# Metlife Investment Management, LLC

> Metlife Investment Management, LLC is an SEC-registered investment advisory firm in Whippany, NJ, registered since 2006, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 142463
- Filed as: METLIFE INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Whippany, NJ
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142463
- AdvisorCensus page: https://advisorcensus.com/firm/metlife-investment-management-llc-whippany-nj-142463

## Quick answers

**How is Metlife Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Metlife Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Metlife Investment Management, LLC located?**
Metlife Investment Management, LLC's principal office is in Whippany, NJ, according to its Form ADV; the June 2026 filing also lists 11 other offices (Schedule D, Section 1.F).

**Is Metlife Investment Management, LLC registered with the SEC or a state?**
Metlife Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 142463.

**How much does Metlife Investment Management, LLC manage?**
Metlife Investment Management, LLC reports $563,779,494,417 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (99% discretionary).

**How have Metlife Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Metlife Investment Management, LLC: Regulatory assets under management: $556,561,408,287 in the October 2021 data and $563,779,494,417 in the October 2026 data, up 1%. Total employees: 972 in October 2021 and 956 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Metlife Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (87); insurance companies (74); pooled investment vehicles (other than investment companies and business development companies) (46).

**Which custodians does Metlife Investment Management, LLC use?**
Metlife Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Chase as a custodian holding 10% or more of its separately managed account assets.

**Does Metlife Investment Management, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct) and 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142463

**What changed in Metlife Investment Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- JP Morgan Chase

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: $563,779,494,417
- Discretionary: $560,911,238,227
- Non-discretionary: $2,868,256,190

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | Fewer than 5 | $51,360,971 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 16 | $30,045,800,806 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 46 | $25,363,698,484 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 87 | $30,687,043,623 |
| Charitable organizations | 26 | $702,476,638 |
| State or municipal government entities (including government pension plans) | 41 | $10,036,617,009 |
| Other investment advisers | Fewer than 5 | $384,689,151 |
| Insurance companies | 74 | $454,955,725,872 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 27 | $10,779,679,170 |
| Other | Fewer than 5 | $772,402,693 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- 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)

### Firm details
- Registered since: 2006 (19 years)
- Employees: 956 total, 695 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DC, FL, GA, IL, KS, LA, NJ, NY, PA, TN, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142463

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Atlanta, GA
- Chicago, IL
- Dallas, TX
- El Segundo, CA
- Fresno, CA
- Germantown, TN
- Los Angeles, CA
- Overland Park, KS
- Philadelphia, PA
- San Francisco, CA
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- [investments.metlife.co.uk](https://investments.metlife.co.uk)
- [investments.metlife.com](https://investments.metlife.com)
- [investments.metlife.com/europe](https://investments.metlife.com/europe)
- LinkedIn @metlife-investment-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $556,561,408,287 | 972 | September 30, 2021 |
| October 2022 | $557,975,303,369 | 990 | September 27, 2022 |
| October 2023 | $481,198,610,149 | 1,081 | September 5, 2023 |
| October 2024 | $499,516,358,508 | 925 | April 9, 2024 |
| October 2025 | $508,892,646,764 | 960 | May 6, 2025 |
| October 2026 | $563,779,494,417 | 956 | May 11, 2026 |

Regulatory assets under management: $556,561,408,287 in the October 2021 data and $563,779,494,417 in the October 2026 data, up 1%.
Total employees: 972 in October 2021 and 956 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 688 to 695.
- Regulatory assets under management went from $508,892,646,764 to $563,779,494,417 (+11%).

### March 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Changed its office addresses in Dallas, TX.
- Changed its office addresses in San Francisco, CA.
- Changed its office addresses in Washington, DC.
- Added an office in El Segundo, CA.
- No longer lists an office in Chicago, IL.
- No longer lists an office in Manhattan Beach, CA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Metlife Investment Management, LLC (CRD 142463): Form ADV filing data as of October 2026.