{"url":"https://nivawealth.com/firms/new-york-life-investment-management-109591","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109591","regulatoryAum":120697893028,"crd":"109591","secFileNumber":"801-57396","legalName":"New York Life Investment Management LLC","displayName":"New York Life Investment Management","website":"https://nylim.com","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"51 Madison Avenue","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10010"},"tradeNames":["New York Life Investment Management","Nyli"],"registration":{"secApproved":"20 March 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They include 808 individuals, 105 investment companies and 18 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does New York Life Investment Management offer?","answer":"New York Life Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","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 New York Life Investment Management use?","answer":"New York Life Investment Management’s separately managed account assets are held at Merrill Lynch, Pierce, Fenner & Smith Incorporated (New York, NY), with $952,325,492, Morgan Stanley Smith Barney LLC (Purchase, NY), with $331,273,226 and UBS Financial Services Inc. (Weehawken, NJ), with $194,021,158. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does New York Life Investment Management have?","answer":"New York Life Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 364 employees, and 18 perform investment advisory functions. 192 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 New York Life Investment Management invest in?","answer":"At the end of its last fiscal year, New York Life Investment Management’s separately managed accounts held 53% investment grade corporate bonds, 18% convertible bonds/convertible preferred, 15% state and local bonds, 12% exchange-traded equities and 2% cash and equivalents. 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 New York Life Investment Management?","answer":"New York Life Investment Management is owned through a holding company by New York Life Insurance Company. Its direct owner is New York Life Investment Management Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does New York Life Investment Management get paid?","answer":"New York Life Investment Management is paid through a percentage of assets under management and fixed fees. 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