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Sunamerica Asset Management

SEC-registered adviser since 1983New York, NYCRD 107338

$42.2B
AUM
73
Clients
See fees
Fee
8
Advisory staff

From Form ADV filed 1 July 2026 · data retrieved 15 October 2026SEC record

Sunamerica Asset Management is an investment adviser headquartered in New York, New York, and registered with the SEC since 1983. Its clients include investment companies.

Its services include portfolio management for investment companies and selecting other managers. Fee arrangements include a percentage of assets under management. Venerable Holdings, Inc. owns 75% or more of Sunamerica Asset Management.

Clients

Sunamerica Asset Management serves 73 clients. The average client has about $578 million with the firm.

Regulatory assets by client type
  • Investment companies73 clients100%
Show client breakdown
Investment companies
Clients
73
Regulatory AUM
$42,158,773,377
Share
100.0%
Avg. per client
$577.5M

Total

Clients
73
Regulatory AUM
$42,158,773,377
Share
100%
Avg. per client
$577.5M

What it does

Sunamerica Asset Management provides portfolio management for investment companies and selecting other managers. It is paid through a percentage of assets.

Sunamerica Asset Management provided financial planning to 0 clients last fiscal year and advises no private funds.

100.0% of assets ($42.16B across 73 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Sunamerica Asset Management does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$42.16B100%

Ownership and leadership

Venerable Holdings, Inc. owns 75% or more of Sunamerica Asset Management.

Who owns the firm
Sunamerica Asset Management, LLC· the adviser

  • Venerable Holdings, Inc.

    Control person · since January 2026

    Owns 75% or more of Sunamerica Asset Management, LLC

Leadership

  • MICHAL Lopatin
    Director & President
  • John Genoy
    Director & Chief Operating Officer
  • Matthew Hackethal
    Chief Compliance Officer
  • John Halpin
    VP and Treasurer
  • Kristina Magolis
    General Counsel & Secretary
  • Andrew Sheridan
    SVP & Head of Adviser Investments

Staff

  • 57 employees
  • 8 in advisory functions

Fees

Sunamerica Asset Management is paid through a percentage of assets under management.

Sunamerica Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Sunamerica Asset Management has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

New York · 1 listed address

  • One World Trade Center, Suite J, 49th Floor, New YorkHQ

Registration details

Legal name
Sunamerica Asset Management, LLC
Headquarters
One World Trade Center, Suite J, 49th Floor, New York, NY 10007
Phone
800-858-8850
Website
Not reported
SEC file
801-19813
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 Sunamerica Asset Management have?

Sunamerica Asset Management has 73 clients and manages $42.2 billion for them, as of July 2026.

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

What services does Sunamerica Asset Management offer?

Sunamerica Asset Management provides portfolio management for investment companies and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Sunamerica Asset Management have?

Sunamerica Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 57 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Sunamerica Asset Management?

Sunamerica Asset Management is owned through a chain of holding companies by Apollo Asset Management, Inc, Apollo Hybrid Value Overseas Partners (delaware 892), L.P., Athora Europe Holding (bermuda) LTD and Athora Holding Limited. Its direct owner is Venerable Holdings, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026

How does Sunamerica Asset Management get paid?

Sunamerica Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees 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 1 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 107338.

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 Sunamerica Asset Management, 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.