AFLAC ASSET MANAGEMENT LLC
Adviser information for AFLAC ASSET MANAGEMENT LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 105 |
|---|---|
| Investment Advisory/Research | 37 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 11 | $101.4B |
| Non-Discretionary | 1 | $18.8B |
| Total | 12 | $120.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $1.4B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $74.6B |
| Insurance companies | 5 | $19.5B |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $5.9B |
| Other | <5 | $18.8B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 55 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
100 WALL STREET, 29TH FLOORNEW YORK
NY
United States
Monday - Friday, 9:00 - 5:00
Tel: 212-510-4600, Fax: None
Chief Compliance Officer
REBECCA AMISSAH
100 WALL STREET, 29TH FLOOR
NEW YORK
NY
United States
Tel:
212-510-6280
Fax:
844-260-1201
R*******@********M
(Full email address available in API data)
Regulatory Contact
JEFFREY HAYWOOD
VP - INVESTMENT COMPLIANCE
100 WALL STREET, 29TH FLOOR
NEW YORK
NY
United States
Tel:
646-901-7657
J*******@********M
(Full email address available in API data)
Industry Affiliates
| AFLAC ASSET MANAGEMENT JAPAN, LTD. | Other investment adviser, including financial planners |
| AFLAC LIFE INSURANCE JAPAN, LTD. | Insurance company or agency |
| AFLAC RE BERMUDA LTD. | Insurance company or agency |
| AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | Insurance company or agency |
| AMERICAN FAMILY LIFE ASSURANCE COMPANY OF NEW YORK | Insurance company or agency |
| CONTINENTAL AMERICAN INSURANCE COMPANY | Insurance company or agency |
| TIER ONE INSURANCE COMPANY | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GLOBAL ALTERNATIVES FUND SPC | Private Equity Fund | $1,369.3M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DYSLIN, BRADLEY, EUGENE | Individual | – | PRESIDENT AND GLOBAL CHIEF INVESTMENT OFFICER | 01/2023 | < 5% |
| STEVENS, TIMOTHY, MALTBY | Individual | – | SMD, GLOBAL HEAD OF STRUCTURED PRIVATE CREDIT, ALTERNATIVES, MACRO STRATEGY, AND DERIVATIVES | 09/2021 | < 5% |
| AMISSAH, REBECCA, BINEY | Individual | – | MD, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | 10/2017 | < 5% |
| AFLAC INC. | Domestic Entity | – | MEMBER | 10/2017 | > 75% |
| FRIEDMAN, BARBARA, THORDIS | Individual | – | SMD, GLOBAL HEAD OF LEGAL & REGULATORY AND ASSISTANT SECRETARY | 10/2017 | < 5% |
| YAMAMOTO, HIDETO | Individual | – | DIRECTOR | 10/2017 | < 5% |
| Nobles, Tsana, Windflower | Individual | – | SMD, CHIEF RISK OFFICER | 02/2022 | < 5% |
| Tachikawa, Alan | Individual | – | MD, CHIEF FINANCIAL OFFICER | 08/2022 | < 5% |
| RIZZO, JAMES, MICHAEL | Individual | – | MD, U.S. CHIEF INVESTMENT OFFICER | 07/2023 | < 5% |
| LIU, XIAOMEI | Individual | – | MD, GLOBAL HEAD OF CREDIT | 01/2023 | < 5% |
| COLE, CATHERINE, FRANCES | Individual | – | MD, HEAD OF PRIVATE DEBT EMP, STRATEGIC PARTNERSHIPS, AND BUSINESS DEVELOPMENT | 11/2023 | < 5% |
| BRODEN, MAX, KRISTIAN | Individual | – | DIRECTOR | 01/2024 | < 5% |
| BLACKMON, ROBIN, R LITTRELL | Individual | – | DIRECTOR | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed February 7th, 2022 for period ending December 31st, 2021
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| SPDR Blackstone / GSO Senior Loan ETF | Com | 144K | 3M | – |