Brighthouse Investment Advisers, LLC is a large advisory firm based in Boston. It manages $158.11 billion of regulatory assets for 9,278 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Brighthouse Investment Advisers provides portfolio management for investment companies, selection of other advisers, and asset allocation services following the recommendations of an independent third-party consultant.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brighthouse Investment Advisers, LLC is $158.11 billion. The firm's AUM has grown by 12% since the beginning of its operation, and $135.01 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Brighthouse Investment Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and investment companies. The largest group of clients of Brighthouse Investment Advisers is investment companies with 72 clients and $156.59 billion of assets under management. Among the 10 most similar advisory firms, Brighthouse Investment Advisers has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $158.11 billion for 9,278 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Brighthouse Investment Advisers doesn't advise any private funds.
The company employs 27 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Brighthouse Investment Advisers, LLC performs its advisory services is located at One Financial Center, Boston, MA 02111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 980-949-5130 or by fax 617-330-5051. The normal business hours are 9 am to 5 pm on Monday - Friday.