9AT: GE INVESTMENT MANAGEMENT

GE INVESTMENT MANAGEMENT

GE INVESTMENT MANAGEMENT

GE INVESTMENT MANAGEMENT CORP

Adviser Profile

As of Date	01/30/2026
Registration	SEC, Approved, 11/21/2022
Other registrations (1)	SEC, 120-Day Approval, 11/21/2022
ADV Location	NORWALK, CT, United States
Contact Info	203 xxxxxxx

AUM^*	24,357,919,148 0%
of that, discretionary	24,357,919,148 0%
Number of Employees	5 -71%
of those in investment advisory functions	2 -75%
Private Fund GAV^*	0
Avg Account Size	24,357,919,148 0%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

Reported AUM

50B 42B 35B 28B 21B 14B 7B

2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name DELOITTE & TOUCHE LLP	Filing Date09/04/2025	Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHE LLP	Filing Date09/30/2024	Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHE LLP	Filing Date07/10/2023	Form ADV-E View Report

Brochure Summary

Overview

GE Investment Management Corp. (“GEIM”) is organized as a Delaware corporation with its principal place of business in Norwalk, CT. GEIM is a wholly-owned subsidiary of General Electric Company, a publicly traded company (“GE”). GEIM provides discretionary investment advisory services solely to the General Electric Pension Trust (“GEPT” or the “Client”). GEPT is a group trust holding the assets of three master trusts (each, a “Participating Trust”) for benefit plans sponsored by entities affiliated with or formerly affiliated with GE. GEIM does not, and will not seek to, provide investment advisory services to any other investors including individual or retail investors. GEIM’s advice is tailored to GEPT’s needs and is consistent with investment guidelines that are set forth in the Client’s governing documents. GEIM’s investment advisory services generally fall into two categories: (1) selecting, monitoring and terminating third-party investment advisers to manage GEPT assets (i.e., acting as a “Manager-of- Managers”); and (2) selecting, monitoring and redeeming from (or selling) certain non-public investments, which can include direct investments or investments in unregistered investment funds (“Private Investments”). When acting as a Manager-of-Managers, GEIM

engages investment advisers registered with the SEC (each a “Sub-Adviser”) to manage a portion of GEPT’s assets and conduct the day-to-day discretionary investment advisory activities, including executing trades on GEPT’s behalf. GEIM’s services include, but are not limited to, the following:  The selection and, if applicable, (1) termination of each Sub-Adviser and (2) redemption from each Private Investment;  Ongoing monitoring, including, as appropriate, qualitative and quantitative reviews, investment guideline monitoring and due diligence over each Sub-Adviser and Private Investment;  Portfolio construction and asset allocation amongst all Sub Advisers and Private Investments;  Oversight of cash management services;  Reallocation of each Participating Trust’s assets invested in GEPT among various asset classes as contemplated by the GEPT Trust Agreement;  Maintain each Participating Trust’s hedge ratio as contemplated by the GEPT Trust Agreement;  Redeem each Participant Trust from GEPT as contemplated by the GEPT Trust Agreement; and  Oversight of certain other service providers to GEPT, including but not limited to, administration agents and pricing vendors. As of January 1, 2024, GEIM managed $45,754,506,390. GEIM can also provide non-discretionary advisory and other services to GEPT.

GE INVESTMENT MANAGEMENT

GE INVESTMENT MANAGEMENT

GE INVESTMENT MANAGEMENT CORP

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Brochure Summary

Overview

Need help?

Send a question to 9AT support.

GE INVESTMENT MANAGEMENT GE INVESTMENT MANAGEMENT GE INVESTMENT MANAGEMENT CORP

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Brochure Summary

Overview

GE INVESTMENT MANAGEMENT

GE INVESTMENT MANAGEMENT

GE INVESTMENT MANAGEMENT CORP