# Corebridge Institutional Investments (U.S.), LLC

> 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.

- CRD: 150088
- Filed as: COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jersey City, NJ
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150088
- AdvisorCensus page: https://advisorcensus.com/firm/corebridge-institutional-investments-u-s-llc-jersey-city-nj-150088

## Quick answers

**How is Corebridge Institutional Investments (U.S.), LLC compensated?**
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.

**Where is Corebridge Institutional Investments (U.S.), LLC located?**
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).

**Is Corebridge Institutional Investments (U.S.), LLC registered with the SEC or a state?**
Corebridge Institutional Investments (U.S.), LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150088.

**How much does Corebridge Institutional Investments (U.S.), LLC manage?**
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).

**How have Corebridge Institutional Investments (U.S.), LLC's assets and staff changed since 2021?**
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.

**What types of clients does Corebridge Institutional Investments (U.S.), LLC serve?**
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).

**Which custodians does Corebridge Institutional Investments (U.S.), LLC use?**
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.

**Does Corebridge Institutional Investments (U.S.), LLC report any disciplinary disclosures?**
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

**Does Corebridge Institutional Investments (U.S.), LLC state an account minimum?**
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."

**What changed in Corebridge Institutional Investments (U.S.), LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026)

- Account minimum: None

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Capital Markets, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $121,054,530,542
- Discretionary: $121,054,530,542
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 1 | $0 |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 16 | $5,012,476,965 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 5 | $745,765,159 |
| Insurance companies | 14 | $115,296,288,418 |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 5 | $0 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 419 total, 248 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, GA, NC, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Atlanta, GA
- Durham, NC
- El Segundo, CA
- Houston, TX
- Jersey City, NJ
- New York, NY
- Norwalk, CT
- San Francisco, CA
- Woodland Hills, CA

### Websites listed on Form ADV (Item 1.I)
- [corebridgefinancial.com](https://corebridgefinancial.com)
- [corebridgefinancial.com/what-we-offer/institutional-markets/commercial-mortgage-lending](https://corebridgefinancial.com/what-we-offer/institutional-markets/commercial-mortgage-lending)
- [corebridgefinancial.com/what-we-offer/institutional-markets/realestate](https://corebridgefinancial.com/what-we-offer/institutional-markets/realestate)
- LinkedIn @corebridgefinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $338,016,899,475 | 1,003 | August 19, 2021 |
| October 2022 | $308,474,560,211 | 837 | March 31, 2022 |
| October 2023 | $126,307,875,428 | 620 | June 29, 2023 |
| October 2024 | $139,894,636,150 | 511 | July 10, 2024 |
| October 2025 | $112,267,928,364 | 462 | May 21, 2025 |
| October 2026 | $121,054,530,542 | 419 | August 13, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corebridge Institutional Investments (U.S.), LLC (CRD 150088): Form ADV filing data as of October 2026.