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Nyl Investors

SEC-registered adviser since 2013New York, NYCRD 169553

$329.2B
AUM
34
Clients
See fees
Fee
189
Advisory staff

From Form ADV filed 6 August 2026 · data retrieved 15 October 2026SEC record

Nyl Investors is an investment adviser headquartered in New York, New York, and registered with the SEC since 2013. Its clients include insurance companies, investment companies and pooled investment vehicles.

Its services include portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management, fixed fees, performance-based fees and other arrangements. New York Life Investment Management Holdings LLC owns 75% or more of Nyl Investors, and Naim Abou-Jaoude is its CEO.

Clients

Nyl Investors serves 34 clients, 14 of them insurance companies. The average client has about $9.68 billion with the firm.

Regulatory assets by client type
  • Insurance companies14 clients97%
  • OtherInvestment companies, Pooled investment vehicles, Charitable organizations, Corporations and other businesses, Other3%
Show client breakdown
Investment companies
Clients
9
Regulatory AUM
$5,807,751,591
Share
1.8%
Avg. per client
$645.3M
Pooled investment vehicles
Clients
11
Regulatory AUM
$4,261,985,391
Share
1.3%
Avg. per client
$387.5M
Charitable organizations
Clients
Not reported
Regulatory AUM
$74,062,324
Share
0.0%
Avg. per client
—
Insurance companies
Clients
14
Regulatory AUM
$318,720,022,200
Share
96.8%
Avg. per client
$22.77B
Corporations and other businesses
Clients
Not reported
Regulatory AUM
$9,451,685
Share
0.0%
Avg. per client
—
Other
Clients
Not reported
Regulatory AUM
$326,322,338
Share
0.1%
Avg. per client
—

Total

Clients
34
Regulatory AUM
$329,199,595,529
Share
100%
Avg. per client
$9.68B

What it does

Nyl Investors provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees, performance-based fees and other arrangements.

Nyl Investors provided financial planning to 0 clients last fiscal year and advises 17 private funds.

99.7% of assets ($328.07B across 102 accounts) are managed with discretion; $1.13B across 2 accounts are not. 45% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Bonds56%
    • Investment grade corporate bonds49%
    • High-yield corporate bonds4%
    • U.S. government and agency bonds3%
  • Cash2%
  • Other42%
    • Mortgage loans, structured securities, lp funds, real estate equity42%

Custodians

Nyl Investors’ client accounts are held mainly at J.P. Morgan, with 51% of managed assets, and The Bank of New York Mellon, with 22%. Nyl Investors has custody of $719.7M for 3 clients.

Managed account assets by custodian
  • J.P. MorganJpmorgan Chase Bank, N.A. · New York, NY · $169.43B51%
  • The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $71.74B22%
  • All other custodians$88.03B27%

Ownership and leadership

New York Life Investment Management Holdings LLC owns 75% or more of Nyl Investors, and Naim Abou-Jaoude is its CEO.

Who owns the firm
Nyl Investors LLC· the adviser

  • New York Life Investment Management Holdings LLC

    Control person · since January 2026

    Owns 75% or more of Nyl Investors LLC

Leadership

  • Naim Abou-Jaoude
    Chief Executive Officer, Manager, Chairman of the Board, and Chairman of Compensation Committee
  • Alpesh Rathod
    VP & Chief Compliance Officer
  • Colleen Cooney
    Manager and Senior Managing Director
  • Maureen Cronin
    SVP, General Counsel, & Assistant Secretary
  • Francis Harte
    Manager, Member of Compensation Committee, and Senior Managing Director
  • Alain Karaoglan
    Manager and Member of Compensation Committee
  • Alison Micucci
    Senior Managing Director
  • Dinesh Nair
    Manager, Managing Director and CFO
  • Thomas O'Hanlon
    Senior Managing Director
  • Craig Sabal
    Manager and Senior Managing Director

Staff

  • 301 employees
  • 189 in advisory functions
  • 19 broker-dealer reps

Reported holdings

Nyl Investors’ reported 13F holdings total $260.8M across 29 positions, and the ten largest make up 77.4% of it.

$260.8M
Reported 13F value
29
Positions
77.4%
In the 10 largest
−1.4%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Vanguard Long Term Corporate Bond · Lg-term Cor BD18.7%
  2. ING SPDR Bloomberg Barclays Long Term ET · ST Long BD ETF12.5%
  3. iShares Iboxx Investment Grade · Iboxx Inv CP ETF11.2%
  4. iShares 10 Year Invest Grade Corp. · 10 YR Invst Grd7.8%
  5. iShares Core Intl Aggregate Bnd ET · Core Intl Aggr6.7%
  6. iShares MSCI Acwi ETF · MSCI Acwi ETF5.1%
  7. Vanguard Total World Stock Index F · TT Wrld ST ETF5.1%
  8. Vanguard Intermediate Term Corpora · Int-term Corp.3.9%
  9. Vanguard Long Term Bond Index Fund · Long Term Bond3.9%
  10. iShares MSCI Total Intl Stock ETF · Core MSCI Total2.6%

Together, the ten largest are 77.4% of reported value.

The 29 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 12 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $260.8M is not its $329.20B in regulatory assets and does not represent any individual client's portfolio.

Fees

Nyl Investors is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other.

Nyl Investors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Nyl Investors has 6 offices, with 6 listed addresses across 6 states.

Listed office addresses by state

New York · 1 listed address

  • 51 Madison Avenue, New YorkHQ

Registration details

Legal name
Nyl Investors LLC
Headquarters
51 Madison Avenue, New York, NY 10010
Phone
212-576-7000
Website
Not reported
SEC file
801-78759
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 Nyl Investors have?

Nyl Investors has 34 clients and manages $329.2 billion for them, as of August 2026. They include 14 insurance companies, 11 pooled investment vehicles and 9 investment companies.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026

What services does Nyl Investors offer?

Nyl Investors provides 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

Which custodians does Nyl Investors use?

Nyl Investors’ separately managed account assets are held at Jpmorgan Chase Bank, N.A. (New York, NY), with $169,428,030,695 and The Bank of New York Mellon (New York, NY), with $71,738,011,202. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026

How many financial advisors does Nyl Investors have?

Nyl Investors has 0 investment adviser representatives registered with state securities authorities, out of 301 employees, and 189 perform investment advisory functions. 19 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 Nyl Investors invest in?

At the end of its last fiscal year, Nyl Investors’ separately managed accounts held 49% investment grade corporate bonds, 42% mortgage loans, structured securities, lp funds, real estate equity, 4% high-yield corporate bonds, 3% U.S. government and agency bonds and 2% cash and equivalents. It advises 17 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 Nyl Investors?

Nyl Investors 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 6 August 2026

How does Nyl Investors get paid?

Nyl Investors 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

Sources

  1. Form ADV Part 1A, amendment filed 6 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 169553.
  3. Form 13F-HR, filed 12 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Nyl Investors LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.