# Ssga Funds Management, Inc.

> Ssga Funds Management, Inc. is an SEC-registered investment advisory firm in Boston, MA, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 111242
- Filed as: SSGA FUNDS MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111242
- AdvisorCensus page: https://advisorcensus.com/firm/ssga-funds-management-inc-boston-ma-111242

## Quick answers

**How is Ssga Funds Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Ssga Funds Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ssga Funds Management, Inc. located?**
Ssga Funds Management, Inc.'s principal office is in Boston, MA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Ssga Funds Management, Inc. registered with the SEC or a state?**
Ssga Funds Management, Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111242.

**How much does Ssga Funds Management, Inc. manage?**
Ssga Funds Management, Inc. reports $1,420,653,842,286 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**How have Ssga Funds Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Ssga Funds Management, Inc.: Regulatory assets under management: $654,474,852,673 in the October 2021 data and $1,420,653,842,286 in the October 2026 data, up 117%. Total employees: 295 in October 2021 and 241 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ssga Funds Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: investment companies (264); other (51); pooled investment vehicles (other than investment companies and business development companies) (16).

**Which custodians does Ssga Funds Management, Inc. use?**
Ssga Funds Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Ssga Funds Management, Inc. report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years) and 11.H(2) (pending civil proceeding). 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/111242

**What changed in Ssga Funds Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 219 to 220. Regulatory assets under management went from $1,173,445,486,438 to $1,420,653,842,286 (+21%). Changed its office addresses in Stamford, CT. Added an office in Quincy, MA.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- State Street Bank and Trust Company (affiliated with the firm)

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: $1,420,653,842,286
- Discretionary: $1,420,653,842,286
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 264 | $1,368,245,348,563 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 16 | $38,021,628,377 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $14,386,865,346 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 51 | $0 |

### Advisory services (Item 5.G)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2001 (25 years)
- Employees: 241 total, 220 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CT
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

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/111242

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Quincy, MA
- Scottsdale, AZ
- Stamford, CT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $654,474,852,673 | 295 | August 27, 2021 |
| October 2022 | $894,513,485,797 | 264 | August 29, 2022 |
| October 2023 | $841,529,842,790 | 250 | August 29, 2023 |
| October 2024 | $1,014,331,002,469 | 243 | August 28, 2024 |
| October 2025 | $1,173,445,486,438 | 238 | March 31, 2025 |
| October 2026 | $1,420,653,842,286 | 241 | August 28, 2026 |

Regulatory assets under management: $654,474,852,673 in the October 2021 data and $1,420,653,842,286 in the October 2026 data, up 117%.
Total employees: 295 in October 2021 and 241 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 219 to 220.
- Regulatory assets under management went from $1,173,445,486,438 to $1,420,653,842,286 (+21%).
- Changed its office addresses in Stamford, CT.
- Added an office in Quincy, MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ssga Funds Management, Inc. (CRD 111242): Form ADV filing data as of October 2026.