Symetra Investment Management Company

Overview

Symetra Investment Management Company is an SEC registered investment adviser based in Farmington, CT, registered since 2021. It reports $88.8B in assets under management across 76 accounts, with 101 employees.

Reported AUM

$88.8B

Discretionary

72%

Accounts

76

Average account

$1.2B

Employees

101

Registered since

2021

Jurisdictions

2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• Insurance Companies
• Other Investment Advisors
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 11

• Anita Karkhanis Kerr Senior Managing Director, Interim Co-President Head of Business Strategy & Operations CRD 2319338
• Nicholas Paul Mocciolo Senior Managing Director, Interim Co-President & Chief Investment Officer CRD 7328563
• Andrew Gould Senior Managing Director, General Counsel CRD 6187541

8 more executive officers, with direct contact details

Location

Headquarters

308 Farmington Ave Ste 3
Farmington, CT 06032

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: symetra.com/sim

Every state, with registration dates

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