Symetra Investment Management Company is an SEC registered investment adviser organized as a corporation with a primary office location in Farmington, CT. Its latest Form ADV filing, dated April 23, 2026, reports $88.8B in regulatory assets under management, 101 employees, 1 office, and 76 accounts.
Assets Under Management
$88.8B
Employees
101
Offices
1 office
Total Clients
10
Primary office
FARMINGTON, CT
308 FARMINGTON AVENUE, 3RD FLOOR, FARMINGTON, CT, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentInsurance Cos. represent 50.0% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
50.0%
5
2
Pooled Investment Vehicles
20.0%
2
3
Corporations
20.0%
2
4
Other Advisers
10.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$88.8Bas of April 23, 2026
Discretionary72.1%
$64.0B
72% of total RAUM72.1%
Non-discretionary27.9%
$24.8B
28% of total RAUM27.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$88.8B
Total Accounts76
10Y AUM Change+$44.4B (+100.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees101
Clients per Employee0:1
10Y Employee Change+13 (+14.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.