Clients
Corebridge Institutional Investments (u.s.) serves 41 clients, 16 of them pooled investment vehicles. The average client has about $2.95 billion with the firm.
- Pooled investment vehicles16 clients4%
- Insurance companies14 clients95%
- Other investment advisers5 clients1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 1 | $0 | 0.0% | $0 |
| Pooled investment vehicles | 16 | $5,012,476,965 | 4.1% | $313.3M |
| Other investment advisers | 5 | $745,765,159 | 0.6% | $149.2M |
| Insurance companies | 14 | $115,296,288,418 | 95.2% | $8.24B |
| Corporations and other businesses | 5 | $0 | 0.0% | $0 |
| Total | 41 | $121,054,530,542 | 100% | $2.95B |
- Clients
- 1
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
- Clients
- 16
- Regulatory AUM
- $5,012,476,965
- Share
- 4.1%
- Avg. per client
- $313.3M
- Clients
- 5
- Regulatory AUM
- $745,765,159
- Share
- 0.6%
- Avg. per client
- $149.2M
- Clients
- 14
- Regulatory AUM
- $115,296,288,418
- Share
- 95.2%
- Avg. per client
- $8.24B
- Clients
- 5
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 41
- Regulatory AUM
- $121,054,530,542
- Share
- 100%
- Avg. per client
- $2.95B
What it does
Corebridge Institutional Investments (u.s.) provides portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities. It is paid through a percentage of assets, fixed fees, performance-based fees and other arrangements.
Corebridge Institutional Investments (u.s.) advises 13 private funds.
100.0% of assets ($121.05B across 616 accounts) are managed with discretion. 20% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds22%
- Bonds20%
- Other57%
- Commercial & residential mortgage whole loans and participations, private debt and equity, structured debt investments, real estate equity investments, securitized pools of debt investments. included in raum are certain investments that are not securities that the adviser only manages for affiliate insurance company clients.32%
- Derivatives25%
Filed values cover 99%. The neutral 1% gap has no reported category.
Custodians
Corebridge Institutional Investments (u.s.)’s client accounts are held mainly at BNY Mellon Capital Markets, with 33% of managed assets. Corebridge Institutional Investments (u.s.) has custody of $4.36B for 25 clients.
- BNY Mellon Capital MarketsBNY Mellon Capital Markets, LLC · New York, NY · $39.69B33%
- All other custodians$81.37B67%
Ownership and leadership
Corebridge Institutional Investments Holdings Corp. owns 75% or more of Corebridge Institutional Investments (u.s.).
- Owns 75% or more of Corebridge Institutional Investments (u.s.), LLC
Corebridge Institutional Investments Holdings Corp.
Control person · since March 2009
- Owns 75% or more of Corebridge Institutional Investments Holdings Corp.
Safg Capital LLC
Control person · since December 2021
- Owns 75% or more of Safg Capital LLC
Corebridge Financial, Inc.
Control person · since December 2021
Leadership
- Lisa LonginoPresident
- Atif MahmoodChief Financial Officer
- Matthew SlomienskiChief Compliance Officer
- Gregory BresslerGeneral Counsel
- Andrew PayneChief Credit Officer
Staff
- 419 employees
- 248 in advisory functions
- 1 broker-dealer rep
- 2 soliciting firms
Fees
Corebridge Institutional Investments (u.s.) is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other.
Corebridge Institutional Investments (u.s.)’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Corebridge Institutional Investments (u.s.) has 12 offices, with 13 listed addresses across 7 states.
Texas · 4 listed addresses
- 2919 Allen Parkway, Houston
- 2919 Allen Parkway, Houston
- 2919 Allen Parkway, Houston
- 2919 Allen Parkway, Houston
California · 3 listed addresses
- 21650 Oxnard Street, Woodland Hills
- 880 Apollo Street, El Segundo
- 95 Third Street, San Francisco
New Jersey · 2 listed addresses
- 30 Hudson Street, Floor 18, Jersey CityHQ
- 30 Hudson Street, Jersey City
Connecticut · 1 listed address
- 401 Merrit 7, Norwalk
Georgia · 1 listed address
- 3500 Lenox RD Ne 1, Atlanta
New York · 1 listed address
- 1133 Avenue of the Americas, New York
North Carolina · 1 listed address
- 3211 Shannon Road, Durham
Registration details
- Legal name
- Corebridge Institutional Investments (u.s.), LLC
- Headquarters
- 30 Hudson Street, Floor 18, Jersey City, NJ 07302
- Phone
- 212-458-6082
- Website
- Not reported
- SEC file
- 801-70159
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Corebridge Institutional Investments (u.s.) have?
Corebridge Institutional Investments (u.s.) has 41 clients and manages $121.1 billion for them, as of August 2026. They include 16 pooled investment vehicles, 14 insurance companies and 5 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does Corebridge Institutional Investments (u.s.) offer?
Corebridge Institutional Investments (u.s.) provides portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Corebridge Institutional Investments (u.s.) use?
Corebridge Institutional Investments (u.s.)’s separately managed account assets are held at BNY Mellon Capital Markets, LLC (New York, NY), with $39,687,080,155. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does Corebridge Institutional Investments (u.s.) have?
Corebridge Institutional Investments (u.s.) has 0 investment adviser representatives registered with state securities authorities, out of 419 employees, and 248 perform investment advisory functions. 1 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
What does Corebridge Institutional Investments (u.s.) invest in?
At the end of its last fiscal year, Corebridge Institutional Investments (u.s.)’s separately managed accounts held 32% commercial & residential mortgage whole loans and participations, private debt and equity, structured debt investments, real estate equity investments, securitized pools of debt investments. included in raum are certain investments that are not securities that the adviser only manages for affiliate insurance company clients., 25% derivatives, 22% pooled vehicles (private funds and similar) and 20% investment grade corporate bonds. It advises 13 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Corebridge Institutional Investments (u.s.)?
Corebridge Institutional Investments (u.s.) is owned through a chain of holding companies by Corebridge Financial, Inc. Its direct owner is Corebridge Institutional Investments Holdings Corp. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does Corebridge Institutional Investments (u.s.) get paid?
Corebridge Institutional Investments (u.s.) is paid through a percentage of assets under management, fixed fees, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
