Investment adviser · CRD 312176

SYMETRA INVESTMENT MANAGEMENT COMPANY

Investment adviser filing (IA)

FARMINGTON, CT, United States · Form ADV filed Apr 23, 2026

Regulatory AUM: $88.8B
Client accounts: 76
Employees: 101
Advisory professionals: 61

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Insurance companies	5	$61,149,284,674	68.9%
Other investment advisers	Fewer than 5	$24,795,026,813	27.9%
Corporations & businesses	Fewer than 5	$2,416,817,909	2.7%
Pooled investment vehicles	2	$420,940,573	0.5%

Filing source

Form ADV 2093074 · Apr 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SYMETRA CLO 2025-1, LTD.Securitized Asset Fund · Last reported Apr 23, 2026$411MGross asset value

Fund administrator APPLEBY GLOBAL SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No

Custodian US BANK TRUST COMPANY, NATIONAL ASSOCIATION BOSTON, Maryland, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-6414126767
Reported beneficial owners: 9
Minimum commitment: $150K

Form ADV 2093074 · Apr 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 23, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

308 FARMINGTON AVENUE, 3RD FLOOR
FARMINGTON, CT, 06032, United States

CRD 312176

Filing source

Form ADV 2093074 · Apr 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.