senior Vice PresidentCRD 2237245
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SPRINGFIELD, MA
HAMPDEN
Location
SPRINGFIELD, MA
Headquartered in SPRINGFIELD, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- HAMPDEN
- Address
- 1295 State St
- Time zone
- ET (UTC-5)
- Office locations
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