RIA Intel›Advisers›Massachusetts›LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC.

LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC.

Advisory

N·BOSTON, MA

Data as of Sep 17, 2014 · Source: SEC Form ADV

Total AUM

$83.0B

1-Year AUM Growth

+2.4%

3-Year CAGR

+5.4%

Employees

70

Assets Under Management

Total AUM$83.0B

Discretionary AUM$78.4B

Non-Discretionary AUM$4.6B

Discretionary %94.5%

Total Clients—

Team

Total Employees70

Investment Advisers200

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingMay 13, 2011

Latest FilingSep 17, 2014

🔒 Full AUM trend chart and 7 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.