Symetra Investment Management Company
- Regulatory AUM
- $88.8B
- Discretionary
- $64.0B
- Clients
- 10
- Avg AUM / client
- $8.9B
- Accounts
- 76
- Employees
- 101
AUM over time
Annual snapshots from Form ADV filings · as of Apr 23, 2026
Asset allocation (SMA assets by investment type)
as of Apr 23, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $421M | 0.47% |
| Other investment advisers | 1 | $24.8B | 27.9% |
| Insurance companies | 5 | $61.1B | 68.9% |
| Corporations and other businesses | 2 | $2.4B | 2.72% |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elder, Colin, Michael | Senior Managing Director, Head Of Commercial Mortgage Loans | Dec 2019 (7y) | Less than 5% | |
| Hunt, Mark, Edward | President | Dec 2019 (7y) | Less than 5% | |
| Moskovit, Evan, Scott | Senior Managing Director And Head Of Corporate Fixed Income | Dec 2019 (7y) | Less than 5% | |
| Mocciolo, Nicholas, Paul | Senior Managing Director, Head Of Insurance Management | Dec 2019 (7y) | Less than 5% | |
| Guajardo, Yvonne, Marie | Senior Managing Director, Head Of Private Placements Debt | Mar 2020 (6y) | Less than 5% | |
| Yang, Eu Seng | Senior Managing Director, Head Of High Yield And Bank Loan Debt | Aug 2020 (6y) | Less than 5% | |
| Herlihy, Robert, Steven | Managing Director, Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Sklar, Kevin, Alan | Senior Managing Director, Treasurer & Chief Financial Officer | Feb 2021 (6y) | Less than 5% | |
| Gould, Andrew, M.A. | Senior Managing Director, General Counsel | Sep 2023 (3y) | Less than 5% | |
| Flynn, John, M | Senior Managing Director, Head Of Business Development And Marketing | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Symetra Financial Corporation | Sole Shareholder | Jun 2019 | A | 75% or more |
| Sumitomo Life Insurance Company | Sole Shareholder | Feb 2016 | B | ≈ 56.25% – 100% via Symetra Financial Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sumitomo Life Insurance Company: 75% – 100% of Symetra Financial Corporation × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 1.42 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $51.4B (58% of AUM) Apr 2026
- Sumitomo Mitsui Trust Bank, Limited. $24.8B (28% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗