{
  "crd_number": 150088,
  "slug": "corebridge-institutional-investments-u-s-llc-jersey-city-nj-150088",
  "primary_business_name": "COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC",
  "legal_name": "COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC",
  "dbas": [],
  "city": "Jersey City",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-05-13",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-08-13",
  "carried_forward": false,
  "raum_total": 121054530542.0,
  "raum_discretionary": 121054530542.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 419,
  "advisory_employees": 248,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": null,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 1
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": 115296288418.0,
      "count": 14
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 745765159.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 5012476965.0,
      "count": 16
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "GA",
    "NC",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://corebridgefinancial.com",
    "https://corebridgefinancial.com/what-we-offer/institutional-markets/commercial-mortgage-lending",
    "https://corebridgefinancial.com/what-we-offer/institutional-markets/realestate",
    "https://linkedin.com/company/corebridgefinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150088",
  "city_as_filed": "JERSEY CITY",
  "url": "https://advisorcensus.com/firm/corebridge-institutional-investments-u-s-llc-jersey-city-nj-150088",
  "display_name": "Corebridge Institutional Investments (U.S.), LLC",
  "summary": "Corebridge Institutional Investments (U.S.), LLC is an SEC-registered investment advisory firm in Jersey City, NJ, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 13, 2026.",
  "citation": "AdvisorCensus. Corebridge Institutional Investments (U.S.), LLC (CRD 150088): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Corebridge Institutional Investments (U.S.), LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Corebridge Institutional Investments (U.S.), LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is Corebridge Institutional Investments (U.S.), LLC located?",
      "a": "Corebridge Institutional Investments (U.S.), LLC's principal office is in Jersey City, NJ, according to its Form ADV; the September 2026 filing also lists 9 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Corebridge Institutional Investments (U.S.), LLC registered with the SEC or a state?",
      "a": "Corebridge Institutional Investments (U.S.), LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150088."
    },
    {
      "q": "How much does Corebridge Institutional Investments (U.S.), LLC manage?",
      "a": "Corebridge Institutional Investments (U.S.), LLC reports $121,054,530,542 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Corebridge Institutional Investments (U.S.), LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Corebridge Institutional Investments (U.S.), LLC: Regulatory assets under management: $338,016,899,475 in the October 2021 data and $121,054,530,542 in the October 2026 data, down 64%. Total employees: 1,003 in October 2021 and 419 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Corebridge Institutional Investments (U.S.), LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (16); insurance companies (14); other investment advisers (5)."
    },
    {
      "q": "Which custodians does Corebridge Institutional Investments (U.S.), LLC use?",
      "a": "Corebridge Institutional Investments (U.S.), LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Corebridge Institutional Investments (U.S.), LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150088"
    },
    {
      "q": "Does Corebridge Institutional Investments (U.S.), LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 13, 2026 says: \"There are currently no minimums to opening an account; however, CIIUS has the option to decline to accept an appointment for any reason, including due to proposed account size.\""
    },
    {
      "q": "What changed in Corebridge Institutional Investments (U.S.), LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 265 to 248. Changed its office addresses in El Segundo, CA. Changed its office addresses in Houston, TX. Changed its office addresses in Jersey City, NJ. Changed its office addresses in Norwalk, CT. Added an office in New York, NY. Added an office in Woodland Hills, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 338016899475.0,
      "total_employees": 1003,
      "filing_date": "2021-08-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 308474560211.0,
      "total_employees": 837,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 126307875428.0,
      "total_employees": 620,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 139894636150.0,
      "total_employees": 511,
      "filing_date": "2024-07-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 112267928364.0,
      "total_employees": 462,
      "filing_date": "2025-05-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 121054530542.0,
      "total_employees": 419,
      "filing_date": "2026-08-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 265 to 248.",
        "Changed its office addresses in El Segundo, CA.",
        "Changed its office addresses in Houston, TX.",
        "Changed its office addresses in Jersey City, NJ.",
        "Changed its office addresses in Norwalk, CT.",
        "Added an office in New York, NY.",
        "Added an office in Woodland Hills, CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There are currently no minimums to opening an account; however, CIIUS has the option to decline to accept an appointment for any reason, including due to proposed account size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There are currently no minimums to opening an account; however, CIIUS has the option to decline to accept an appointment for any reason, including due to proposed account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon Capital Markets, LLC",
      "name_as_filed": "BNY MELLON CAPITAL MARKETS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/corebridge-institutional-investments-u-s-llc-jersey-city-nj-150088.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 1,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 5012476965.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 5,
      "fewer_than_5": false,
      "raum": 745765159.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 14,
      "fewer_than_5": false,
      "raum": 115296288418.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150088",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}