Clients
Metlife Investment Management serves 317 clients, 87 of them pension and profit-sharing plans. The average client has about $1.78 billion with the firm.
- Investment companies16 clients5%
- Pooled investment vehicles46 clients4%
- Pension and profit-sharing plans87 clients5%
- Insurance companies74 clients81%
- OtherHigh-net-worth individuals, Charitable organizations, State or municipal government entities, Other investment advisers, Corporations and other businesses, Other4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Not reported | $51,360,971 | 0.0% | — |
| Investment companies | 16 | $30,045,800,806 | 5.3% | $1.88B |
| Pooled investment vehicles | 46 | $25,363,698,484 | 4.5% | $551.4M |
| Pension and profit-sharing plans | 87 | $30,687,043,623 | 5.4% | $352.7M |
| Charitable organizations | 26 | $702,476,638 | 0.1% | $27.0M |
| State or municipal government entities | 41 | $10,036,617,009 | 1.8% | $244.8M |
| Other investment advisers | Not reported | $384,689,151 | 0.1% | — |
| Insurance companies | 74 | $454,955,725,872 | 80.7% | $6.15B |
| Corporations and other businesses | 27 | $10,779,679,170 | 1.9% | $399.2M |
| Other | Not reported | $772,402,693 | 0.1% | — |
| Total | 317 | $563,779,494,417 | 100% | $1.78B |
- Clients
- Not reported
- Regulatory AUM
- $51,360,971
- Share
- 0.0%
- Avg. per client
- —
- Clients
- 16
- Regulatory AUM
- $30,045,800,806
- Share
- 5.3%
- Avg. per client
- $1.88B
- Clients
- 46
- Regulatory AUM
- $25,363,698,484
- Share
- 4.5%
- Avg. per client
- $551.4M
- Clients
- 87
- Regulatory AUM
- $30,687,043,623
- Share
- 5.4%
- Avg. per client
- $352.7M
- Clients
- 26
- Regulatory AUM
- $702,476,638
- Share
- 0.1%
- Avg. per client
- $27.0M
- Clients
- 41
- Regulatory AUM
- $10,036,617,009
- Share
- 1.8%
- Avg. per client
- $244.8M
- Clients
- Not reported
- Regulatory AUM
- $384,689,151
- Share
- 0.1%
- Avg. per client
- —
- Clients
- 74
- Regulatory AUM
- $454,955,725,872
- Share
- 80.7%
- Avg. per client
- $6.15B
- Clients
- 27
- Regulatory AUM
- $10,779,679,170
- Share
- 1.9%
- Avg. per client
- $399.2M
- Clients
- Not reported
- Regulatory AUM
- $772,402,693
- Share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 317
- Regulatory AUM
- $563,779,494,417
- Share
- 100%
- Avg. per client
- $1.78B
What it does
Metlife Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, performance-based fees and other arrangements.
Metlife Investment Management advises 11 private funds.
99.5% of assets ($560.91B across 780 accounts) are managed with discretion; $2.87B across 25 accounts are not. 17% of clients are outside the U.S., and 42 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- Exchange-traded equity securities
- 2%
- U.S. government/agency bonds
- 12%
- U.S. state and local bonds
- 1%
- Sovereign bonds
- 4%
- Investment grade corporate bonds
- 35%
- Non-investment grade corporate bonds
- 1%
- Cash and cash equivalents
- 3%
- Other (Structured Finance; Loans and Real Estate Equity Where More Than 50% of the Portfolio Is in Securities)
- 43%
Custodians
Metlife Investment Management’s client accounts are held mainly at J.P. Morgan, with 44% of managed assets. Metlife Investment Management has custody of $46.62B for 45 clients.
- J.P. MorganJP Morgan Chase Bank N.A. · New York, NY · $248.28B44%
- All other custodians$315.50B56%
Ownership and leadership
Metlife Investment Management Holdings, LLC owns 75% or more of Metlife Investment Management.
- Owns 75% or more of Metlife Investment Management, LLC
Metlife Investment Management Holdings, LLC
Control person · since July 2019
- Owns 75% or more of Metlife Investment Management Holdings, LLC
Metlife, Inc.
Control person · since September 2017
Leadership
- Brian FunkPresident
- Michael YickChief Financial Officer
- Michael KarpikChief Operating Officer
- Yisrael GrafsteinChief Compliance Officer
- Claudia CromieChief Risk Officer
Staff
- 956 employees
- 695 in advisory functions
- 39 broker-dealer reps
- 7 soliciting firms
Reported holdings
Metlife Investment Management’s reported 13F holdings total $22.07B across 2,884 positions, and the ten largest make up 27.4% of it.
- $22.07B
- Reported 13F value
- 2,884
- Positions
- 27.4%
- In the 10 largest
- +12.6%
- Value vs. prior quarter
- Nvidia Corp.5.8%
- Apple Inc.4.8%
- Microsoft Corp.3.1%
- Alphabet Inc. Class A · Cap Stk CL A2.5%
- Amazon Com Inc.2.5%
- Broadcom Inc.2.2%
- Alphabet Inc. Class C · Cap Stk CL C2.0%
- Micron Technology Inc.1.6%
- Meta Platforms Inc. Class A · CL A1.5%
- Tesla Inc.1.4%
Together, the ten largest are 27.4% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $22.07B is not its $563.78B in regulatory assets and does not represent any individual client's portfolio.
Fees
Metlife Investment Management is paid through a percentage of assets under management, performance-based fees and other.
Metlife Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Metlife Investment Management has 11 offices, with 12 listed addresses across 9 states.
California · 4 listed addresses
- 205 East River Park Circle, Fresno
- 425 Market Street, San Francisco
- 2381 Rosecrans Avenue, El Segundo
- 601 South Figueroa Street, Los Angeles
District of Columbia · 1 listed address
- 555 12th Street NW, Washington
Georgia · 1 listed address
- 3500 Lenox Road, Atlanta
Illinois · 1 listed address
- 125 South Wacker Drive, Chicago
Kansas · 1 listed address
- 10801 Mastin BLVD, Overland Park
New Jersey · 1 listed address
- One Metlife Way, WhippanyHQ
Pennsylvania · 1 listed address
- 1717 Arch Street, Philadelphia
Tennessee · 1 listed address
- 6750 Poplar Ave, Germantown
Texas · 1 listed address
- 2121 N. Pearl Street, Dallas
Registration details
- Legal name
- Metlife Investment Management, LLC
- Headquarters
- One Metlife Way, Whippany, NJ 07981
- Phone
- 973-355-4000
- Website
- Not reported
- SEC file
- 801-67314
- 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 Metlife Investment Management have?
Metlife Investment Management has 317 clients and manages $563.8 billion for them, as of May 2026. They include 87 pension and profit-sharing plans, 74 insurance companies and 46 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026
What services does Metlife Investment Management offer?
Metlife Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Metlife Investment Management use?
Metlife Investment Management’s separately managed account assets are held at JP Morgan Chase Bank N.A. (New York, NY), with $248,281,959,414. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026
How many financial advisors does Metlife Investment Management have?
Metlife Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 956 employees, and 695 perform investment advisory functions. 39 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 Metlife Investment Management invest in?
At the end of its last fiscal year, Metlife Investment Management’s separately managed accounts held 43% structured finance; loans and real estate equity where more than 50% of the portfolio is in securities, 35% investment grade corporate bonds, 12% U.S. government and agency bonds, 4% sovereign bonds, 3% cash and equivalents, 2% exchange-traded equities, 1% state and local bonds and 1% high-yield corporate bonds. It advises 11 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 Metlife Investment Management?
Metlife Investment Management is owned through a holding company by Metlife, Inc. Its direct owner is Metlife Investment Management Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026
How does Metlife Investment Management get paid?
Metlife Investment Management is paid through a percentage of assets under management, 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