9AT: METLIFE INVESTMENT MANAGEMENT, LLC

other names

METLIFE INVESTMENT MANAGEMENT, LLC
INDEX STRATEGIES
METLIFE REAL ESTATE INVESTORS
METLIFE PRIVATE CAPITAL INVESTORS
METLIFE INVESTMENT MANAGEMENT
METLIFE INVESTMENT ADVISORS, LLC
METLIFE INVESTMENT ADVISORS COMPANY, LLC

Adviser Profile

As of Date	05/06/2025
Adviser Type - Large advisory firm
Number of Employees	960 -11.19%
of those in investment advisory functions	688 4.24%
Registration	SEC, Approved, 11/29/2006

AUM^*	508,892,646,764 5.76%
of that, discretionary	506,439,775,531 5.96%
Private Fund GAV^*	4,334,163,947 20.90%
Avg Account Size	750,579,125 -8.28%
% High Net Worth	1.89%
SMA’s	Yes
Private Funds	23 11
Contact Info	973 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count2	GAV$366,932,026
Fund TypePrivate Equity Fund	Count14	GAV$2,512,294,834
Fund TypeOther Private Fund	Count7	GAV$1,454,937,087

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PERMIT CAPITAL, LLC	Hedge Fund548.7m	Liquidity Fund-	Private Equity Fund29.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV578.5m	AUM551.0m	#Funds18
Adviser EJF CAPITAL LLC	Hedge Fund195.0m	Liquidity Fund-	Private Equity Fund566.8m	Real Estate Fund506.9m	Securitized Asset Fund1.6b	Venture Capital Fund-	Other Fund382.0m	Total Private Fund GAV3.2b	AUM6.5b	#Funds41
Adviser VIKING GLOBAL INVESTORS LP	Hedge Fund67.0b	Liquidity Fund-	Private Equity Fund2.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV69.8b	AUM69.8b	#Funds30
Adviser LUTHER KING CAPITAL MANAGEMENT CORPORATION	Hedge Fund2.2b	Liquidity Fund-	Private Equity Fund3.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV6.1b	AUM30.1b	#Funds19
Adviser AMERICAN INDUSTRIAL PARTNERS	Hedge Fund15.6b	Liquidity Fund-	Private Equity Fund789.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV16.4b	AUM16.4b	#Funds10
Adviser BLACKROCK ALTERNATIVES MANAGEMENT, LLC	Hedge Fund4.2b	Liquidity Fund-	Private Equity Fund28.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV32.4b	AUM17.4b	#Funds67
Adviser DARSANA CAPITAL PARTNERS LP	Hedge Fund8.7b	Liquidity Fund-	Private Equity Fund1.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV10.0b	AUM10.0b	#Funds6
Adviser TENOR CAPITAL MANAGEMENT COMPANY, L.P.	Hedge Fund8.8b	Liquidity Fund-	Private Equity Fund232.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV9.1b	AUM9.1b	#Funds17
Adviser OGAM, LP	Hedge Fund650.2m	Liquidity Fund-	Private Equity Fund208.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV858.5m	AUM7.3b	#Funds10
Adviser BRINLEY PARTNERS, LP	Hedge Fund2.9b	Liquidity Fund-	Private Equity Fund1.7b	Real Estate Fund-	Securitized Asset Fund1.0b	Venture Capital Fund-	Other Fund-	Total Private Fund GAV5.7b	AUM4.7b	#Funds4

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker594918104	Stock NameMICROSOFT CORP	$ Position$1,109,824,176	% Position7.00%	$ Change32.00%	# Change0.00%
Stck Ticker67066G104	Stock NameNVIDIA CORP	$ Position$1,147,501,436	% Position7.00%	$ Change45.00%	# Change0.00%
Stck Ticker30303M102	Stock NameMETA PLATFORMS INC CLASS A	$ Position$468,756,530	% Position3.00%	$ Change26.00%	# Change-2.00%
Stck Ticker11135F101	Stock NameBROADCOM INC	$ Position$387,819,428	% Position2.00%	$ Change64.00%	# Change0.00%
Stck Ticker88160R101	Stock NameTESLA INC	$ Position$267,548,181	% Position2.00%	$ Change22.00%	# Change-1.00%
Stck Ticker02079K305	Stock NameALPHABET INC CLASS A	$ Position$291,402,826	% Position2.00%	$ Change7.00%	# Change-6.00%
Stck Ticker22160K105	Stock NameCOSTCO WHOLESALE CORP	$ Position$131,923,365	% Position1.00%	$ Change4.00%	# Change-1.00%
Stck Ticker742718109	Stock NamePROCTER & GAMBLE	$ Position$95,189,399	% Position1.00%	$ Change-12.00%	# Change-5.00%
Stck Ticker931142103	Stock NameWALMART INC	$ Position$109,628,295	% Position1.00%	$ Change11.00%	# Change0.00%
Stck Ticker437076102	Stock NameHOME DEPOT INC	$ Position$105,529,257	% Position1.00%	$ Change-2.00%	# Change-2.00%

Brochure Summary

Overview

MetLife Investment Management, LLC (the “Firm”) was founded in 2006 and is an indirect, wholly- owned subsidiary of MetLife, Inc. (together with its subsidiaries, “MetLife”), a publicly held company. The Firm is part of MetLife Investment Management (“MIM”), MetLife’s institutional investment management business. The Firm offers investment management services in the following business units: Real Estate; Private Fixed Income; Public Fixed Income; Index Strategies; and other units (including private funds, capital markets, and alternative investments). Such business units are not separate legal entities or formal sub-divisions of MIM and the Firm but are utilized for purposes of the Firm’s Disclosure Brochures in order to more accurately describe the Firm’s business activities in specific asset classes to clients and prospective clients of the Firm. This Disclosure Brochure relates solely to the investment management unit of the Firm dedicated to advising clients with respect to real estate assets (“MIM RE”). Each of the Firm’s other investment

management business units is described in greater detail in its own disclosure brochure. The Firm typically makes investments for clients in accordance with written investment guidelines or other investment specific documentation for each advisory mandate. Investment services can be tailored for each client’s specific needs and objectives, including restrictions on investing in certain securities or types of securities. The Firm has procedures and controls to monitor compliance with each client’s specific investment guidelines. Where the Firm is the investment adviser to a pooled investment vehicle, investment objectives, guidelines and any investment restrictions generally are not tailored to the needs of individual investors in those vehicles, but rather are described in the prospectus or other relevant offering document for such vehicle. As of December 31, 2023, the Firm had $499,516,358,508 in assets under management, of which $496,466,586,170 was managed on a discretionary basis and $3,049,772,338 was managed on a non-discretionary basis.

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METLIFE INVESTMENT MANAGEMENT, LLC

Adviser Profile

Details

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Compensation Arrangments

Reported AUM

Private Funds

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Overview