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SYMETRA INVESTMENT MANAGEMENT COMPANY
CRD 312176File 801-120578
APPROVED
Custody
Filing as of Apr 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.