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SUMITOMO LIFE INSURANCE COMPANY

Business and Investment Profile

The SUMITOMO LIFE INSURANCE COMPANY is a privately held investment adviser that advises $88.78Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SUMITOMO LIFE INSURANCE COMPANY is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 100.22% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 5.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 308 FARMINGTON AVENUE 3RD FLOOR, FARMINGTON, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.

Employee Profile

They have 101 employees comprised of 61 investment and 40 non-investment staff. The total number of Employees increased by 14.77% over the last 5-years.

Asset Profile

Their $88.78Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 8 other accounts. Assets of Insurance Companies clients own $61.15Bn or 68.88% of Total Assets and Other Investment Advisers own $24.8Bn or 27.93% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Asset Backed Securities, representing 100% of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are Insurance Companies and Other Investment Advisers.

Service Provider Profile

The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

SUMITOMO LIFE INSURANCE COMPANY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SUMITOMO LIFE INSURANCE COMPANY

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Keywords: Sumitomo Life Insurance, Symetra Investment Management, Life, Sumitomo, Symetra
Generated 2026-09-12T06:47:47.0169918.  © 2026 Convergence.