Brighthouse Investment Advisers, Llc
- Regulatory AUM
- $133B
- Discretionary
- $131B
- Clients
- 5,705
- Avg AUM / client
- $23.2M
- Accounts
- 5,705
- Employees
- 29
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,633 | $1.4B | 1.06% |
| Investment companies | 72 | $131B | 98.9% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Slavin, Kristi, Nmn | President, Chief Executive Officer And Chair Of The Board Of Managers | May 2016 (10y) | Less than 5% | |
| Santry, Terrence, Timothy | Senior Vice President And Treasurer | Aug 2017 (9y) | Less than 5% | |
| Otis, Alan, Ronald | Executive Vice President And Member Of The Board Of Managers | Mar 2021 (5y) | Less than 5% | |
| Koska, Anna, Nmn | Vice President And Member Of The Board Of Managers | Jun 2022 (4y) | Less than 5% | |
| Hellmann, Katie, Elizabeth | Chief Compliance Officer And Senior Vice President | Mar 2023 (3y) | Less than 5% | |
| Watterson, Thomas, Hilary | Executive Vice President, Chief Legal Officer, Secretary And Member Of The Board Of Managers | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brighthouse Holdings, Llc | Member Of The Board Of Managers | Aug 2017 | A | 75% or more |
| Brighthouse Financial, Inc. | Parent Of Brighthouse Holdings, Llc | Aug 2017 | B | ≈ 56.25% – 100% via Brighthouse Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brighthouse Financial, Inc.: 75% – 100% of Brighthouse Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.
Services
- • Portfolio management for investment companies
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Brighthouse Life Insurance Company $1.4B (1% of AUM) Mar 2026
- State Street $1.4B (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗