Corebridge Institutional Investments (U.S.), Llc
- Regulatory AUM
- $121B
- Discretionary
- $121B
- Clients
- 41
- Avg AUM / client
- $3.0B
- Accounts
- 616
- Employees
- 419
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Asset allocation (SMA assets by investment type)
as of Jul 10, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 1 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 16 | $5.0B | 4.14% |
| Other investment advisers | 5 | $746M | 0.62% |
| Insurance companies | 14 | $115B | 95.2% |
| Corporations and other businesses | 5 | $0 | — |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $6.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Corebridge Deco Ii, Llc | Private Equity Fund | Delaware | $1.6B | 3 |
| Corebridge U.S. Real Estate Fund Ii, Lp master | Private Equity Fund | Delaware | $1.2B | 7 |
| Corebridge U.S. Real Estate Fund Iv, Lp master | Private Equity Fund | Delaware | $912M | 17 |
| Corebridge Europe Real Estate Fund Ii S.C.Sp master | Private Equity Fund | Luxembourg | $761M | 9 |
| Corebridge U.S. Real Estate Fund Iii, Lp | Private Equity Fund | Delaware | $693M | 8 |
| Corebridge U.S. Real Estate Fund I, Lp master | Private Equity Fund | Delaware | $670M | 7 |
| Corebridge Europe Real Estate Fund I S.C.Sp master | Private Equity Fund | Luxembourg | $432M | 9 |
| Corebridge U.S. Real Estate Fund Iv Development Sidecar, Lp master | Private Equity Fund | Delaware | $252M | 7 |
| Corebridge U.S. Real Estate Fund Iv Co Investment I, Lp | Private Equity Fund | Delaware | $65.8M | 2 |
| Sifc Consortium I, L.P. | Private Equity Fund | United Kingdom | $51.9M | 4 |
| Corebridge Real Estate Opportunity X South Korea, L.P. master | Private Equity Fund | United Kingdom | $33.4M | 20 |
| Sifc Consortium Ii, L.P. | Private Equity Fund | United Kingdom | $14.1M | 4 |
| South Korea Feeder, L.P. feeder | Private Equity Fund | Cayman Islands | $322K | 2 |
| Corebridge European Real Estate Partners Ii, L.P. master | Private Equity Fund | United Kingdom | $90.2K | 17 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Payne, Andrew | Chief Credit Officer | Sep 2016 (10y) | Less than 5% | |
| Mahmood, Atif | Chief Financial Officer | Jan 2017 (10y) | Less than 5% | |
| Slomienski, Matthew, Kenneth | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Longino, Lisa | President | Mar 2023 (3y) | Less than 5% | |
| Bressler, Gregory, Neal | General Counsel | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Corebridge Institutional Investments Holdings Corp. | Member | Mar 2009 | A | 75% or more |
| Safg Capital Llc | Shareholder | Dec 2021 | B | ≈ 56.25% – 100% via Corebridge Institutional Investments Holdings Corp. |
| Corebridge Financial, Inc. | Shareholder | Dec 2021 | B | ≈ 42.19% – 100% via Safg Capital Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Safg Capital Llc: 75% – 100% of Corebridge Institutional Investments Holdings Corp. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Corebridge Financial, Inc.: 75% – 100% of Safg Capital Llc × 75% – 100% of Corebridge Institutional Investments Holdings Corp. × 75% – 100% direct ≈ 42.19% – 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.
Private funds (14, $6.7B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 4.77 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • BILLED AT COST OF SERVICE
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- BNY Mellon $39.7B (33% of AUM) Jul 2026
- J.P. Morgan $37.9B (27% of AUM) Jul 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗