Clients
Pinebridge Investments serves 329 clients, 134 of them pooled investment vehicles. The average client has about $233 million with the firm.
- Pooled investment vehicles134 clients29%
- Pension and profit-sharing plans23 clients7%
- State or municipal government entities23 clients12%
- Other investment advisers19 clients18%
- Insurance companies129 clients30%
- OtherSovereign wealth funds and foreign official institutions, Banking or thrift institutions, Investment companies, Charitable organizations, Corporations and other businesses, Other5%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | Not reported | $800,942,394 | 1.0% | — |
| Investment companies | 1 | $129,071,974 | 0.2% | $129.1M |
| Pooled investment vehicles | 134 | $22,376,449,080 | 29.2% | $167.0M |
| Pension and profit-sharing plans | 23 | $5,148,445,717 | 6.7% | $223.8M |
| Charitable organizations | Not reported | $103,338,219 | 0.1% | — |
| State or municipal government entities | 23 | $8,851,069,153 | 11.5% | $384.8M |
| Other investment advisers | 19 | $13,470,246,457 | 17.6% | $709.0M |
| Insurance companies | 129 | $23,292,867,252 | 30.4% | $180.6M |
| Sovereign wealth funds and foreign official institutions | Not reported | $2,307,831,485 | 3.0% | — |
| Corporations and other businesses | Not reported | $72,992,049 | 0.1% | — |
| Other | Not reported | $175,600,067 | 0.2% | — |
| Total | 329 | $76,728,853,847 | 100% | $233.2M |
- Clients
- Not reported
- Regulatory AUM
- $800,942,394
- Share
- 1.0%
- Avg. per client
- —
- Clients
- 1
- Regulatory AUM
- $129,071,974
- Share
- 0.2%
- Avg. per client
- $129.1M
- Clients
- 134
- Regulatory AUM
- $22,376,449,080
- Share
- 29.2%
- Avg. per client
- $167.0M
- Clients
- 23
- Regulatory AUM
- $5,148,445,717
- Share
- 6.7%
- Avg. per client
- $223.8M
- Clients
- Not reported
- Regulatory AUM
- $103,338,219
- Share
- 0.1%
- Avg. per client
- —
- Clients
- 23
- Regulatory AUM
- $8,851,069,153
- Share
- 11.5%
- Avg. per client
- $384.8M
- Clients
- 19
- Regulatory AUM
- $13,470,246,457
- Share
- 17.6%
- Avg. per client
- $709.0M
- Clients
- 129
- Regulatory AUM
- $23,292,867,252
- Share
- 30.4%
- Avg. per client
- $180.6M
- Clients
- Not reported
- Regulatory AUM
- $2,307,831,485
- Share
- 3.0%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $72,992,049
- Share
- 0.1%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $175,600,067
- Share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 329
- Regulatory AUM
- $76,728,853,847
- Share
- 100%
- Avg. per client
- $233.2M
What it does
Pinebridge Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting and selecting other managers. It is paid through a percentage of assets and performance-based fees.
Pinebridge Investments advises 48 private funds.
85.7% of assets ($65.76B across 292 accounts) are managed with discretion; $10.97B across 62 accounts are not. 77% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks22%
- Funds2%
- Registered funds1%
- Pooled vehicles1%
- Bonds57%
- Investment grade corporate bonds33%
- High-yield corporate bonds17%
- U.S. government and agency bonds5%
- Sovereign bonds2%
- Cash3%
- Other15%
- Asset-backed securities, collateralized mortgage obligations, bank loans, private debt15%
Filed values cover 99%. The neutral 1% gap has no reported category.
Custodians
Pinebridge Investments’ client accounts are held mainly at State Street Bank & Trust, with 26% of managed assets, and The Bank of New York Mellon, with 16%. Pinebridge Investments has custody of $302.7M for 3 clients.
- State Street Bank & TrustState Street Bank & Trust Company · Boston, MA · $19.64B26%
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $12.46B16%
- All other custodians$44.63B58%
Ownership and leadership
Pinebridge Investments Holdings US LLC owns 75% or more of Pinebridge Investments.
- Owns 75% or more of Pinebridge Investments LLC
Pinebridge Investments Holdings US LLC
Control person · since September 2016
- Owns 75% or more of Pinebridge Investments Holdings US LLC
Metlife Investment Management Holdings, LLC
Control person · since December 2025
- Owns 75% or more of Metlife Investment Management Holdings, LLC
Metlife, Inc.
Control person · since December 2025
Leadership
- Brian FunkPresident
- Tracie AhernChief Financial Officer
- Michael KarpikChief Operating Officer
- William CorsonChief Compliance Officer
Staff
- 239 employees
- 122 in advisory functions
- 27 broker-dealer reps
- 1 soliciting firm
Reported holdings
Pinebridge Investments’ reported 13F holdings total $12.14B across 524 positions, and the ten largest make up 37.8% of it.
- $12.14B
- Reported 13F value
- 524
- Positions
- 37.8%
- In the 10 largest
- +2.3%
- Value vs. prior quarter
- Nvidia Corporation8.3%
- Apple Inc.5.2%
- Microsoft Corp.4.8%
- Alphabet Inc. Cap Stk CL A4.6%
- Broadcom Inc.3.1%
- Bank OF Amer Corp.2.9%
- Meta Platforms Inc. CL A2.8%
- Amazon Com Inc.2.6%
- JPMORGAN Chase And CO1.9%
- Alphabet Inc. Cap Stk CL C1.6%
Together, the ten largest are 37.8% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $12.14B is not its $76.73B in regulatory assets and does not represent any individual client's portfolio.
Fees
Pinebridge Investments is paid through a percentage of assets under management and performance-based fees.
Pinebridge Investments’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Pinebridge Investments has 5 offices, with 6 listed addresses across 6 states.
California · 1 listed address
- 11100 Santa Monica BLVD., Los Angeles
Connecticut · 1 listed address
- 228 Saugatuck Avenue, Westport
Florida · 1 listed address
- 2400 E Commercial BLVD, Fort Lauderdale
Massachusetts · 1 listed address
- 350 Lincoln Street, Hingham
New York · 1 listed address
- 65 East 55th Street, Park Avenue Tower, New YorkHQ
Texas · 1 listed address
- 2727 Allen Parkway, Houston
Registration details
- Legal name
- Pinebridge Investments LLC
- Headquarters
- 65 East 55th Street, Park Avenue Tower, New York, NY 10022
- Phone
- 646-857-8000
- Website
- www.pinebridge.com
- SEC file
- 801-108522
- 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 Pinebridge Investments have?
Pinebridge Investments has 329 clients and manages $76.7 billion for them, as of May 2026. They include 134 pooled investment vehicles, 129 insurance companies and 23 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026
What services does Pinebridge Investments offer?
Pinebridge Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pinebridge Investments use?
Pinebridge Investments’ separately managed account assets are held at State Street Bank & Trust Company (Boston, MA), with $19,636,569,256 and The Bank of New York Mellon (New York, NY), with $12,458,374,932. 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 Pinebridge Investments have?
Pinebridge Investments has 0 investment adviser representatives registered with state securities authorities, out of 239 employees, and 122 perform investment advisory functions. 27 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 Pinebridge Investments invest in?
At the end of its last fiscal year, Pinebridge Investments’ separately managed accounts held 33% investment grade corporate bonds, 22% exchange-traded equities, 17% high-yield corporate bonds, 15% asset-backed securities, collateralized mortgage obligations, bank loans, private debt, 5% U.S. government and agency bonds, 3% cash and equivalents, 2% sovereign bonds, 1% registered funds (mutual funds, ETFs, BDCs) and 1% pooled vehicles (private funds and similar). It advises 48 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 Pinebridge Investments?
Pinebridge Investments is owned through a chain of holding companies by Metlife, Inc. Its direct owner is Pinebridge Investments Holdings US LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026
How does Pinebridge Investments get paid?
Pinebridge Investments is paid through a percentage of assets under management and performance-based fees. 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