Metlife Investment Advisors, LLC is a large advisory firm based in Whippany. It manages $461.02 billion of regulatory assets for 576 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, District of Columbia, Georgia, and 5 other states.
Metlife Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Metlife Investment Advisors, LLC is $461.02 billion. The firm's AUM has grown by 775% since the beginning of its operation, and $59.69 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Metlife Investment Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, and pooled investment vehicles. The largest group of clients of Steven Jeffrey Goulart is insurance companies with 23 clients and $443.88 billion of assets under management. Among the 12 most similar advisory firms, Metlife Investment Advisors has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $459.13 billion for 35 clients. 38% of the firm’s clients are foreign persons or businesses.
Metlife Investment Advisors also advises several private funds. Namely, four hedge funds and two private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.
The company employs 937 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Steven Jeffrey Goulart has been acting as President since 1 May 2011. Hugh Gerard Mccrory joined the executive team most recently as the Chief Counsel And Corporate Secretary (Chief Legal Officer).
The principal office where Metlife Investment Advisors, LLC performs its advisory services is located at One Metlife Way, Whippany, NJ 07981 The mailing address of the firm is One Metlife Way, Whippany, NJ 07981. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-355-4000. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at metlife.com/investments/.