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Data / Investment advisers / Serving insurance companies / Connecticut

Investment advisers in Connecticut serving insurance companies: 40 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

40 SEC registered investment advisers with a main office in Connecticut report insurance companies among their clients in Form ADV item 5.D, and together they attribute $420 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is New England Asset Management, Inc.

The request: Every investment adviser in Connecticut that serves insurance companies, with AUM, phone and website. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 40Advisers
  • $420 billionAUM from this client type
  • 40Advisers over $100 million
  • November 2, 2026File date

Advisers in Connecticut serving insurance companies

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
New England Asset Management, Inc.Farmington128$96.38 billion$111.72 billionadviserinfo.sec.gov
Conning, Inc.Hartford121$94.28 billion$106.90 billionadviserinfo.sec.gov
Hartford Investment Management CompanyHartford44$89.29 billion$123.58 billionadviserinfo.sec.gov
Symetra Investment Management CompanyFarmington5$61.15 billion$88.78 billionadviserinfo.sec.gov
Knights of Columbus Asset Advisors LLCNew HavenFewer than 5$27.53 billion$30.51 billionadviserinfo.sec.gov
Cigna Investments, Inc.Bloomfield44$14.65 billion$25.76 billionadviserinfo.sec.gov
Ellington Global Asset Management, LLCOld Greenwich33$7.03 billion$9.18 billionadviserinfo.sec.gov
Hildene Capital ManagementStamford6$6.85 billion$20.18 billionadviserinfo.sec.gov
Eagle Point Credit Management LLCGreenwich50$5.87 billion$13.24 billionadviserinfo.sec.gov
Steeprock CapitalGreenwich6$2.13 billion$2.63 billionadviserinfo.sec.gov
Stone Point Credit Adviser LLCGreenwich7$1.94 billion$11.13 billionadviserinfo.sec.gov
Bharcap Partners, LLCGreenwichFewer than 5$1.92 billion$3.24 billionadviserinfo.sec.gov
Shelter Growth Capital Partners LLCStamford4$1.91 billion$4.66 billionadviserinfo.sec.gov
Nebrodi Partners, LLCHartford1$1.18 billion$1.48 billionadviserinfo.sec.gov
Witt Lake Asset Management LLCStamford5$1.12 billion$1.12 billionadviserinfo.sec.gov
Counterpointe Investment Management LLCStamfordFewer than 5$1.05 billion$1.05 billionadviserinfo.sec.gov
Virtus Fixed Income Advisers, LLCHartford5$893.6 million$34.91 billionadviserinfo.sec.gov
Fermat Capital Management, LLCWestportFewer than 5$777.5 million$11.14 billionadviserinfo.sec.gov
NGC Investment ManagementDarien6$605.5 million$1.05 billionadviserinfo.sec.gov
Conning Investment Products, Inc.HartfordFewer than 5$564 million$572 millionadviserinfo.sec.gov
Spectrum Asset Management, Inc.Stamford6$485.5 million$18.30 billionadviserinfo.sec.gov
Hudson Structured Capital Management LTD.StamfordFewer than 5$465.3 million$4.03 billionadviserinfo.sec.gov
Riskbridge Advisors, LLCNorwalk1$347.5 million$898.3 millionadviserinfo.sec.gov
Philosmith Capital CorporationStamford2$341.3 million$380.5 millionadviserinfo.sec.gov
AQR Capital Management, LLCGreenwichFewer than 5$210.5 million$311.70 billionadviserinfo.sec.gov
Coastal Bridge AdvisorsWestportFewer than 5$189.3 million$5.02 billionadviserinfo.sec.gov
Sustainable Growth Advisers, LPStamford6$127.7 million$16.66 billionadviserinfo.sec.gov
Usi AdvisorsGlastonbury5$125.3 million$56.28 billionadviserinfo.sec.gov
Aip Capital Advisors LLCStamford1$125 million$340 millionadviserinfo.sec.gov
Post Road Group LLCStamford1$93.1 million$1.05 billionadviserinfo.sec.gov
Axiom InvestorsGreenwichFewer than 5$90.5 million$28.06 billionadviserinfo.sec.gov
Titan Advisors, LLCStamford13$78.2 million$1.53 billionadviserinfo.sec.gov
1543 Capital LPGreenwich1$48 million$1.04 billionadviserinfo.sec.gov
Mangrove PartnersGreenwichFewer than 5$29 million$2.71 billionadviserinfo.sec.gov
A&M CapitalGreenwichFewer than 5$9.7 million$7.20 billionadviserinfo.sec.gov
Portfolio Advisors LLCDarienFewer than 5$8.6 million$47.84 billionadviserinfo.sec.gov
Night Owl Capital Management, LLCGreenwich1$4.8 million$1.10 billionadviserinfo.sec.gov
Energy Income PartnersWestport1$4 million$6.06 billionadviserinfo.sec.gov
New Edge WealthStamfordFewer than 5$1.8 million$19.93 billionadviserinfo.sec.gov
Cross Ocean Partners Management LPGreenwich1$7,254$7.04 billionadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.