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GE INVESTMENT MANAGEMENT

Legal name: GE INVESTMENT MANAGEMENT CORP

CRD 323648File 801-126850
APPROVED
Custody
Disclosure events
Filing as of Jan 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$24.36B
Top 10% of cohort (national)
Discretionary AUM
$24.36B
Clients
1
1 accounts
Employees
5
Top 10% of cohort in CT

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
BRO
Registration date
Nov 21, 2022
Principal office
901 MAIN AVENUE, THE TOWERS AT MERRITT RIVER, NORWALK, CT, 06851
Phone
203-229-1145
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$24.36B
Discretionary AUM
$24.36B
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$24.36B

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles1$24.36B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — COST REIMBURSEMENT

Advisory activities

  • Selection of other advisers
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11C5

Filed changes

DateFieldFromToChange
Feb 1, 2026Employees175decreased by12
Feb 1, 2026AUM$24,423,211,290$24,357,919,148decreased by$65,292,142
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GE INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GE 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.