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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

AETNA ASSET ADVISORS, LLC

CRD 161282

HARTFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:890064c4-9ba3-74a8-1d76-4ad6eaacb643

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 14
On other graphs: 1
Observed: Feb 14, 2012 to Mar 20, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Aetna Asset Advisors, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.82 institutional_share=0.18 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $850MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $843M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 26
Advisory employees: 23
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Custody, client assets: $177M
SEC number: 801-73710
CRD: 161282
Filings on the tape: 20
First filed: Feb 14, 2012
Latest filed: Mar 20, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
UBS (US) TRUMBULL PROPERTY INCOME FUND LP	Other Private Fund	$1.7B	Mar 28, 2013	69	Feb 14, 2012	dropped	021-115927

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AETNA FINANCIAL HOLDINGS, LLC	SOLE MEMBER	E	yes	02/2008	Feb 14, 2012	May 8, 2024
AETNA INC.	Owner	E	yes	02/2008	Feb 14, 2012	May 8, 2024
CVS HEALTH CORPORATION	Owner	E	yes	11/2018	Dec 13, 2018	May 8, 2024
CVS PHARMACY INC.	Owner	E	yes	11/2018	Mar 23, 2021	May 8, 2024
MCCARTHY, STEPHEN, DENNIS	VICE PRESIDENT	Na	yes	02/2019	Mar 27, 2019	May 8, 2024
MORTILLARO, JEFFREY	Treasurer	Na	yes	06/2011	Feb 14, 2012	May 8, 2024
POTTER, THOMAS, LANE	President	Na	yes	04/2024	May 8, 2024	May 8, 2024
EVILLA, DAVID, JOSE	CHIEF COMPLIANCE OFFICER	Na	no	04/2024	May 8, 2024	May 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AETNA CAPITAL MANAGEMENT, LLC	n/a	Former SEC adviser	$938M	N	yes	n/a
AETNA HEALTH AND LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
AETNA LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
AETNA RISK ASSURANCE COMPANY OF CONNECTICUT INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$850M	$843M	26	23	0	n/a	n/a
2024	Mar 6, 2025	$734M	$730M	27	24	0	n/a	n/a
2023	Mar 15, 2024	$313M	$308M	29	26	0	n/a	n/a
2022	Mar 23, 2023	$415M	$411M	28	26	0	n/a	n/a
2021	Mar 22, 2022	$1.0B	$1.0B	27	25	0	n/a	n/a
2020	Mar 23, 2021	$720M	$699M	25	23	0	n/a	n/a
2019	Mar 25, 2020	$978M	$973M	25	23	0	n/a	n/a
2018	Mar 27, 2019	$1.7B	$1.6B	25	23	0	n/a	n/a
2017	Mar 28, 2018	$1.1B	$1.1B	26	24	0	n/a	n/a
2016	Mar 28, 2017	$18B	$18B	24	22	n/a	n/a	n/a
2015	Mar 30, 2016	$3.2B	$3.2B	25	23	n/a	n/a	n/a
2014	Mar 24, 2015	$2.0B	$2.0B	23	21	n/a	n/a	n/a
2013	Mar 31, 2014	$1.7B	$1.7B	22	20	n/a	n/a	n/a
2012	Mar 28, 2013	$4.0B	$4.0B	22	20	n/a	1	$1.7B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$850M	$734M	15.9%	$415M	27.0%	26	27	0	0

Relationships

Affiliated with (2)

→ AETNA CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← AETNA CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (7)

← MCCARTHY, STEPHEN, DENNISOwnerVICE PRESIDENT, ownership code NA, individual
Mar 27, 2019 to May 8, 2024factForm ADV
← POTTER, THOMAS, LANEOwnerPRESIDENT, ownership code NA, individual
May 8, 2024 to May 8, 2024factForm ADV
← MORTILLARO, JEFFREYOwnerTREASURER, ownership code NA, individual
Feb 14, 2012 to May 8, 2024factForm ADV
← AETNA FINANCIAL HOLDINGS, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Feb 14, 2012 to May 8, 2024factForm ADV
← AETNA INC.OwnerOWNER, ownership code E, domestic entity
Feb 14, 2012 to May 8, 2024factForm ADV
← CVS HEALTH CORPORATIONOwnerOWNER, ownership code E, domestic entity
Dec 13, 2018 to May 8, 2024factForm ADV
← CVS PHARMACY INC.OwnerOWNER, ownership code E, domestic entity
Mar 23, 2021 to May 8, 2024factForm ADV

Owns (1)

← EVILLA, DAVID, JOSEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 8, 2024 to May 8, 2024factForm ADV

Advises (1)

→ UBS (US) TRUMBULL PROPERTY INCOME FUND LPPrivate fundOther Private Fund, IA, no longer reported
Feb 14, 2012 to Mar 28, 2013factForm ADV

Dated events

Occurred
Mar 6, 2025
Regulatory AUM changed
Aetna Asset Advisors, Llc reported RAUM $733.6M, up 134% from $313.2M (2024-05-08 to 2025-03-06)
Form ADVobserved 5 days ago
$420M
Occurred
May 8, 2024
Control person joined
Lane Thomas Potter (President) appeared on Schedule A of Aetna Asset Advisors, Llc
Form ADVobserved 5 days ago
Occurred
May 8, 2024
Control person left
Joseph Howard Nixon (Chief Compliance Officer) no longer on Schedule A of Aetna Asset Advisors, Llc (listed 2024-03-15, absent 2024-05-08)
Form ADVobserved 5 days ago
Occurred
May 8, 2024
Control person left
Gilbert Thomas Holt (President) no longer on Schedule A of Aetna Asset Advisors, Llc (listed 2024-03-15, absent 2024-05-08)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2023
Regulatory AUM changed
Aetna Asset Advisors, Llc reported RAUM $415.3M, down 59% from $1.0B (2022-03-22 to 2023-03-23)
Form ADVobserved 5 days ago
$-609M
Occurred
Mar 22, 2022
Regulatory AUM changed
Aetna Asset Advisors, Llc reported RAUM $1.0B, up 42% from $720.3M (2021-03-23 to 2022-03-22)
Form ADVobserved 5 days ago
$304M
Occurred
Mar 23, 2021
Regulatory AUM changed
Aetna Asset Advisors, Llc reported RAUM $720.3M, down 26% from $978.0M (2020-03-25 to 2021-03-23)
Form ADVobserved 5 days ago
$-258M
Occurred
Mar 25, 2020
Regulatory AUM changed
Aetna Asset Advisors, Llc reported RAUM $978.0M, down 41% from $1.7B (2019-03-27 to 2020-03-25)
Form ADVobserved 5 days ago
$-675M
Occurred
Mar 25, 2020
Control person joined
Gilbert Thomas Holt (President) appeared on Schedule A of Aetna Asset Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Mar 25, 2020
Control person left
Robert Peter Oades (President) no longer on Schedule A of Aetna Asset Advisors, Llc (listed 2019-03-27, absent 2020-03-25)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2019
Regulatory AUM changed
Aetna Asset Advisors, Llc reported RAUM $1.7B, up 50% from $1.1B (2018-12-20 to 2019-03-27)
Form ADVobserved 5 days ago
$552M
Occurred
Mar 27, 2019
Control person left
Joy Fern Barrasso (Vice President) no longer on Schedule A of Aetna Asset Advisors, Llc (listed 2018-12-20, absent 2019-03-27)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2019
Control person joined
Dennis Stephen Mccarthy (Vice President) appeared on Schedule A of Aetna Asset Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Mar 28, 2018
Regulatory AUM changed
Aetna Asset Advisors, Llc reported RAUM $1.1B, down 94% from $18.4B (2017-03-28 to 2018-03-28)
Form ADVobserved 5 days ago
$-17.3B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:890064c4-9ba3-74a8-1d76-4ad6eaacb643
First observed: Feb 14, 2012
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AETNA ASSET ADVISORS, LLC

CRD 161282

HARTFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:890064c4-9ba3-74a8-1d76-4ad6eaacb643

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

UBS (US) TRUMBULL PROPERTY INCOME FUND LP

Other Private Fund

$1.7B

Mar 28, 2013

Feb 14, 2012

dropped

021-115927

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AETNA FINANCIAL HOLDINGS, LLC

SOLE MEMBER

yes

02/2008

Feb 14, 2012

May 8, 2024

AETNA INC.

Owner

yes

02/2008

Feb 14, 2012

May 8, 2024

CVS HEALTH CORPORATION

Owner

yes

11/2018

Dec 13, 2018

May 8, 2024

CVS PHARMACY INC.

Owner

yes

11/2018

Mar 23, 2021

May 8, 2024

MCCARTHY, STEPHEN, DENNIS

VICE PRESIDENT

yes

02/2019

Mar 27, 2019

May 8, 2024

MORTILLARO, JEFFREY

Treasurer

yes

06/2011

Feb 14, 2012

May 8, 2024

POTTER, THOMAS, LANE

President

yes

04/2024

May 8, 2024

EVILLA, DAVID, JOSE

CHIEF COMPLIANCE OFFICER

04/2024

May 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AETNA CAPITAL MANAGEMENT, LLC

n/a

Former SEC adviser

$938M

yes

n/a

AETNA HEALTH AND LIFE INSURANCE COMPANY

n/a

yes

n/a

AETNA LIFE INSURANCE COMPANY

n/a

yes

n/a

AETNA RISK ASSURANCE COMPANY OF CONNECTICUT INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$850M

$843M

n/a

2024

Mar 6, 2025

$734M

$730M

n/a

2023

Mar 15, 2024

$313M

$308M

n/a

2022

Mar 23, 2023

$415M

$411M

n/a

2021

Mar 22, 2022

$1.0B

n/a

2020

Mar 23, 2021

$720M

$699M

n/a

2019

Mar 25, 2020

$978M

$973M

n/a

2018

Mar 27, 2019

$1.7B

$1.6B

n/a

2017

Mar 28, 2018

$1.1B

n/a

2016

Mar 28, 2017

$18B

n/a

2015

Mar 30, 2016

$3.2B

n/a

2014

Mar 24, 2015

$2.0B

n/a

2013

Mar 31, 2014

$1.7B

n/a

2012

Mar 28, 2013

$4.0B

n/a

$1.7B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$850M

$734M

15.9%

$415M

27.0%