{"url":"https://nivawealth.com/firms/brighthouse-investment-advisers-107312","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107312","regulatoryAum":132629273671,"crd":"107312","secFileNumber":"801-47459","legalName":"Brighthouse Investment Advisers, LLC","displayName":"Brighthouse Investment Advisers","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"11225 North Community House RD","city":"Charlotte","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"28277"},"tradeNames":[],"registration":{"secApproved":"21 September 1994","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":29,"advisory":10,"brokerDealerReps":4,"insuranceAgents":0,"promoters":2},"aum":{"discretionary":131227511543,"discretionaryAccounts":72,"nonDiscretionary":1401762128,"nonDiscretionaryAccounts":5633,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":5633,"regulatoryAum":1401762128},{"label":"Investment companies","clients":72,"regulatoryAum":131227511543}],"fees":[],"feeNotes":[],"custodians":[{"name":"Brighthouse Life Insurance Company","shortName":"Brighthouse Life Insurance","location":"Charlotte, NC","smaAssets":1327968859},{"name":"Brighthouse Life Insurance Company of New York","shortName":"Brighthouse Life Insurance Company of New York","location":"New York, NY","smaAssets":73793269},{"name":"State Street Bank and Trust Company","shortName":"State Street Bank and Trust","location":"Boston, MA","smaAssets":1401762128}],"custodyNote":"Brighthouse Investment Advisers has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kristi Slavin","title":"President, Chief Executive Officer and Chair of the Board of Managers","crd":"5667074"},{"name":"Katie Hellmann","title":"Chief Compliance Officer and Senior Vice President","crd":"4839278"},{"name":"Anna Koska","title":"Vice President and Member of the Board of Managers","crd":"7214142"},{"name":"Alan Otis","title":"Executive Vice President and Member of the Board of Managers","crd":"6841874"},{"name":"Terrence Santry","title":"Senior Vice President and Treasurer","crd":"4361435"},{"name":"Thomas Watterson","title":"Executive Vice President, Chief Legal Officer, Secretary and Member of the Board of Managers","crd":"7855903"}],"ownership":[{"label":"Brighthouse Holdings, LLC","detail":"Member of the board of managers in the 75% or more ownership band and a control person, since August 2017."},{"label":"Brighthouse Financial, Inc.","detail":"Indirect owner: a parent of brighthouse holdings, llc of Brighthouse Holdings, LLC in the 75% or more band and a control person, since August 2017.","parent":"Brighthouse Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"North Carolina","offices":1,"addresses":[{"street":"11225 North Community House RD","city":"Charlotte","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"980-949-4641","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for investment companies","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107312/PDF/107312.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Brighthouse Investment Advisers have?","answer":"Brighthouse Investment Advisers has 5,705 clients and manages $132.6 billion for them, as of March 2026. They include 5,633 individuals and 72 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Brighthouse Investment Advisers offer?","answer":"Brighthouse Investment Advisers provides portfolio management for investment companies, selecting other managers and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Brighthouse Investment Advisers use?","answer":"Brighthouse Investment Advisers’ separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $1,401,762,128, Brighthouse Life Insurance Company (Charlotte, NC), with $1,327,968,859 and Brighthouse Life Insurance Company of New York (New York, NY), with $73,793,269. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Brighthouse Investment Advisers have?","answer":"Brighthouse Investment Advisers has 0 investment adviser representatives registered with state securities authorities, out of 29 employees, and 10 perform investment advisory functions. 4 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Brighthouse Investment Advisers invest in?","answer":"At the end of its last fiscal year, Brighthouse Investment Advisers’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs). It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Brighthouse Investment Advisers?","answer":"Brighthouse Investment Advisers is owned through a holding company by Brighthouse Financial, Inc. Its direct owner is Brighthouse Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Brighthouse Investment Advisers get paid?","answer":"Brighthouse Investment Advisers is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}