Aflac Asset Management Llc
- Regulatory AUM
- $133B
- Discretionary
- $119B
- Clients
- 9
- Avg AUM / client
- $14.8B
- Accounts
- 12
- Employees
- 110
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 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.
Investments (13F portfolio — 1 positions, $144,090)
13F period Dec 31, 2021| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Blackstone / Gso Senior Loan Etf | Com | $144,090 | 3,157,800 | 100.0% | 0.0% |
Top 25 of 1 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $2.5B | 1.9% |
| Other investment advisers | Fewer than 5 clients | $90.7B | 67.9% |
| Insurance companies | 5 | $21.4B | 16.1% |
| Corporations and other businesses | Fewer than 5 clients | $3.9B | 2.95% |
| Other | Fewer than 5 clients | $14.9B | 11.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Global Alternatives Fund Spc master | Private Equity Fund | Cayman Islands | $1.4B | 2 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amissah, Rebecca, Biney | Md, Chief Compliance Officer And Assistant Secretary | Oct 2017 (9y) | Less than 5% | |
| Friedman, Barbara, Thordis | Smd, Global Head Of Legal & Regulatory And Assistant Secretary | Oct 2017 (9y) | Less than 5% | |
| Yamamoto, Hideto | Director | Oct 2017 (9y) | Less than 5% | |
| Nobles, Tsana, Windflower | Smd, Chief Risk Officer | Feb 2022 (5y) | Less than 5% | |
| Tachikawa, Alan | Md, Chief Financial Officer | Aug 2022 (4y) | Less than 5% | |
| Dyslin, Bradley, Eugene | President And Global Chief Investment Officer | Jan 2023 (4y) | Less than 5% | |
| Liu, Xiaomei | Md, Global Head Of Credit | Jan 2023 (4y) | Less than 5% | |
| Rizzo, James, Michael | Md, U.S. Chief Investment Officer | Jul 2023 (3y) | Less than 5% | |
| Cole, Catherine, Frances | Md, Head Of Private Debt Emp, Strategic Partnerships, And Business Development | Nov 2023 (3y) | Less than 5% | |
| Blackmon, Robin, R Littrell | Director | Jan 2024 (3y) | Less than 5% | |
| Broden, Max, Kristian | Director | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aflac Inc. | Member | Oct 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (1, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Global Alternatives Fund Spc | Private Equity Fund | $1.4B | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.48 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
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $116B (87% 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗