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COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
CRD 150088File 801-70159
APPROVED
Custody
Filing as of Aug 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$121.05B
Top 10% of cohort (national)
Discretionary AUM
$121.05B
Clients
41
616 accounts
Employees
419
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 13, 2009
- Principal office
- 30 HUDSON STREET, FLOOR 18, JERSEY CITY, NJ, 07302
- Phone
- 212-458-6082
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $121.05B
- Discretionary AUM
- $121.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 616
- Non-discretionary accounts
- 0
- Total accounts
- 616
- AUM per client
- $2.95B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $0 |
| Insurance companies | 14 | $115.30B |
| Other investment advisers | 5 | $745.8M |
| Pooled investment vehicles | 16 | $5.01B |
| Banking or thrift institutions | 1 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — BILLED AT COST OF SERVICE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | AUM | $121,463,046,499 | $121,054,530,542 | decreased by$408,515,957 |
| Apr 1, 2026 | Employees | 462 | 419 | decreased by43 |
| Apr 1, 2026 | Clients | 43 | 41 | decreased by2 |
| Apr 1, 2026 | AUM | $112,267,928,364 | $121,463,046,499 | increased by$9,195,118,135 |
| Apr 1, 2026 | Accounts | 48 | 616 | increased by568 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 837 | 462 | decreased by375 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 70 | 43 | decreased by27 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $308,474,560,211 | $112,267,928,364 | decreased by$196,206,631,847 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 91 | 48 | decreased by43 |
| Apr 1, 2022 | Employees | 1,003 | 837 | decreased by166 |
| Apr 1, 2022 | Clients | 82 | 70 | decreased by12 |
| Apr 1, 2022 | AUM | $338,016,899,475 | $308,474,560,211 | decreased by$29,542,339,264 |
| Apr 1, 2022 | Accounts | 82 | 91 | increased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COREBRIDGE INSTITUTIONAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COREBRIDGE INSTITUTIONAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.