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COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC

JERSEY CITY, NJ · CRD 150088 · IAPD ↗ · corebridgefinancial.com · 212-458-6082

$121.05BRegulatory AUM
248Advisory reps
419Employees
0Clients
n/aPlanning clients
13Private funds
7States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC shrank from 265 to 248 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2026 — COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
April 2025 — COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC shrank from 299 to 265 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
32
June 2024 — COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
June 2024 — COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC moved its main office from NEW YORK, NY to JERSEY CITY, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2024 — COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC added office(s): 8 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC grew from 288 to 299 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2024 — AIG ASSET MANAGEMENT (U.S.), LLC is now doing business as COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.