New York Life Investment Management LLC

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Total assets under management

$113,162,976,263

Total clients

919

0% high-net worth

Total advisors

of 349 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$123,137,080

Client services

Portfolio management

Fee options

Fixed

In certain cases, NYLIM will agree with a client to a fixed Management Fee; rate depends on account size and other terms negotiated

Percentage

$0+: Custom separate account management fees typically range from 0.10% to 0.45% of assets under management (based on account size, objective, and other parameters) $0+: Managed Accounts annual Management Fee ranges from 0.25% to 0.80% of assets under management, varying by program, sponsor, investment strategy, account type, services provided, and asset amount

Other

Account minimum: $100,000 minimum for Managed Accounts; minimums for Multi-Asset Solutions Team funds vary by fund and are detailed in each fund’s prospectus and/or SAI; minimum for custom separate account management services is negotiable and varies

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

New York Life Investment Management LLC

51 Madison Avenue

New York NY 10010, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 888-474-7725

Advisors at this firm

Christopher L

Series 63, Series 65

Potomac, MD

New York Life Investment Management LLC

Martin L

Series 63, Series 66

Chesterfield, MO

New York Life Investment Management LLC

Jonathan W

Series 66

Glencoe, IL

New York Life Investment Management LLC

Raynnier H

ChFC®, Series 63

New York, NY

New York Life Investment Management LLC

Shane M

Series 66

New York, NY

New York Life Investment Management LLC

Amanda C

Series 66

Seattle, WA

New York Life Investment Management LLC

Justin A

Series 63, Series 66

Merrick, NY

New York Life Investment Management LLC

Brian W

Series 66

Tulsa, OK

New York Life Investment Management LLC

Bernardo L

Series 63, Series 65

Miami, FL

New York Life Investment Management LLC

Robert W

Series 66

Ridgewood, NJ

New York Life Investment Management LLC

Deborah V

Series 63

Long Beach, CA

New York Life Investment Management LLC

William H

Series 66

New York, NY

New York Life Investment Management LLC

Amine K

Series 63, Series 65

Somerset, NJ

New York Life Investment Management LLC

Cory M

Series 63, Series 66

Norwell, MA

New York Life Investment Management LLC

Kyle B

Series 63, Series 65

New York, NY

New York Life Investment Management LLC

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