MML Investment Advisers, LLC

RIASEC RegisteredEst. 2013
Total AUM
$24.5B
Discretionary
$24.5B
100% of AUM
Avg account
$446M
Accounts
55
Employees
18
Advisory reps
6

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

FINTRX

Overview

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

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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

Owners & executives

1 of 1
  • PHILIP WELLMAN

    Vice President, Chief Compliance OfficerCRD 4193067

Contacts

3 of 5
  • PATRICE SABACH

    DirectorCRD 7810259

  • JENNIFER RHODES REILLY

    DirectorCRD 3243154

  • PAUL LAPIANA

    Senior Vice PresidentCRD 2237245

Unlock 2 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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth