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MASS MUTUAL FINANCIAL GROUP

Business and Investment Profile

The MASS MUTUAL FINANCIAL GROUP is a privately held investment adviser that advises $607.97Bn in regulatory assets under management held in 6 SEC fund types across 10 investment strategies. MASS MUTUAL FINANCIAL GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 34.38% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 85.8 years and is comprised of 9 filing and 0 relying advisers. They operate out of 43 office locations with their Headquarters at 300 S. TRYON STREET SUITE 2500, CHARLOTTE, NORTH CAROLINA. The Group has been subject to regulatory enforcement actions. They are regulated by 37 US and Non-US bodies.

Employee Profile

They have 8,641 employees comprised of 5,632 investment and 3,009 non-investment staff. The total number of Employees decreased by 8.59% over the last 5-years.

Asset Profile

Their $607.97Bn in assets advised are owned by 273 private funds, 123 public funds and BDCs and 6,185 other accounts. Assets of Insurance Companies clients own $304.94Bn or 50.16% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $126.37Bn or 20.79% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, FI/Credit - Diverse and FI/Credit - Asset Backed Securities, representing 36.67%, 22.81% and 18.34% of total assets, respectively.

Client Profile

They advise 10 types of clients, top clients are Insurance Companies and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 33 Fund Administrators, 4 Fund Auditors, 1 Prime Brokers, 30 Custodians and 30 Marketers. It does not report a third-party Fund Administrator in 8 private funds with $6.39Bn in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

MASS MUTUAL FINANCIAL GROUP 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: MASS MUTUAL FINANCIAL GROUP

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Generated 2026-09-12T06:47:42.4986028.  © 2026 Convergence.