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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 10b 100b

CIGNA INVESTMENTS, INC.

CRD 105811

BLOOMFIELD, 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:bd14cf7e-93c6-bb81-81e6-4df119b763d2

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 1
Observed: Mar 21, 2012 to Mar 26, 2026
26 observations

Across DFX

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

Real Estate Fundsidentity

Cigna Investments, Inc.

Real estate fund manager · shared crd

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.13 institutional_share=0.72 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $26BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $26B
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: 108
Advisory employees: 46
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 82
Individual clients: 0
High net worth clients: 0
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $26B
SEC number: 801-18094
CIK: 49969
CRD: 105811
Filings on the tape: 26
First filed: Mar 21, 2012
Latest filed: Mar 26, 2026
Organised: Corporation, 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
AMENDED AND RESTATED INVESTMENT POOLING AGREEMENT (CORPORATE LIQUIDITY ACCOUNT)	Liquidity Fund	$2.9B	Mar 27, 2024	23	Mar 30, 2017	reported	n/a
CIGNA AFFILIATES REALTY INVESTMENT GROUP LLC (CARING)	Real Estate Fund	$1.2B	Mar 27, 2024	2	Mar 29, 2019	reported	n/a

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
CIGNA CORPORATION	Shareholder	E	yes	03/1982	Mar 21, 2012	Mar 27, 2024
CIGNA HOLDINGS, INC.	Shareholder	E	yes	11/1983	Mar 21, 2012	Mar 27, 2024
CIGNA INVESTMENT GROUP, INC.	Shareholder	E	yes	11/1983	Mar 21, 2012	Mar 27, 2024
Labonte, Tracy, Lyn	DIRECTOR, CHAIRMAN OF THE BOARD, PRESIDENT, AND CHIEF INVESTMENT OFFICER	Na	yes	06/2022	Mar 14, 2023	Mar 27, 2024
RUSSELL, DAVID, ANDREW	DIRECTOR, ASSISTANT VICE PRESIDENT AND TREASURER	Na	yes	07/2014	Jul 29, 2014	Mar 27, 2024
SNOW, CHRISTOPHER	Director	Na	yes	05/2009	Mar 21, 2012	Mar 27, 2024
CANDERA, LISA, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	06/2018	Mar 29, 2019	Mar 27, 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
CIGNA BENEFITS FINANCING, INC.	n/a	n/a	n/a	Y	yes	n/a
CIGNA HEALTH AND LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
CONNECTICUT GENERAL LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
FORMER CIGNA INVESTMENTS, INC.	n/a	n/a	n/a	Y	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 26, 2026	$26B	$26B	108	46	0	2	n/a
2024	Mar 28, 2025	$28B	$28B	103	49	0	2	n/a
2023	Mar 27, 2024	$27B	$27B	113	50	0	2	$4.1B
2022	Mar 14, 2023	$23B	$23B	118	50	0	2	$3.4B
2021	Mar 10, 2022	$28B	$28B	126	56	0	2	$2.4B
2020	Mar 30, 2021	$48B	$33B	127	55	0	2	$3.1B
2019	Mar 30, 2020	$44B	$33B	131	59	0	2	$1.8B
2018	Mar 29, 2019	$39B	$30B	130	54	0	2	$1.0B
2017	Mar 30, 2018	$31B	$31B	118	65	0	1	$997M
2016	Mar 30, 2017	$34B	$34B	120	70	n/a	1	$2.2B
2015	Mar 28, 2016	$31B	$31B	105	65	n/a	n/a	n/a
2014	Mar 24, 2015	$29B	$29B	100	60	n/a	n/a	n/a
2013	Mar 6, 2014	$27B	$27B	90	50	n/a	n/a	n/a
2012	Mar 11, 2013	$25B	$25B	115	60	n/a	n/a	n/a
2011	Mar 21, 2012	$21B	$21B	n/a	n/a	n/a	n/a	n/a

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	$26B	$28B	-6.4%	$23B	4.5%	108	103	0	0

Relationships

Advises (2)

→ CIGNA AFFILIATES REALTY INVESTMENT GROUP LLC (CARING)Private fundReal Estate Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ AMENDED AND RESTATED INVESTMENT POOLING AGREEMENT (CORPORATE LIQUIDITY ACCOUNT)Private fundLiquidity Fund, IA
Mar 30, 2017 to presentfactForm ADV

Registered with (1)

← BRETT DANIEL ESTERSONAdvisorregistration: previous registration
Jun 11, 2018 to Feb 27, 2025factForm ADV

Controls (5)

← SNOW, CHRISTOPHEROwnerDIRECTOR, ownership code NA, individual
Mar 21, 2012 to Mar 27, 2024factForm ADV
← RUSSELL, DAVID, ANDREWOwnerDIRECTOR, ASSISTANT VICE PRESIDENT AND TREASURER, ownership code NA, individual
Jul 29, 2014 to Mar 27, 2024factForm ADV
← Labonte, Tracy, LynOwnerDIRECTOR, CHAIRMAN OF THE BOARD, PRESIDENT, AND CHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 14, 2023 to Mar 27, 2024factForm ADV
← CIGNA CORPORATIONOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 21, 2012 to Mar 27, 2024factForm ADV
← CIGNA INVESTMENT GROUP, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 21, 2012 to Mar 27, 2024factForm ADV

Owns (1)

← CANDERA, LISA, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2019 to Mar 27, 2024factForm ADV

Dated events

Occurred
Feb 27, 2025
Advisor changed firm
Brett Daniel Esterson left Cigna Investments, Inc. for Focus Partners Wealth, Llc (registered 2025-02-28)
Form ADVobserved 5 days ago
Occurred
Mar 14, 2023
Control person joined
Lyn Tracy Labonte (Director, Chairman Of The Board, President, And Chief Investment Officer) appeared on Schedule A of Cigna Investments, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 14, 2023
Control person left
Frank Sataline (Director, Chairman Of The Board, President, And Chief Investment Officer) no longer on Schedule A of Cigna Investments, Inc. (listed 2022-10-13, absent 2023-03-14)
Form ADVobserved 5 days ago
Occurred
Mar 10, 2022
Regulatory AUM changed
Cigna Investments, Inc. reported RAUM $27.8B, down 42% from $47.7B (2021-03-30 to 2022-03-10)
Form ADVobserved 5 days ago
$-19.9B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd14cf7e-93c6-bb81-81e6-4df119b763d2
First observed: Mar 21, 2012
Last observed: Mar 26, 2026 5 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.

CIGNA INVESTMENTS, INC.

CRD 105811

BLOOMFIELD, 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:bd14cf7e-93c6-bb81-81e6-4df119b763d2

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

AMENDED AND RESTATED INVESTMENT POOLING AGREEMENT (CORPORATE LIQUIDITY ACCOUNT)

Liquidity Fund

$2.9B

Mar 27, 2024

Mar 30, 2017

reported

n/a

CIGNA AFFILIATES REALTY INVESTMENT GROUP LLC (CARING)

Real Estate Fund

$1.2B

Mar 27, 2024

Mar 29, 2019

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CIGNA CORPORATION

Shareholder

yes

03/1982

Mar 21, 2012

Mar 27, 2024

CIGNA HOLDINGS, INC.

Shareholder

yes

11/1983

Mar 21, 2012

Mar 27, 2024

CIGNA INVESTMENT GROUP, INC.

Shareholder

yes

11/1983

Mar 21, 2012

Mar 27, 2024

Labonte, Tracy, Lyn

DIRECTOR, CHAIRMAN OF THE BOARD, PRESIDENT, AND CHIEF INVESTMENT OFFICER

yes

06/2022

Mar 14, 2023

Mar 27, 2024

RUSSELL, DAVID, ANDREW

DIRECTOR, ASSISTANT VICE PRESIDENT AND TREASURER

yes

07/2014

Jul 29, 2014

Mar 27, 2024

SNOW, CHRISTOPHER

Director

yes

05/2009

Mar 21, 2012

Mar 27, 2024

CANDERA, LISA, MARIE

CHIEF COMPLIANCE OFFICER

06/2018

Mar 29, 2019

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CIGNA BENEFITS FINANCING, INC.

n/a

yes

n/a

CIGNA HEALTH AND LIFE INSURANCE COMPANY

n/a

yes

n/a

CONNECTICUT GENERAL LIFE INSURANCE COMPANY

n/a

yes

n/a

FORMER CIGNA INVESTMENTS, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$26B

108

n/a

2024

Mar 28, 2025

$28B

103

n/a

2023

Mar 27, 2024

$27B

113

$4.1B

2022

Mar 14, 2023

$23B

118

$3.4B

2021

Mar 10, 2022

$28B

126

$2.4B

2020

Mar 30, 2021

$48B

$33B

127

$3.1B

2019

Mar 30, 2020

$44B

$33B

131

$1.8B

2018

Mar 29, 2019

$39B

$30B

130

$1.0B

2017

Mar 30, 2018

$31B

118

$997M

2016

Mar 30, 2017

$34B

120

n/a

$2.2B

2015

Mar 28, 2016

$31B

105

n/a

2014

Mar 24, 2015

$29B

100

n/a

2013

Mar 6, 2014

$27B

n/a

2012

Mar 11, 2013

$25B

115

n/a

2011

Mar 21, 2012

$21B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$26B

$28B

-6.4%

$23B

4.5%

108

103