Metlife Investment Fund Services LLC (Somerset)


Metlife Investment Fund Services LLC is a large advisory firm based in Somerset. It manages $2.2 billion of regulatory assets for 129,871 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 45 other states.

Metlife Investment Fund Services provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Metlife Investment Fund Services: assets under management

The assets under management (AUM) of Metlife Investment Fund Services LLC is $2.2 billion. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Metlife Investment Fund Services LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Metlife Investment Fund Services LLC

Michael Kevin Farrell has been acting as President since 1 Sep 2005. Marc Allan Cohn joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Citistreet Retirement Services Llc Sole member of applicant 1 Dec 1991 75% - 100% 22-3140349
Brian Thomas Lodestro Vice president, managed assets programs 1 Dec 2002 Other 2874822
Lori M Renzulli Vice president, chief compliance officer 1 Jul 2004 Other 1994781
Anthony James Williamson Treasurer 1 Sep 2005 Other 4601252
Michael Kevin Farrell President 1 Sep 2005 Other 854508
John Peter Kyne Chief compliance officer 1 May 2006 Other 2573027
Marc Allan Cohn Chief compliance officer 1 Nov 2006 Other 2464524

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Metropolitan Tower Life Insurance Company Sole member 1 Sep 2005 75% - 100% 13-3114906
Inc. Metlife Sole owner 1 Sep 2005 75% - 100% 13-4075851

Based in Somerset

The principal office where Metlife Investment Fund Services LLC performs its advisory services is located at 400 Atrium Drive, Somerset, NJ 08873 The mailing address of the firm is 1 Metlife Plaza, Long Island City, NY 11101. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-652-1200 or by fax 732-652-1411. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.citistreetonline.com.