Liberty Mutual Group Asset Management Inc. (Boston)

Liberty Mutual Group Asset Management Inc. is a large advisory firm based in Boston. It manages $83 billion of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2011.

Liberty Mutual Group Asset Management provides 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.

Liberty Mutual Group Asset Management: assets under management

The assets under management (AUM) of Liberty Mutual Group Asset Management Inc. is $83 billion. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $78.41 billion in discretionary accounts and $4.59 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $911.77 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $328.01 million.

Liberty Mutual Group Asset Management has custody of $75.99 billion in cash and securities for 79 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Liberty Mutual Group Asset Management Inc. for their services and products based on a percentage of assets under management. 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.

Careers at Liberty Mutual Group Asset Management Inc.

Dennis James Langwell has been acting as President since 1 Apr 2011. Neeti Bhalla joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Liberty Mutual Group Inc.	Sole shareholder	1 Apr 2011	75% - 100%	04-3583679
Dennis James Langwell	Director	1 Apr 2011	Other	4714500
Christopher Charles Mansfield	Director	1 Apr 2011	Other	3129314
Scott Douglas Fitzhenry	Chief compliance officer	1 Apr 2011	Other	2534651
David Gerald Hayter	Treasurer	1 Apr 2011	Other	4816352
Anthony Alexander Fontanes	Director & chief executive officer & president	1 Apr 2011	Other	3129322
David Henry Long	Director & chairman of the board	1 Apr 2011	Other	5922242
Dexter Robert Legg	Secretary	1 Apr 2011	Other	5922243
Peter Merriman Birkey	Executive vice president	1 Sep 2011	Other	2169216
Michael Patrick Russell	Chief financial officer	1 Oct 2011	Other	6172463
Dexter Robert Legg	Director & secretary	1 Jan 2012	Other	5922243
James Francis Kelleher	Director	1 Jan 2013	Other	2614657
Neeti Bhalla	Executive vice president	1 Sep 2013	Other	4702551

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lmhc Massachusetts Holdings Inc.	Owner	1 Apr 2011	75% - 100%	04-3583680
Liberty Mutual Holding Company Inc.	Owner	1 Apr 2011	75% - 100%	04-3583681

Based in Boston

The principal office where Liberty Mutual Group Asset Management Inc. performs its advisory services is located at 157 Berkeley Street, Boston, MA 02116 The mailing address of the firm is 175 Berkeley Street, Boston, MA 02116. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-357-9500 or by fax 617-574-6984. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.