Clients
Symetra Investment Management serves 10 clients, 5 of them insurance companies. The average client has about $8.88 billion with the firm.
- Other investment advisers1 clients28%
- Insurance companies5 clients69%
- Corporations and other businesses2 clients3%
- Pooled investment vehicles2 clients0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $420,940,573 | 0.5% | $210.5M |
| Other investment advisers | 1 | $24,795,026,813 | 27.9% | $24.80B |
| Insurance companies | 5 | $61,149,284,674 | 68.9% | $12.23B |
| Corporations and other businesses | 2 | $2,416,817,909 | 2.7% | $1.21B |
| Total | 10 | $88,782,069,969 | 100% | $8.88B |
- Clients
- 2
- Regulatory AUM
- $420,940,573
- Share
- 0.5%
- Avg. per client
- $210.5M
- Clients
- 1
- Regulatory AUM
- $24,795,026,813
- Share
- 27.9%
- Avg. per client
- $24.80B
- Clients
- 5
- Regulatory AUM
- $61,149,284,674
- Share
- 68.9%
- Avg. per client
- $12.23B
- Clients
- 2
- Regulatory AUM
- $2,416,817,909
- Share
- 2.7%
- Avg. per client
- $1.21B
Total
- Clients
- 10
- Regulatory AUM
- $88,782,069,969
- Share
- 100%
- Avg. per client
- $8.88B
What it does
Symetra Investment Management provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets and performance-based fees.
Symetra Investment Management advises 1 private funds.
72.1% of assets ($63.98B across 69 accounts) are managed with discretion; $24.81B across 7 accounts are not. 32% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds17%
- Pooled vehicles16%
- Registered funds1%
- Bonds65%
- Investment grade corporate bonds60%
- U.S. government and agency bonds4%
- High-yield corporate bonds1%
- Cash2%
- Other16%
- Bank loans, commercial mortgage loans and other.14%
- Derivatives2%
Custodians
Symetra Investment Management’s client accounts are held mainly at J.P. Morgan, with 58% of managed assets, and Sumitomo Mitsui Trust Bank (u.s.a.) Limited, with 28%. Symetra Investment Management has custody of $63.52B for 7 clients.
- J.P. MorganJP Morgan Chase Bank, N.A. · New York, NY · $51.42B58%
- Sumitomo Mitsui Trust Bank (u.s.a.) LimitedSumitomo Mitsui Trust Bank (u.s.a.) Limited · Hoboken, NJ · $24.80B28%
- All other custodians$12.56B14%
Ownership and leadership
Symetra Financial Corporation owns 75% or more of Symetra Investment Management.
- Owns 75% or more of Symetra Investment Management Company
Symetra Financial Corporation
Control person · since June 2019
- Owns 75% or more of Symetra Financial Corporation
Sumitomo Life Insurance Company
Control person · since February 2016
Leadership
- Anita KerrSenior Managing Director, Interim Co-President Head of Business Strategy & Operations
- Nicholas MoccioloSenior Managing Director, Interim Co-President & Chief Investment Officer
- Kevin SklarSenior Managing Director, Treasurer & Chief Financial Officer
- Robert HerlihyManaging Director, Chief Compliance Officer
- Colin ElderSenior Managing Director, Head of Commercial Mortgage Loans
- John FlynnSenior Managing Director, Head of Business Development and Marketing
- Glenn GordonSenior Managing Director, Head of Structured Finance
- Andrew GouldSenior Managing Director, General Counsel
- Yvonne GuajardoSenior Managing Director, Head of Private Placements Debt
- Mark PelletierSenior Managing Director, Head of Clo, High Yield, and Bank Loan Management
- Brian StanickSenior Managing Director, Head of Public Investment Grade Corporate Fixed Income
Staff
- 101 employees
- 61 in advisory functions
Reported holdings
Symetra Investment Management’s reported 13F holdings total $1.14M across 6 positions, and the ten largest make up 100.0% of it.
- $1.14M
- Reported 13F value
- 6
- Positions
- 100.0%
- In the 10 largest
- −0.9%
- Value vs. prior quarter
- Vanguard Scottsdale Fds · Int-term Corp.37.7%
- Vanguard · Index Fds Total Stk Mkt34.2%
- Blackrock, Inc.. · iShares TR Iboxx HI YD ETF7.9%
- Invesco Ltd · Invesco Exch Traded FD TR II SR LN ETF7.5%
- Blackrock, Inc.. · Invesco DB Multi-sector Comm Energy FD7.2%
- State Street Corporation · Ssga Active ETF TR Blackstone Senr5.5%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $1.14M is not its $88.78B in regulatory assets and does not represent any individual client's portfolio.
Fees
Symetra Investment Management is paid through a percentage of assets under management and performance-based fees.
Symetra 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, Symetra Investment Management has 1 office, with 2 listed addresses across 2 states.
Connecticut · 1 listed address
- 308 Farmington Avenue, 3rd Floor, FarmingtonHQ
Washington · 1 listed address
- 777 108th Avenue Ne, Bellevue
Registration details
- Legal name
- Symetra Investment Management Company
- Headquarters
- 308 Farmington Avenue, 3rd Floor, Farmington, CT 06032
- Phone
- 860-370-7812
- Website
- www.symetra.com/sim
- SEC file
- 801-120578
- Structure
- Delaware corporation
- 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 Symetra Investment Management have?
Symetra Investment Management has 10 clients and manages $88.8 billion for them, as of April 2026. They include 5 insurance companies, 2 pooled investment vehicles and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 April 2026
What services does Symetra Investment Management offer?
Symetra Investment Management provides 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 Symetra Investment Management use?
Symetra Investment Management’s separately managed account assets are held at JP Morgan Chase Bank, N.A. (New York, NY), with $51,424,493,751 and Sumitomo Mitsui Trust Bank (u.s.a.) Limited (Hoboken, NJ), with $24,795,026,813. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 April 2026
How many financial advisors does Symetra Investment Management have?
Symetra Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 101 employees, and 61 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
What does Symetra Investment Management invest in?
At the end of its last fiscal year, Symetra Investment Management’s separately managed accounts held 60% investment grade corporate bonds, 16% pooled vehicles (private funds and similar), 14% bank loans, commercial mortgage loans and other., 4% U.S. government and agency bonds, 2% derivatives, 2% cash and equivalents, 1% high-yield corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs). It advises 1 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 Symetra Investment Management?
Symetra Investment Management is owned through a holding company by Sumitomo Life Insurance Company. Its direct owner is Symetra Financial Corporation (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 April 2026
How does Symetra Investment Management get paid?
Symetra Investment Management 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