NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CRD #109591 SEC #801-57396 NEW YORK, NY 888-474-7725
SEC Registered Private Funds Disclosures
Total AUM
$113.2B
Discretionary
$111.2B
Employees
349
Clients
--
Accounts
1,047
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $113.2B | $111.2B | $1.9B | 349 | 1 |
| Mar 2025 | $113.2B | $111.2B | $1.9B | 349 | 1 |
| Mar 2025 | $113.2B | $111.2B | $1.9B | 349 | 1 |
| Sep 2024 | $109.1B | $107.1B | $2B | 350 | 0 |
| Mar 2024 | $99.3B | $97.4B | $1.9B | 319 | 0 |
| Oct 2023 | $96.7B | $94.8B | $1.9B | 335 | 0 |
| May 2023 | $91.9B | $90B | $2B | 335 | 0 |
| Mar 2023 | $91.9B | $90B | $2B | 335 | 0 |
| Jan 2023 | $111B | $108.4B | $2.5B | 329 | 0 |
| Oct 2022 | $111B | $108.4B | $2.5B | 329 | 0 |
| Jul 2022 | $111B | $108.4B | $2.5B | 329 | 0 |
| Mar 2022 | $119B | $116.3B | $2.7B | 329 | 0 |
| Mar 2021 | $105.5B | $101.7B | $3.8B | 348 | 0 |
| Jun 2020 | $94B | $89.6B | $4.4B | 341 | 0 |
| Jun 2020 | $94B | $89.6B | $4.4B | 341 | 0 |
| Mar 2020 | $94B | $89.6B | $4.4B | 341 | 0 |
| Mar 2019 | $81.8B | $77.3B | $4.4B | 328 | 1,222 |
| Mar 2018 | $95B | $88.7B | $6.2B | 339 | 1,235 |
| May 2017 | $93.7B | $87.9B | $5.8B | 362 | 1,200 |
| Mar 2017 | $93.7B | $87.9B | $5.8B | 362 | 1,200 |
| Aug 2016 | $101.5B | $96.4B | $5B | 410 | 1,400 |
| Mar 2016 | $101.5B | $96.4B | $5B | 410 | 1,400 |
| Jan 2016 | $113.5B | $109.5B | $3.9B | 843 | 9,900 |
| Dec 2015 | $113.5B | $109.5B | $3.9B | 843 | 9,900 |
| Jun 2015 | $113.5B | $109.5B | $3.9B | 843 | 9,900 |
| Mar 2015 | $113.5B | $109.5B | $3.9B | 843 | 9,900 |
| Nov 2014 | $129B | $126B | $3B | 1,396 | 9,100 |
| Nov 2014 | $129B | $126B | $3B | 1,396 | 9,100 |
| Jul 2014 | $129B | $126B | $3B | 1,396 | 9,100 |
| Apr 2014 | $134.5B | $131.6B | $3B | 1,396 | 9,100 |
| Apr 2014 | $134.5B | $131.6B | $3B | 1,396 | 9,100 |
| Mar 2014 | $319.4B | $316.6B | $2.8B | 1,396 | 9,100 |
| Feb 2014 | $255.6B | $253.8B | $1.8B | 1,386 | 9,138 |
| Dec 2013 | $255.6B | $253.8B | $1.8B | 1,386 | 9,138 |
| Oct 2013 | $255.6B | $253.8B | $1.8B | 1,386 | 9,138 |
| Aug 2013 | $255.6B | $253.8B | $1.8B | 1,386 | 9,138 |
| Apr 2013 | $255.6B | $253.8B | $1.8B | 1,386 | 9,138 |
| Oct 2012 | $221.5B | $219.9B | $1.6B | -- | 8,650 |
| Jul 2012 | $221.5B | $219.9B | $1.6B | -- | 8,650 |
| Mar 2012 | $188B | $186.4B | $1.6B | -- | 8,650 |
| Jul 2011 | $201B | $200B | $1.2B | -- | -- |
| Jul 2011 | $201B | $200B | $1.2B | -- | -- |
| Jul 2011 | $201B | $200B | $1.2B | -- | -- |
| Jun 2011 | $201B | $200B | $1.2B | -- | -- |
| May 2011 | $201B | $200B | $1.2B | -- | -- |
| Apr 2011 | $201B | $200B | $1.2B | -- | -- |
| Mar 2011 | $201B | $200B | $1.2B | -- | -- |
| Jan 2011 | $181B | $181B | $546.2M | -- | -- |
| Nov 2010 | $181B | $181B | $546.2M | -- | -- |
| Oct 2010 | $181B | $181B | $546.2M | -- | -- |
| Apr 2010 | $181B | $181B | $546.2M | -- | -- |
| Mar 2010 | $181B | $181B | $546.2M | -- | -- |
| Apr 2009 | $141B | $140B | $281M | -- | -- |
| Oct 2007 | $169B | $169B | $604.7M | -- | -- |
| Mar 2007 | $171B | $171B | $170.1M | -- | -- |
| Mar 2007 | $171B | $171B | $170.1M | -- | -- |
| May 2004 | $133B | $133B | $75.2M | -- | -- |
| Mar 2004 | $133B | $133B | $75.2M | -- | -- |
| Mar 2002 | $108B | $108B | $86.9M | 501 | -- |
| Oct 2001 | $110B | $110B | $88.4M | 501 | -- |
DateJul 2025
Total AUM$113.2B
Discretionary$111.2B
Non-Disc.$1.9B
Employees349
Clients1
DateMar 2025
Total AUM$113.2B
Discretionary$111.2B
Non-Disc.$1.9B
Employees349
Clients1
DateMar 2025
Total AUM$113.2B
Discretionary$111.2B
Non-Disc.$1.9B
Employees349
Clients1
DateSep 2024
Total AUM$109.1B
Discretionary$107.1B
Non-Disc.$2B
Employees350
Clients0
DateMar 2024
Total AUM$99.3B
Discretionary$97.4B
Non-Disc.$1.9B
Employees319
Clients0
DateOct 2023
Total AUM$96.7B
Discretionary$94.8B
Non-Disc.$1.9B
Employees335
Clients0
DateMay 2023
Total AUM$91.9B
Discretionary$90B
Non-Disc.$2B
Employees335
Clients0
DateMar 2023
Total AUM$91.9B
Discretionary$90B
Non-Disc.$2B
Employees335
Clients0
DateJan 2023
Total AUM$111B
Discretionary$108.4B
Non-Disc.$2.5B
Employees329
Clients0
DateOct 2022
Total AUM$111B
Discretionary$108.4B
Non-Disc.$2.5B
Employees329
Clients0
DateJul 2022
Total AUM$111B
Discretionary$108.4B
Non-Disc.$2.5B
Employees329
Clients0
DateMar 2022
Total AUM$119B
Discretionary$116.3B
Non-Disc.$2.7B
Employees329
Clients0
DateMar 2021
Total AUM$105.5B
Discretionary$101.7B
Non-Disc.$3.8B
Employees348
Clients0
DateJun 2020
Total AUM$94B
Discretionary$89.6B
Non-Disc.$4.4B
Employees341
Clients0
DateJun 2020
Total AUM$94B
Discretionary$89.6B
Non-Disc.$4.4B
Employees341
Clients0
DateMar 2020
Total AUM$94B
Discretionary$89.6B
Non-Disc.$4.4B
Employees341
Clients0
DateMar 2019
Total AUM$81.8B
Discretionary$77.3B
Non-Disc.$4.4B
Employees328
Clients1,222
DateMar 2018
Total AUM$95B
Discretionary$88.7B
Non-Disc.$6.2B
Employees339
Clients1,235
DateMay 2017
Total AUM$93.7B
Discretionary$87.9B
Non-Disc.$5.8B
Employees362
Clients1,200
DateMar 2017
Total AUM$93.7B
Discretionary$87.9B
Non-Disc.$5.8B
Employees362
Clients1,200
DateAug 2016
Total AUM$101.5B
Discretionary$96.4B
Non-Disc.$5B
Employees410
Clients1,400
DateMar 2016
Total AUM$101.5B
Discretionary$96.4B
Non-Disc.$5B
Employees410
Clients1,400
DateJan 2016
Total AUM$113.5B
Discretionary$109.5B
Non-Disc.$3.9B
Employees843
Clients9,900
DateDec 2015
Total AUM$113.5B
Discretionary$109.5B
Non-Disc.$3.9B
Employees843
Clients9,900
DateJun 2015
Total AUM$113.5B
Discretionary$109.5B
Non-Disc.$3.9B
Employees843
Clients9,900
DateMar 2015
Total AUM$113.5B
Discretionary$109.5B
Non-Disc.$3.9B
Employees843
Clients9,900
DateNov 2014
Total AUM$129B
Discretionary$126B
Non-Disc.$3B
Employees1,396
Clients9,100
DateNov 2014
Total AUM$129B
Discretionary$126B
Non-Disc.$3B
Employees1,396
Clients9,100
DateJul 2014
Total AUM$129B
Discretionary$126B
Non-Disc.$3B
Employees1,396
Clients9,100
DateApr 2014
Total AUM$134.5B
Discretionary$131.6B
Non-Disc.$3B
Employees1,396
Clients9,100
DateApr 2014
Total AUM$134.5B
Discretionary$131.6B
Non-Disc.$3B
Employees1,396
Clients9,100
DateMar 2014
Total AUM$319.4B
Discretionary$316.6B
Non-Disc.$2.8B
Employees1,396
Clients9,100
DateFeb 2014
Total AUM$255.6B
Discretionary$253.8B
Non-Disc.$1.8B
Employees1,386
Clients9,138
DateDec 2013
Total AUM$255.6B
Discretionary$253.8B
Non-Disc.$1.8B
Employees1,386
Clients9,138
DateOct 2013
Total AUM$255.6B
Discretionary$253.8B
Non-Disc.$1.8B
Employees1,386
Clients9,138
DateAug 2013
Total AUM$255.6B
Discretionary$253.8B
Non-Disc.$1.8B
Employees1,386
Clients9,138
DateApr 2013
Total AUM$255.6B
Discretionary$253.8B
Non-Disc.$1.8B
Employees1,386
Clients9,138
DateOct 2012
Total AUM$221.5B
Discretionary$219.9B
Non-Disc.$1.6B
Employees--
Clients8,650
DateJul 2012
Total AUM$221.5B
Discretionary$219.9B
Non-Disc.$1.6B
Employees--
Clients8,650
DateMar 2012
Total AUM$188B
Discretionary$186.4B
Non-Disc.$1.6B
Employees--
Clients8,650
DateJul 2011
Total AUM$201B
Discretionary$200B
Non-Disc.$1.2B
Employees--
Clients--
DateJul 2011
Total AUM$201B
Discretionary$200B
Non-Disc.$1.2B
Employees--
Clients--
DateJul 2011
Total AUM$201B
Discretionary$200B
Non-Disc.$1.2B
Employees--
Clients--
DateJun 2011
Total AUM$201B
Discretionary$200B
Non-Disc.$1.2B
Employees--
Clients--
DateMay 2011
Total AUM$201B
Discretionary$200B
Non-Disc.$1.2B
Employees--
Clients--
DateApr 2011
Total AUM$201B
Discretionary$200B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2011
Total AUM$201B
Discretionary$200B
Non-Disc.$1.2B
Employees--
Clients--
DateJan 2011
Total AUM$181B
Discretionary$181B
Non-Disc.$546.2M
Employees--
Clients--
DateNov 2010
Total AUM$181B
Discretionary$181B
Non-Disc.$546.2M
Employees--
Clients--
DateOct 2010
Total AUM$181B
Discretionary$181B
Non-Disc.$546.2M
Employees--
Clients--
DateApr 2010
Total AUM$181B
Discretionary$181B
Non-Disc.$546.2M
Employees--
Clients--
DateMar 2010
Total AUM$181B
Discretionary$181B
Non-Disc.$546.2M
Employees--
Clients--
DateApr 2009
Total AUM$141B
Discretionary$140B
Non-Disc.$281M
Employees--
Clients--
DateOct 2007
Total AUM$169B
Discretionary$169B
Non-Disc.$604.7M
Employees--
Clients--
DateMar 2007
Total AUM$171B
Discretionary$171B
Non-Disc.$170.1M
Employees--
Clients--
DateMar 2007
Total AUM$171B
Discretionary$171B
Non-Disc.$170.1M
Employees--
Clients--
DateMay 2004
Total AUM$133B
Discretionary$133B
Non-Disc.$75.2M
Employees--
Clients--
DateMar 2004
Total AUM$133B
Discretionary$133B
Non-Disc.$75.2M
Employees--
Clients--
DateMar 2002
Total AUM$108B
Discretionary$108B
Non-Disc.$86.9M
Employees501
Clients--
DateOct 2001
Total AUM$110B
Discretionary$110B
Non-Disc.$88.4M
Employees501
Clients--