9AT: BRIGHTHOUSE INVESTMENT ADVISERS, LLC

BRIGHTHOUSE INVESTMENT ADVISERS, LLC

other names

BRIGHTHOUSE INVESTMENT ADVISERS, LLC
NEW ENGLAND INVESTMENT MANAGEMENT, LLC
NEW ENGLAND INVESTMENT MANAGEMENT INC.
METLIFE ADVISERS, LLC

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 09/21/1994
ADV Location	CHARLOTTE, NC, United States
Contact Info	980 xxxxxxx

AUM^*	132,629,273,671 -4%
of that, discretionary	131,227,511,543 -4%
Private Fund GAV^*	0
Avg Account Size	23,247,901 13%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees 29 -6%

of those in investment advisory functions 10 -9%

Client Types

- Individuals (other than high net worth individuals)
- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

180B 154B 128B 103B 77B 51B 26B

2015 2016 2017 2018 2019 2020 2021 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 Date10/27/2025	Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHE LLP	Filing Date10/24/2024	Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHE LLP	Filing Date01/23/2024	Form ADV-E View Report

Brochure Summary

Overview

BIA is an investment advisory firm that was established in 1994. BIA is a Delaware limited liability company. BIA is an indirect, wholly-owned subsidiary of Brighthouse Financial, Inc. (“BHF”), which is a publicly held company. BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, we are your investment adviser solely for the purpose of developing and updating the models. We currently follow the recommendations of an independent third-party consultant to provide this service. From time to time, we may select a different consultant, to the extent permitted under applicable law. We also serve as the investment adviser to funds registered under the Investment Company Act of 1940, as amended (the “1940

Act”), that are available under the Marquis Portfolios variable annuity contracts and/or that are available to investors through other variable insurance and variable annuity products. In the Marquis Portfolios asset allocation program, you will choose to allocate your purchase payments among a set of investment portfolios you select using one of the models we provide. There currently are twenty models, a disciplined and a flexible model for each of ten levels of risk tolerance and return potential. It is your responsibility to select or change your model and your investment portfolios. Neither BIA, the insurance company nor your registered representative will make this decision for you. Not applicable. As of February 29, 2024, client assets under the Marquis program, which are managed on a non- discretionary basis, were approximately $1,426,290,707.