{
  "crd_number": 312176,
  "slug": "symetra-investment-management-company-farmington-ct-312176",
  "primary_business_name": "SYMETRA INVESTMENT MANAGEMENT COMPANY",
  "legal_name": "SYMETRA INVESTMENT MANAGEMENT COMPANY",
  "dbas": [],
  "city": "Farmington",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-01",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-23",
  "carried_forward": false,
  "raum_total": 88782069969.0,
  "raum_discretionary": 63975409931.0,
  "raum_non_discretionary": 24806660038.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 101,
  "advisory_employees": 61,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "insurance_companies": {
      "raum": 61149284674.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": 24795026813.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 420940573.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 2416817909.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/showcase/symetra-investment-management",
    "https://symetra.com/SIM"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312176",
  "city_as_filed": "FARMINGTON",
  "url": "https://advisorcensus.com/firm/symetra-investment-management-company-farmington-ct-312176",
  "display_name": "Symetra Investment Management Company",
  "summary": "Symetra Investment Management Company is an SEC-registered investment advisory firm in Farmington, CT, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 23, 2026.",
  "citation": "AdvisorCensus. Symetra Investment Management Company (CRD 312176): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Symetra Investment Management Company compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Symetra Investment Management Company reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Symetra Investment Management Company located?",
      "a": "Symetra Investment Management Company's principal office is in Farmington, CT, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Symetra Investment Management Company registered with the SEC or a state?",
      "a": "Symetra Investment Management Company is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312176."
    },
    {
      "q": "How much does Symetra Investment Management Company manage?",
      "a": "Symetra Investment Management Company reports $88,782,069,969 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (72% discretionary)."
    },
    {
      "q": "How have Symetra Investment Management Company's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Symetra Investment Management Company: Regulatory assets under management: $44,341,279,806 in the October 2021 data and $88,782,069,969 in the October 2026 data, up 100%. Total employees: 88 in October 2021 and 101 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Symetra Investment Management Company serve?",
      "a": "By number of clients on Form ADV Item 5.D: insurance companies (5); pooled investment vehicles (other than investment companies and business development companies) (2); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Which custodians does Symetra Investment Management Company use?",
      "a": "Symetra Investment Management Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Securities Services and Sumitomo Mitsui Trust Bank (U.S.A.) Limited as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Symetra Investment Management Company 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/312176"
    },
    {
      "q": "What changed in Symetra Investment Management Company's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 51 to 61. Regulatory assets under management went from $78,667,210,145 to $88,782,069,969 (+13%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 44341279806.0,
      "total_employees": 88,
      "filing_date": "2021-02-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 47917421250.0,
      "total_employees": 104,
      "filing_date": "2022-07-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 68176048738.0,
      "total_employees": 69,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 74598201884.0,
      "total_employees": 79,
      "filing_date": "2024-04-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 78667210145.0,
      "total_employees": 87,
      "filing_date": "2025-07-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 88782069969.0,
      "total_employees": 101,
      "filing_date": "2026-04-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 51 to 61.",
        "Regulatory assets under management went from $78,667,210,145 to $88,782,069,969 (+13%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "JP Morgan Securities Services",
      "name_as_filed": "JP MORGAN SECURITIES SERVICES",
      "affiliated": false
    },
    {
      "name": "Sumitomo Mitsui Trust Bank (U.S.A.) Limited",
      "name_as_filed": "SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED",
      "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/symetra-investment-management-company-farmington-ct-312176.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 420940573.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 24795026813.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 61149284674.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 2416817909.0
    }
  ],
  "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/312176",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}