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	02/06/2026
ADV Location	WHIPPANY, NJ, United States
Adviser Type - Large advisory firm
Number of Employees	960 4%
of those in investment advisory functions	688 -1%
Registration	SEC, Approved, 11/29/2006

AUM^*	508,892,646,764 2%
of that, discretionary	506,439,775,531 2%
Private Fund GAV^*	5,162,239,202 59%
Avg Account Size	750,579,125 -4%
% High Net Worth	1.89% 2%
SMA’s	Yes
Private Funds	25 4
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

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name DELOITTE & TOUCHÉ LLP	Filing Date11/25/2025	Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHÉ LLP	Filing Date03/28/2025	Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHÉ LLP	Filing Date10/25/2023	Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHE LLP	Filing Date03/29/2023	Form ADV-E View Report

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	Count9	GAV$2,283,012,342

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 LP	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 MAK CAPITAL	Hedge Fund1.6b	Liquidity Fund-	Private Equity Fund112.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.7b	AUM1.7b	#Funds7
Adviser P2 CAPITAL PARTNERS, LLC	Hedge Fund911.9m	Liquidity Fund-	Private Equity Fund348.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.3b	AUM1.3b	#Funds5
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 TENSILE CAPITAL MANAGEMENT LP	Hedge Fund2.0b	Liquidity Fund-	Private Equity Fund89.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM2.0b	#Funds8
Adviser DARSANA CAPITAL PARTNERS LP	Hedge Fund13.1b	Liquidity Fund-	Private Equity Fund3.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV16.7b	AUM16.7b	#Funds5
Adviser CORRE PARTNERS MANAGEMENT, LLC	Hedge Fund801.6m	Liquidity Fund-	Private Equity Fund301.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM1.1b	#Funds9
Adviser ROSEMAWR MANAGEMENT LLC	Hedge Fund726.1m	Liquidity Fund-	Private Equity Fund518.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.2b	AUM1.2b	#Funds13

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker67066G104	Stock NameNVIDIA CORP	$ Position$1,249,709,644	% Position6.00%	$ Change-5.00%	# Change-5.00%
Stck Ticker594918104	Stock NameMICROSOFT CORP	$ Position$999,929,327	% Position5.00%	$ Change-11.00%	# Change-5.00%
Stck Ticker037833100	Stock NameAPPLE INC	$ Position$1,113,464,886	% Position5.00%	$ Change1.00%	# Change-5.00%
Stck Ticker023135106	Stock NameAMAZON COM INC	$ Position$599,605,269	% Position3.00%	$ Change2.00%	# Change-3.00%
Stck Ticker11135F101	Stock NameBROADCOM INC	$ Position$457,165,220	% Position2.00%	$ Change1.00%	# Change-4.00%
Stck Ticker88160R101	Stock NameTESLA INC	$ Position$356,286,623	% Position2.00%	$ Change-3.00%	# Change-4.00%
Stck Ticker02079K305	Stock NameALPHABET INC CLASS A	$ Position$484,089,869	% Position2.00%	$ Change24.00%	# Change-4.00%
Stck Ticker02079K107	Stock NameALPHABET INC CLASS C	$ Position$389,060,851	% Position2.00%	$ Change23.00%	# Change-4.00%
Stck Ticker30303M102	Stock NameMETA PLATFORMS INC CLASS A	$ Position$396,196,579	% Position2.00%	$ Change-12.00%	# Change-2.00%
Stck Ticker478160104	Stock NameJOHNSON & JOHNSON	$ Position$119,518,178	% Position1.00%	$ Change8.00%	# Change-3.00%

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.

METLIFE INVESTMENT MANAGEMENT, LLC

Adviser Profile

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

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