Sunamerica Asset Management, LLC

RIASEC RegisteredEst. 1983
Total AUM
$42.2B
Discretionary
$42.2B
100% of AUM
Avg account
$578M
Accounts
73
Employees
57
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
107338
Registered since
September 16, 1983
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Sunamerica Asset Management, LLC is an institutional registered investment adviser that functions as a capital allocator to institutional clients. Founded before 1983 (SEC-registered in 1983), the firm operates as a limited liability company and reports owner types as both a domestic entity and an individual. Its advisory remit includes portfolio management for investment companies and the selection of other advisers, and it also performs CPO/CTA activities. The firm charges fees on a percentage-of-AUM basis and does not identify as an active ESG investor. Reported industry affiliations include relationships with broker-dealers, other investment advisers, CPO/CTA entities, and an insurance company.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 6
  • Kristina Magolis

    General Counsel and SecretaryCRD 6730263

  • Michal Lopatin

    Michal Lopatin

    PresidentCRD 4234096

  • John Halpin

    Vice PresidentCRD 8010383

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth