← Directory
SYMETRA INVESTMENT MANAGEMENT COMPANY
CRD 312176File 801-120578
APPROVED
Custody
Filing as of Apr 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$88.78B
Top 10% of cohort (national)
Discretionary AUM
$63.98B
Non-discretionary $24.81B
Clients
10
76 accounts
Employees
101
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 1, 2021
- Principal office
- 308 FARMINGTON AVENUE, 3RD FLOOR, FARMINGTON, CT, 06032
- Phone
- 860-370-7812
- Website
- HTTP://WWW.SYMETRA.COM/SIM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $88.78B
- Discretionary AUM
- $63.98B
- Non-discretionary AUM
- $24.81B
- Discretionary accounts
- 69
- Non-discretionary accounts
- 7
- Total accounts
- 76
- AUM per client
- $8.88B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.42B |
| Insurance companies | 5 | $61.15B |
| Other investment advisers | Fewer than 5 | $24.80B |
| Pooled investment vehicles | 2 | $420.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 87 | 101 | increased by14 |
| Apr 1, 2026 | Clients | 9 | 10 | increased by1 |
| Apr 1, 2026 | AUM | $78,667,210,145 | $88,782,069,969 | increased by$10,114,859,824 |
| Apr 1, 2026 | Accounts | 543 | 76 | decreased by467 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 104 | 87 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 9 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $47,917,421,250 | $78,667,210,145 | increased by$30,749,788,895 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 543 | increased by537 |
| Apr 1, 2022 | Employees | 88 | 104 | increased by16 |
| Apr 1, 2022 | AUM | $44,341,279,806 | $47,917,421,250 | increased by$3,576,141,444 |
| 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 “SYMETRA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SYMETRA INVESTMENT” 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.