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
Corebridge Institutional Investments (U.S.), LLC
Latest filing Aug 13, 2026
First filing on the tape Mar 30, 2012 · 46 filings
SEC status approved since May 13, 2009
RAUM
$121B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
419
248 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
13
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$121B as of Aug 13, 2026
Mar 30, 2012$313B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 13, 2026
Mar 30, 20120 then
Employees (5.A)419 as of Aug 13, 2026
Apr 1, 2013730 then
Private funds13 as of Aug 13, 2026
Mar 30, 20127 then
RAUM +7.8% over the last fiscal year-1.4% a year over threeIARs 0 to 0offices 11 to 12
Practice profile
derived from the filing of Aug 13, 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
- $197MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 95%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived13 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.2%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $4.4B, 25 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$115B95%
- Pooled investment vehicles$5.0B4.1%
- Other investment advisers$746M0.6%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 616reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.4B for 25 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.05 institutional_share=0.95 related_bd=true related_bank=true bd_reps=1.0derived
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
23 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Corebridge Deco II, LLC | Private Equity Fund | $1.6B | 3 | Mar 31, 2022 |
| Corebridge U.S. Real Estate Fund II, LP | Private Equity Fund | $1.2B | 7 | Mar 29, 2019 |
| Corebridge U.S. Real Estate Fund IV, LP | Private Equity Fund | $912M | 17 | Mar 31, 2022 |
| Corebridge Europe Real Estate Fund II S.C.Sp | Private Equity Fund | $761M | 9 | Mar 30, 2020 |
| Corebridge U.S. Real Estate Fund III, LP | Private Equity Fund | $693M | 8 | Mar 30, 2020 |
| Corebridge U.S. Real Estate Fund I, LP | Private Equity Fund | $670M | 7 | Mar 29, 2019 |
| Corebridge Europe Real Estate Fund I S.C.Sp | Private Equity Fund | $432M | 9 | Mar 29, 2019 |
| Corebridge U.S. Real Estate Fund IV Development Sidecar, LP | Private Equity Fund | $252M | 7 | Mar 31, 2022 |
| Aig Real Estate Opportunity Xii - India, L.P.no longer reported | Real Estate Fund | $131M | 16 | Mar 30, 2012 |
| Aig Equity Alpha Fund, LLCno longer reported | Hedge Fund | $130M | 6 | Mar 31, 2021 |
| Corebridge U.S. Real Estate Fund IV Co-Investment I, LP | Private Equity Fund | $65.8M | 2 | Mar 29, 2024 |
| Sifc Consortium I, L.P. | Private Equity Fund | $51.9M | 4 | May 31, 2024 |
| Corebridge Real Estate Opportunity X - South Korea, L.P. | Private Equity Fund | $33.4M | 20 | Mar 30, 2012 |
| Aig Liquid Alternative Equity Alpha Fund, LLC | Hedge Fund | $17.4M | 7 | Mar 31, 2022 |
| Sifc Consortium II, L.P. | Private Equity Fund | $14.1M | 4 | May 31, 2024 |
| Aig Deco Fund I, LPno longer reported | Private Equity Fund | $4.1M | 7 | Mar 31, 2021 |
| Ae Residential Partners LLCno longer reported | Real Estate Fund | $2.9M | 5 | Mar 30, 2012 |
| Aig U.S. Residential Real Estate Partners, L.P.no longer reported | Real Estate Fund | $2.2M | 9 | Mar 30, 2012 |
| Aig Real Estate Opportunity Viii - Mexico L.P.no longer reported | Real Estate Fund | $929,177 | 13 | Mar 30, 2012 |
| Covenant Credit Partners Clo II, Ltd.no longer reported | Securitized Asset Fund | $439,589 | 26 | Mar 30, 2015 |
| South Korea Feeder, L.P. | Private Equity Fund | $321,533 | 2 | May 31, 2024 |
| Corebridge European Real Estate Partners II, L.P. | Private Equity Fund | $90,158 | 17 | Mar 30, 2012 |
| Aig European Real Estate Partners, L.P.no longer reported | Real Estate Fund | $0 | 11 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Neal Gregory Bressler · General Counselcontrolsince 01/2024 · owns less than 5%
- Lisa Longino · Presidentcontrolsince 03/2023 · owns less than 5%
- Atif Mahmood · Chief Financial Officercontrolsince 01/2017 · owns less than 5%
- Andrew Payne · Chief Credit Officercontrolsince 09/2016 · owns less than 5%
- Kenneth Matthew Slomienski · Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
Entity owners
- Corebridge Institutional Investments Holdings Corp. · Memberdirect · owns 75% or more
- Corebridge Financial, Inc. · Shareholderindirect · owns 75% or more of Safg Capital LLC
- Safg Capital LLC · Shareholderindirect · owns 75% or more of Corebridge Institutional Investments Holdings Corp.
Related persons
Schedule D 7.A
- Corebridge Capital Services, Inc.broker-dealern
- Corebridge Europe Real Estate Fund I Gp S.A.R.Lpooled vehicle sponsory
- Corebridge European Real Estate Partners II, L.L.Cpooled vehicle sponsory
- Corebridge Institutional Investments (Europe), Ltd.investment advisern
- Corebridge Investments Fund Holdings, LLCpooled vehicle sponsory
- Corebridge Real Estate Investors Inc.pooled vehicle sponsory
- Corebridge Real Estate Opportunity X - South Korea, L.L.Cpooled vehicle sponsory
- Corebridge U.S. Real Estate Fund I Gp, LLCpooled vehicle sponsory
- Corebridge U.S. Real Estate Fund II Gp, LLCpooled vehicle sponsory
- Corebridge U.S. Real Estate Fund III Gp, LPpooled vehicle sponsory
- Corebridge U.S. Real Estate Fund IV Gp, LLCpooled vehicle sponsory
- Sunamerica Asset Management, LLCinvestment adviserbanknRAUM $42B
Advisers that list Corebridge Institutional Investments (U.S.), LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom71 employees
- Houston, TX59 employees
- Wilton, CT52 employees
- Dublin, Ireland47 employees
- San Francisco, CA8 employees
- El Segundo, CA6 employees
- Atlanta, GA6 employees
- Houston, TX5 employees
- Greensboro, NC2 employees
- Durham, NC1 employees
- Woodland Hills, CA1 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $121B to $121BMar 31, 2026 to May 13, 2026
- RAUM · $121B to $121BMar 31, 2026 to May 13, 2026
- Accounts · 48 to 616Sep 2, 2025 to Mar 31, 2026
- Advisory employees · 265 to 248Sep 2, 2025 to Mar 31, 2026
- Corporate clients · 6 to 5Sep 2, 2025 to Mar 31, 2026
- Assets in custody · $10.0B to $4.4BSep 2, 2025 to Mar 31, 2026
- Employees · 462 to 419Sep 2, 2025 to Mar 31, 2026
- Other offices · 11 to 12Sep 2, 2025 to Mar 31, 2026
- Private funds · 12 to 13Sep 2, 2025 to Mar 31, 2026
- Discretionary RAUM · $112B to $121BSep 2, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $7.1B to $5.0BSep 2, 2025 to Mar 31, 2026
- RAUM · $112B to $121BSep 2, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 21, 2025
- Accounts · 73 to 48Jul 10, 2024 to Mar 31, 2025
- Advisory employees · 299 to 265Jul 10, 2024 to Mar 31, 2025
- Advisory activities · 3 to 4Jul 10, 2024 to Mar 31, 2025
- BD registered reps · 0 to 1Jul 10, 2024 to Mar 31, 2025
- Corporate clients · 10 to 6Jul 10, 2024 to Mar 31, 2025
- Pooled vehicle clients · 15 to 16Jul 10, 2024 to Mar 31, 2025
- Assets in custody · $5.1B to $10.0BJul 10, 2024 to Mar 31, 2025
- Employees · 511 to 462Jul 10, 2024 to Mar 31, 2025
- Private funds · 14 to 12Jul 10, 2024 to Mar 31, 2025
- Discretionary RAUM · $140B to $112BJul 10, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $6.7B to $7.1BJul 10, 2024 to Mar 31, 2025
- RAUM · $140B to $112BJul 10, 2024 to Mar 31, 2025
- Accounts · 69 to 73Mar 29, 2024 to May 31, 2024
- Pooled vehicle clients · 11 to 15Mar 29, 2024 to May 31, 2024
- HQ city · NEW YORK to JERSEY CITYMar 29, 2024 to May 31, 2024
- HQ state · NY to NJMar 29, 2024 to May 31, 2024
- Other offices · 12 to 11Mar 29, 2024 to May 31, 2024
- Private funds · 11 to 14Mar 29, 2024 to May 31, 2024
- Discretionary RAUM · $140B to $140BMar 29, 2024 to May 31, 2024
- Pooled vehicle RAUM · $6.6B to $6.7BMar 29, 2024 to May 31, 2024
- RAUM · $140B to $140BMar 29, 2024 to May 31, 2024
- Accounts · 57 to 69Jan 30, 2024 to Mar 29, 2024
- Advisory employees · 288 to 299Jan 30, 2024 to Mar 29, 2024
- Business name · AIG ASSET MANAGEMENT (U.S.), LLC to COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLCJan 30, 2024 to Mar 29, 2024
- Corporate clients · 5 to 10Jan 30, 2024 to Mar 29, 2024
- Pooled vehicle clients · 16 to 11Jan 30, 2024 to Mar 29, 2024
- Assets in custody · $8.6B to $5.1BJan 30, 2024 to Mar 29, 2024
Signals
16 dated events
- Neal Gregory Bressler (General Counsel) appeared on Schedule A of Corebridge Institutional Investments (U.S.), LlcMar 29, 2024 · Control person joined · fact
- James Gregory Ruffa (General Counsel) no longer on Schedule A of Corebridge Institutional Investments (U.S.), Llc (listed 2024-01-30, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Seth David Kogan (Chief Risk Officer) no longer on Schedule A of Corebridge Institutional Investments (U.S.), Llc (listed 2024-01-30, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Corebridge Institutional Investments (U.S.), Llc reported RAUM $126.3B, down 59% from $308.5B (2023-02-06 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Rose Sabra Purtill (President) no longer on Schedule A of Corebridge Institutional Investments (U.S.), Llc (listed 2023-02-06, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Lisa Longino (President) appeared on Schedule A of Corebridge Institutional Investments (U.S.), LlcMar 31, 2023 · Control person joined · fact
- R Sabra Purtill (Evp Chief Investment Officer) appeared on Schedule A of Corebridge Institutional Investments (U.S.), LlcJan 20, 2023 · Control person joined · fact
- Neal Geoffrey Cornell (President) no longer on Schedule A of Corebridge Institutional Investments (U.S.), Llc (listed 2022-03-31, absent 2023-01-20)Jan 20, 2023 · Control person left · inference
- Kenneth Matthew Slomienski (Chief Compliance Officer) appeared on Schedule A of Corebridge Institutional Investments (U.S.), LlcMar 31, 2022 · Control person joined · fact
- Seth David Kogan (Chief Risk Officer) appeared on Schedule A of Corebridge Institutional Investments (U.S.), LlcMar 31, 2022 · Control person joined · fact
- Mai Shiver (Chief Compliance Officer) no longer on Schedule A of Corebridge Institutional Investments (U.S.), Llc (listed 2021-08-19, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Lawrence Brian Peters (Chief Risk Officer) no longer on Schedule A of Corebridge Institutional Investments (U.S.), Llc (listed 2021-08-19, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- George John Panagakis (Head Of Sales And Business Development) no longer on Schedule A of Corebridge Institutional Investments (U.S.), Llc (listed 2021-08-19, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Adam Douglas Dachille (Chief Investment Officer And Executive Vice President) no longer on Schedule A of Corebridge Institutional Investments (U.S.), Llc (listed 2021-03-31, absent 2021-06-03)Jun 3, 2021 · Control person left · inference
- George John Panagakis (Head Of Sales And Business Development) appeared on Schedule A of Corebridge Institutional Investments (U.S.), LlcMar 31, 2021 · Control person joined · fact
- Ann Elaine Rocha (Chief Operating Officer) no longer on Schedule A of Corebridge Institutional Investments (U.S.), Llc (listed 2020-03-30, absent 2020-06-02)Jun 2, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Corebridge Institutional Investments (U.S.), LLC · Independent Sponsorsshared crd · capital_provider
- Corebridge Institutional Investments (U.S.), LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/corebridgefinancialreportedpublic record, Form ADV, Sep 17, 2026
- Website
- corebridgefinancial.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-458-6082reportedpublic record, Form ADV, Aug 13, 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
Corebridge Institutional Investments (U.S.), 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.
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