SYMETRA INVESTMENT MANAGEMENT COMPANY

CRD #312176 SEC #801-120578 FARMINGTON, CT 860-370-7812

SEC Registered

Total AUM

$78.7B

Discretionary

$66.9B

Employees

Clients

Accounts

543

Firm Details

Organization Type: Corporation
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 26, 2025
Branch Offices: 1
LEI: 549300GPUSUTJ741PG93

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ELDER, COLIN, MICHAEL	I	SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL MORTGAGE LOANS	NA
ELDER, COLIN, MICHAEL	I	SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL MORTGAGE LOANS	NA
ELDER, COLIN, MICHAEL	I	SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL MORTGAGE LOANS	NA
ELDER, COLIN, MICHAEL	I	SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL MORTGAGE LOANS	NA
ELDER, COLIN, MICHAEL	I	SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL MORTGAGE LOANS	NA	Control
ELDER, COLIN, MICHAEL	I	SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL MORTGAGE LOANS	NA	Control
ELDER, COLIN, MICHAEL	I	SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL MORTGAGE LOANS	NA	Control
ELDER, COLIN, MICHAEL	I	SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL MORTGAGE LOANS	NA	Control
ELDER, COLIN, MICHAEL	I	SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL MORTGAGE LOANS	NA	Control
ELDER, COLIN, MICHAEL	I	SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL MORTGAGE LOANS	NA	Control
Flynn, John, M	I	SENIOR MANAGING DIRECTOR, HEAD OF BUSINESS DEVELOPMENT AND MARKETING	NA	Control
Flynn, John, M	I	SENIOR MANAGING DIRECTOR, HEAD OF BUSINESS DEVELOPMENT AND MARKETING	NA	Control
Flynn, John, M	I	SENIOR MANAGING DIRECTOR, HEAD OF BUSINESS DEVELOPMENT AND MARKETING	NA	Control
Flynn, John, M	I	SENIOR MANAGING DIRECTOR, HEAD OF BUSINESS DEVELOPMENT AND MARKETING	NA	Control
GOULD, ANDREW, M.A.	I	SENIOR MANAGING DIRECTOR, GENERAL COUNSEL	NA	Control
GOULD, ANDREW, M.A.	I	SENIOR MANAGING DIRECTOR, GENERAL COUNSEL	NA	Control
GOULD, ANDREW, M.A.	I	SENIOR MANAGING DIRECTOR, GENERAL COUNSEL	NA	Control
GOULD, ANDREW, M.A.	I	SENIOR MANAGING DIRECTOR, GENERAL COUNSEL	NA	Control
GOULD, ANDREW, M.A.	I	SENIOR MANAGING DIRECTOR, GENERAL COUNSEL	NA	Control
GOULD, ANDREW, M.A.	I	SENIOR MANAGING DIRECTOR, GENERAL COUNSEL	NA	Control
GUAJARDO, YVONNE, MARIE	I	MANAGING DIRECTOR, HEAD OF PRIVATE PLACEMENTS	NA	Control
GUAJARDO, YVONNE, MARIE	I	SENIOR MANAGING DIRECTOR, HEAD OF PRIVATE PLACEMENTS	NA	Control
GUAJARDO, YVONNE, MARIE	I	SENIOR MANAGING DIRECTOR, HEAD OF PRIVATE PLACEMENTS DEBT	NA	Control
GUAJARDO, YVONNE, MARIE	I	SENIOR MANAGING DIRECTOR, HEAD OF PRIVATE PLACEMENTS	NA	Control
GUAJARDO, YVONNE, MARIE	I	SENIOR MANAGING DIRECTOR, HEAD OF PRIVATE PLACEMENTS DEBT	NA	Control
GUAJARDO, YVONNE, MARIE	I	SENIOR MANAGING DIRECTOR, HEAD OF PRIVATE PLACEMENTS DEBT	NA	Control
GUAJARDO, YVONNE, MARIE	I	SENIOR MANAGING DIRECTOR, HEAD OF PRIVATE PLACEMENTS DEBT	NA	Control
GUAJARDO, YVONNE, MARIE	I	SENIOR MANAGING DIRECTOR, HEAD OF PRIVATE PLACEMENTS DEBT	NA	Control
GUAJARDO, YVONNE, MARIE	I	SENIOR MANAGING DIRECTOR, HEAD OF PRIVATE PLACEMENTS DEBT	NA	Control
GUAJARDO, YVONNE, MARIE	I	SENIOR MANAGING DIRECTOR, HEAD OF PRIVATE PLACEMENTS DEBT	NA	Control
HERLIHY, ROBERT, STEVEN	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
HERLIHY, ROBERT, STEVEN	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
HERLIHY, ROBERT, STEVEN	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
HERLIHY, ROBERT, STEVEN	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
HERLIHY, ROBERT, STEVEN	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
HERLIHY, ROBERT, STEVEN	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
HERLIHY, ROBERT, STEVEN	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
HERLIHY, ROBERT, STEVEN	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
HERLIHY, ROBERT, STEVEN	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
HERLIHY, ROBERT, STEVEN	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
HUNT, MARK, EDWARD	I	PRESIDENT	NA	Control
HUNT, MARK, EDWARD	I	PRESIDENT	NA	Control
HUNT, MARK, EDWARD	I	PRESIDENT	NA	Control
HUNT, MARK, EDWARD	I	PRESIDENT	NA	Control
HUNT, MARK, EDWARD	I	PRESIDENT	NA	Control
HUNT, MARK, EDWARD	I	PRESIDENT	NA	Control
HUNT, MARK, EDWARD	I	PRESIDENT	NA	Control
HUNT, MARK, EDWARD	I	PRESIDENT	NA	Control
HUNT, MARK, EDWARD	I	PRESIDENT	NA	Control
HUNT, MARK, EDWARD	I	PRESIDENT	NA	Control
KERR, ANITA, KARKHANIS	I	SENIOR MANAGING DIRECTOR, HEAD OF BUSINESS STRATEGY AND OPERATIONS	NA	Control
Kerr, Anita, M	I	SENIOR MANAGING DIRECTOR, HEAD OF BUSINESS STRATEGY AND OPERATIONS	NA	Control
MOSKOVIT, EVAN, SCOTT	I	SENIOR MANAGING DIRECTOR AND HEAD OF FIXED INCOME	NA	Control
MOSKOVIT, EVAN, SCOTT	I	SENIOR MANAGING DIRECTOR AND HEAD OF FIXED INCOME	NA	Control
MOSKOVIT, EVAN, SCOTT	I	SENIOR MANAGING DIRECTOR AND HEAD OF CORPORATE FIXED INCOME	NA	Control
MOSKOVIT, EVAN, SCOTT	I	SENIOR MANAGING DIRECTOR AND HEAD OF FIXED INCOME	NA	Control
MOSKOVIT, EVAN, SCOTT	I	SENIOR MANAGING DIRECTOR AND HEAD OF CORPORATE FIXED INCOME	NA	Control
MOSKOVIT, EVAN, SCOTT	I	SENIOR MANAGING DIRECTOR AND HEAD OF CORPORATE FIXED INCOME	NA	Control
MOSKOVIT, EVAN, SCOTT	I	SENIOR MANAGING DIRECTOR AND HEAD OF CORPORATE FIXED INCOME	NA	Control
MOSKOVIT, EVAN, SCOTT	I	SENIOR MANAGING DIRECTOR AND HEAD OF CORPORATE FIXED INCOME	NA	Control
MOSKOVIT, EVAN, SCOTT	I	SENIOR MANAGING DIRECTOR AND HEAD OF CORPORATE FIXED INCOME	NA	Control
MOSKOVIT, EVAN, SCOTT	I	SENIOR MANAGING DIRECTOR AND HEAD OF CORPORATE FIXED INCOME	NA	Control
Mocciolo, Nicholas, Paul	I	SENIOR MANAGING DIRECTOR, HEAD OF DERIVATIVES AND PORTFOLIO ANALYSIS	NA	Control
Mocciolo, Nicholas, Paul	I	SENIOR MANAGING DIRECTOR, SENIOR PORTFOLIO MANAGER AND HEAD OF DERIVATIVES	NA	Control
Mocciolo, Nicholas, Paul	I	SENIOR MANAGING DIRECTOR, HEAD OF INSURANCE MANAGEMENT	NA	Control
Mocciolo, Nicholas, Paul	I	SENIOR MANAGING DIRECTOR, SENIOR PORTFOLIO MANAGER AND HEAD OF DERIVATIVES	NA	Control
Mocciolo, Nicholas, Paul	I	SENIOR MANAGING DIRECTOR, HEAD OF INSURANCE MANAGEMENT	NA	Control
Mocciolo, Nicholas, Paul	I	SENIOR MANAGING DIRECTOR, HEAD OF INSURANCE MANAGEMENT	NA	Control
Mocciolo, Nicholas, Paul	I	SENIOR MANAGING DIRECTOR, HEAD OF INSURANCE MANAGEMENT	NA	Control
Mocciolo, Nicholas, Paul	I	SENIOR MANAGING DIRECTOR, HEAD OF INSURANCE MANAGEMENT	NA	Control
Mocciolo, Nicholas, Paul	I	SENIOR MANAGING DIRECTOR, HEAD OF INSURANCE MANAGEMENT	NA	Control
Mocciolo, Nicholas, Paul	I	SENIOR MANAGING DIRECTOR, HEAD OF INSURANCE MANAGEMENT	NA	Control
Sklar, Kevin, Alan	I	SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER	NA
Sklar, Kevin, Alan	I	SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER	NA
Sklar, Kevin, Alan	I	SENIOR MANAGING DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER	NA
Sklar, Kevin, Alan	I	SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER	NA
Sklar, Kevin, Alan	I	SENIOR MANAGING DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER	NA	Control
Sklar, Kevin, Alan	I	SENIOR MANAGING DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER	NA	Control
Sklar, Kevin, Alan	I	SENIOR MANAGING DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER	NA	Control
Sklar, Kevin, Alan	I	SENIOR MANAGING DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER	NA	Control
Sklar, Kevin, Alan	I	SENIOR MANAGING DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER	NA	Control
Sklar, Kevin, Alan	I	SENIOR MANAGING DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER	NA	Control
WIRTH, RICHARD, JAY	I	GENERAL COUNSEL, SECRETARY	NA	Control
WIRTH, RICHARD, JAY	I	GENERAL COUNSEL, SECRETARY	NA	Control
WIRTH, RICHARD, JAY	I	GENERAL COUNSEL, SECRETARY	NA	Control
YANG, EU SENG	I	SENIOR MANAGING DIRECTOR, HEAD OF HIGH YIELD INVESTMENTS	NA	Control
YANG, EU SENG	I	SENIOR MANAGING DIRECTOR, HEAD OF HIGH YIELD INVESTMENTS	NA	Control
YANG, EU SENG	I	SENIOR MANAGING DIRECTOR, HEAD OF HIGH YIELD AND BANK LOAN DEBT	NA	Control
YANG, EU SENG	I	SENIOR MANAGING DIRECTOR, HEAD OF HIGH YIELD INVESTMENTS	NA	Control
YANG, EU SENG	I	SENIOR MANAGING DIRECTOR, HEAD OF HIGH YIELD AND BANK LOAN DEBT	NA	Control
YANG, EU SENG	I	SENIOR MANAGING DIRECTOR, HEAD OF HIGH YIELD AND BANK LOAN DEBT	NA	Control
YANG, EU SENG	I	SENIOR MANAGING DIRECTOR, HEAD OF HIGH YIELD AND BANK LOAN DEBT	NA	Control
YANG, EU SENG	I	SENIOR MANAGING DIRECTOR, HEAD OF HIGH YIELD AND BANK LOAN DEBT	NA	Control
YANG, EU SENG	I	SENIOR MANAGING DIRECTOR, HEAD OF HIGH YIELD AND BANK LOAN DEBT	NA	Control
YANG, EU SENG	I	SENIOR MANAGING DIRECTOR, HEAD OF HIGH YIELD AND BANK LOAN DEBT	NA	Control
SYMETRA FINANCIAL CORPORATION	DE	SOLE SHAREHOLDER	E	Control
SYMETRA FINANCIAL CORPORATION	DE	SOLE SHAREHOLDER	E	Control
SYMETRA FINANCIAL CORPORATION	DE	SOLE SHAREHOLDER	E	Control
SYMETRA FINANCIAL CORPORATION	DE	SOLE SHAREHOLDER	E	Control
SYMETRA FINANCIAL CORPORATION	DE	SOLE SHAREHOLDER	E	Control
SYMETRA FINANCIAL CORPORATION	DE	SOLE SHAREHOLDER	E	Control
SYMETRA FINANCIAL CORPORATION	DE	SOLE SHAREHOLDER	E	Control
SYMETRA FINANCIAL CORPORATION	DE	SOLE SHAREHOLDER	E	Control
SYMETRA FINANCIAL CORPORATION	DE	SOLE SHAREHOLDER	E	Control
SYMETRA FINANCIAL CORPORATION	DE	SOLE SHAREHOLDER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
SUMITOMO LIFE INSURANCE COMPANY	DE	SYMETRA FINANCIAL CORPORATION	E	Control
SUMITOMO LIFE INSURANCE COMPANY	DE	SYMETRA FINANCIAL CORPORATION	E	Control
SUMITOMO LIFE INSURANCE COMPANY	DE	SYMETRA FINANCIAL CORPORATION	E	Control
SUMITOMO LIFE INSURANCE COMPANY	DE	SYMETRA FINANCIAL CORPORATION	E	Control
SUMITOMO LIFE INSURANCE COMPANY	DE	SYMETRA FINANCIAL CORPORATION	E	Control
SUMITOMO LIFE INSURANCE COMPANY	FE	SYMETRA FINANCIAL CORPORATION	E	Control
SUMITOMO LIFE INSURANCE COMPANY	FE	SYMETRA FINANCIAL CORPORATION	E	Control

Registrations

Federal

Aug 26, 2025 REGISTERED

Notice Filings (2)

CT WA

Address

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

Phone: 860-370-7812