DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Metlife Investment Management, LLC
Latest filing May 11, 2026
First filing on the tape Apr 3, 2012 · 64 filings
SEC status approved since Nov 29, 2006
RAUM
$564B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
0.0%
$51.4M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
956
695 advisory (5.B.1)
Offices
11
beyond the principal office
Private funds
11
reported on Schedule D
History
64 filings and snapshots on the tape
RAUM$564B as of May 11, 2026
Apr 3, 2012$11B then
HNW client RAUM$51.4M as of May 11, 2026
Mar 30, 2020$44.2M then
State-registered IARs (5.B.3)0 as of May 11, 2026
Apr 3, 20120 then
Employees (5.A)956 as of May 11, 2026
Mar 15, 2013340 then
Private funds11 as of May 11, 2026
Mar 28, 20195 then
RAUM +11% over the last fiscal year+5.4% a year over threeIARs 0 to 0offices 12 to 11
Practice profile
derived from the filing of May 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $700MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 88%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived12 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Custody
- $47B, 45 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$455B81%
- Pension and profit-sharing plans$31B5.5%
- Investment companies$30B5.3%
- Pooled investment vehicles$25B4.5%
- Corporations and businesses$11B1.9%
- State and municipal entities$10B1.8%
- Charitable organizations$702M0.1%
- Other investment advisers$385M0.1%
- High-net-worth individuals$51.4M0.0%
- Individual clients
- 0reported
- HNW clients
- n/areported
- Pension plan clients
- 87reported
- Charitable clients
- 26reported
- Accounts
- 805reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $47B for 45 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.1 institutional_share=0.88 related_bd=true related_bank=true bd_reps=39.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
20 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Metlife Investment Private Equity Partners, L.P. | Private Equity Fund | $1.2B | 12 | Mar 31, 2023 |
| Metlife Investment Private Equity Partners II, LP | Private Equity Fund | $896M | 8 | Oct 30, 2024 |
| Metlife Syndicated Bank Loan Fund, Scspno longer reported | Hedge Fund | $385M | 5 | Mar 28, 2019 |
| Metlife Bl Feeder (Cayman), LPno longer reported | Hedge Fund | $358M | 2 | Mar 28, 2019 |
| Metlife Emerging Market Debt, LP | Hedge Fund | $298M | 13 | Jan 29, 2016 |
| Metlife Middle Market Private Debt Fund, LP | Private Equity Fund | $276M | 4 | Mar 28, 2019 |
| Metlife International Pe Fund I, LPno longer reported | Private Equity Fund | $235M | 2 | May 1, 2013 |
| Metlife Middle Market Private Debt Parallel Fund, LP | Private Equity Fund | $201M | 3 | Mar 28, 2019 |
| Metlife Senior Direct Lending Holdings, LP | Private Equity Fund | $174M | 3 | Mar 31, 2021 |
| Galene Credit Fund, LPno longer reported | Private Equity Fund | $149M | 1 | Mar 30, 2022 |
| Metlife Emerging Market Debt Blend Fund (Insurance Rated), LP | Hedge Fund | $133M | 3 | Mar 30, 2022 |
| Metlife Middle Market Private Debt Fund II, LP | Private Equity Fund | $78.2M | 9 | Mar 30, 2022 |
| Metlife Long Short Credit Master Fund, LP | Hedge Fund | $60.6M | 1 | Mar 30, 2022 |
| Metlife Long Short Credit Fund, LP | Hedge Fund | $60.4M | 1 | Mar 30, 2022 |
| Metlife Middle Market Private Debt II Investment Fund, LP | Private Equity Fund | $41.9M | 2 | Mar 30, 2022 |
| Metlife Bl Feeder, LPno longer reported | Hedge Fund | $20.3M | 2 | Mar 28, 2019 |
| Metlife Senior Direct Lending Fund II, LP | Private Equity Fund | $12.2M | 2 | Oct 30, 2024 |
| Metlife Single Family Rental Fund, LPno longer reported | Real Estate Fund | $6.4M | 3 | May 24, 2023 |
| Metlife Senior Direct Lending Finco, LLCno longer reported | Private Equity Fund | $0 | 1 | Mar 31, 2021 |
| Metlife Senior Direct Lending Fund, LPno longer reported | Private Equity Fund | $0 | 0 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Anne Claudia Cromie · Chief Risk Officercontrolsince 01/2022 · owns less than 5%
- Thaddeus Jude Driscoll · President Of Metlife Investment Managementcontrolsince 09/2024 · owns less than 5%
- Nmn Yisrael Grafstein · Chief Compliance Officercontrolsince 04/2021 · owns less than 5%
- Dennis John Mccallion · Head Of Metlife Investment Managementcontrolsince 09/2023 · owns less than 5%
- Gerard Hugh Mccrory · Chief Counsel And Corporate Secretary (Chief Legal Officer)controlsince 07/2019 · owns less than 5%
- Rabun Robert Merck · Managercontrolsince 10/2012 · owns less than 5%
- Patrick Joseph Pollaro · Chief Operating Officer & Managercontrolsince 10/2012 · owns less than 5%
- John Michael Yick · Chief Financial Officercontrolsince 09/2009 · owns less than 5%
Entity owners
- Metlife Investment Management Holdings, LLC · Sole Ownerdirect · owns 75% or more
- Metlife, Inc. · Sole Ownerindirect · owns 75% or more of Metlife Investment Management Holdings, LLC · public reporting company
Related persons
Schedule D 7.A
- Affirmative Investment Management Australia Pty Ltdinvestment advisern
- Affirmative Investment Management Partners Limitedinvestment advisernRAUM $1.1B
- Metlife Commercial Mortgage Income Fund Gp, LLCpooled vehicle sponsory
- Metlife Core Property Fund Gp, LLCpooled vehicle sponsory
- Metlife Enhanced Core Property Fund Gp, LLCpooled vehicle sponsory
- Metlife Investment Management Europe Limitedinvestment advisern
- Metlife Investment Management Japan, Ltd.investment advisern
- Metlife Investment Management Limitedinvestment advisern
- Metlife Investment Private Equity Partners Gp, L.P.pooled vehicle sponsory
- Metlife Investments Asia Limited (Hong Kong)investment advisern
- Metlife Investments Limitedinvestment advisern
- Metlife Investments Securities, LLCbroker-dealern
- Metlife Investors Distribution Companybroker-dealern
- Metlife Latin America Acesorias E Inversiones Ltd (Chile)investment advisern
- Metlife Middle Market Private Debt Gp, LLCpooled vehicle sponsory
- Metlife Middle Market Private Debt Parallel Gp, LLCpooled vehicle sponsory
- Metlife Opportunistic Real Estate Debt Fund Gp, LLCpooled vehicle sponsory
- Metlife Senior Direct Lending Gp II, LLCpooled vehicle sponsory
- Metlife Senior Direct Lending Gp, LLCpooled vehicle sponsory
- Metlife Senior Direct Lending Holdings LPbankpooled vehicle sponsory
- Metlife Single Family Rental Fund Gp, LLCpooled vehicle sponsory
- Metlife Strategic Hotel Debt Fund Gp, LLCpooled vehicle sponsory
- Metropolitan Life Insurance Companyreal estaten
- Metropolitan Tower Life Insurance Coreal estaten
- Mim Emd Gp, LLCbankpooled vehicle sponsory
- Mim I LLCinvestment advisery
- Mim Ls Gp, LLCpooled vehicle sponsory
Advisers that list Metlife Investment Management, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Philadelphia, PA60 employees
- Overland Park, KS28 employees
- Atlanta, GA27 employees
- Los Angeles, CA24 employees
- San Francisco, CA22 employees
- Dallas, TX20 employees
- Washington, DC19 employees
- Chicago, IL17 employees
- Fresno, CA11 employees
- Germantown, TN10 employees
What changed
consecutive filings, newest first
- Accounts · 678 to 805Feb 6, 2026 to Mar 31, 2026
- Advisory employees · 688 to 695Feb 6, 2026 to Mar 31, 2026
- BD registered reps · 42 to 39Feb 6, 2026 to Mar 31, 2026
- Charity clients · unset to 26.0Feb 6, 2026 to Mar 31, 2026
- Corporate clients · 23 to 27Feb 6, 2026 to Mar 31, 2026
- HNW clients · 5.0 to unsetFeb 6, 2026 to Mar 31, 2026
- Pension plan clients · 91 to 87Feb 6, 2026 to Mar 31, 2026
- Pooled vehicle clients · 36 to 46Feb 6, 2026 to Mar 31, 2026
- Assets in custody · $42B to $47BFeb 6, 2026 to Mar 31, 2026
- Employees · 960 to 956Feb 6, 2026 to Mar 31, 2026
- Discretionary RAUM · $506B to $561BFeb 6, 2026 to Mar 31, 2026
- HNW RAUM · $50.1M to $51.4MFeb 6, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $2.5B to $2.9BFeb 6, 2026 to Mar 31, 2026
- Pension RAUM · $30B to $31BFeb 6, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $20B to $25BFeb 6, 2026 to Mar 31, 2026
- RAUM · $509B to $564BFeb 6, 2026 to Mar 31, 2026
- Other offices · 12 to 11May 6, 2025 to Jan 6, 2026
- Financial planning clients · unset to Apr 15, 2025 to May 6, 2025
- RAUM · $500B to $509BFeb 28, 2025 to Apr 15, 2025
- Accounts · 637 to 678Feb 28, 2025 to Apr 15, 2025
- Advisory employees · 695 to 688Feb 28, 2025 to Apr 15, 2025
- BD registered reps · 48 to 42Feb 28, 2025 to Apr 15, 2025
- Charity clients · 5.0 to unsetFeb 28, 2025 to Apr 15, 2025
- Corporate clients · 24 to 23Feb 28, 2025 to Apr 15, 2025
- Individual clients · unset to 0.0Feb 28, 2025 to Apr 15, 2025
- Pension plan clients · 90 to 91Feb 28, 2025 to Apr 15, 2025
- Pooled vehicle clients · 31 to 36Feb 28, 2025 to Apr 15, 2025
- Assets in custody · $41B to $42BFeb 28, 2025 to Apr 15, 2025
- Employees · 925 to 960Feb 28, 2025 to Apr 15, 2025
- Other offices · 10 to 12Feb 28, 2025 to Apr 15, 2025
- Private funds · 12 to 11Feb 28, 2025 to Apr 15, 2025
- Discretionary RAUM · $496B to $506BFeb 28, 2025 to Apr 15, 2025
- HNW RAUM · $52.4M to $50.1MFeb 28, 2025 to Apr 15, 2025
- Non-discretionary RAUM · $3.0B to $2.5BFeb 28, 2025 to Apr 15, 2025
- Pension RAUM · $34B to $30BFeb 28, 2025 to Apr 15, 2025
- Pooled vehicle RAUM · $20B to $20BFeb 28, 2025 to Apr 15, 2025
- Private funds · 10 to 12Apr 9, 2024 to Oct 30, 2024
- Accounts · 588 to 637Sep 5, 2023 to Mar 29, 2024
- Advisory employees · 660 to 695Sep 5, 2023 to Mar 29, 2024
- BD registered reps · 41 to 48Sep 5, 2023 to Mar 29, 2024
Signals
11 dated events
- Thaddeus Jude Driscoll (President Of Metlife Investment Management) appeared on Schedule A of Metlife Investment Management, LlcOct 30, 2024 · Control person joined · fact
- Dennis John Mccallion (Head Of Metlife Investment Management) appeared on Schedule A of Metlife Investment Management, LlcMar 29, 2024 · Control person joined · fact
- Jeffrey Steven Goulart (President, Chief Executive Officer) no longer on Schedule A of Metlife Investment Management, Llc (listed 2023-05-26, absent 2023-09-05)Sep 5, 2023 · Control person left · inference
- Claudia Cromie (Chief Risk Officer) appeared on Schedule A of Metlife Investment Management, LlcMar 31, 2023 · Control person joined · fact
- Israel Grafstein (Chief Compliance Officer) appeared on Schedule A of Metlife Investment Management, LlcApr 2, 2021 · Control person joined · fact
- H Elisabeth Bedore (Chief Compliance Officer) no longer on Schedule A of Metlife Investment Management, Llc (listed 2021-03-31, absent 2021-04-02)Apr 2, 2021 · Control person left · inference
- D Bradley Rhoads (Manager) no longer on Schedule A of Metlife Investment Management, Llc (listed 2019-04-01, absent 2019-07-01)Jul 1, 2019 · Control person left · inference
- Mueller Nancy Handal (Manager) no longer on Schedule A of Metlife Investment Management, Llc (listed 2019-04-01, absent 2019-07-01)Jul 1, 2019 · Control person left · inference
- Thaddeus Jude Driscoll (Manager) no longer on Schedule A of Metlife Investment Management, Llc (listed 2019-04-01, absent 2019-07-01)Jul 1, 2019 · Control person left · inference
- Metlife Investment Management, Llc reported RAUM $461.0B, up 214% from $146.9B (2019-01-17 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- Metlife Investment Management, Llc reported RAUM $146.9B, up 132% from $63.2B (2017-09-28 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Metlife Investment Management, LLC · Independent Sponsorsshared crd · capital_provider
- Metlife Investment Management, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/metlife-investment-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- Investments.metlife.co.ukreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 973-355-4000reportedpublic record, Form ADV, May 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Metlife Investment Management, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
Checking your plan…