LIS MONEY MANAGEMENT FIRMS Rank Firm - CBJonline.com · Rank Firm Portfolio Mix (by percent)...
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MAY 28, 2018 LOS ANGELES BUSINESS JOURNAL 11 THE LIST Portfolio Mix (by percent) Rank Firm • name • address • website Assets Managed in L.A. County • 2017 • 2016 (in billions) • equity • fixed income • cash equivalent • real estate • other L.A. County Staff • portfolio managers • researchers Profile • headquarters • client contact(s) Chief Investment Officer • name • phone 1 Capital Group 333 S. Hope St. Los Angeles 90071; thecapitalgroup.com $1,778.1 $1,478.5 N/A N/A N/A N/A N/A 48 59 Los Angeles N/A Timothy Armour (213) 486-9200 2 Guggenheim Partners Investment Management 100 Wilshire Blvd. Santa Monica 90401; guggenheimpartners.com 250.8 209.2 17 75 0 0 8 N/A New York/Chicago N/A Scott Minerd (310) 576-1270 3 Western Asset Management Co. 385 E. Colorado Blvd. Pasadena 91101; westernasset.com 236.0 222.0 0 100 0 0 0 27 18 Pasadena Derek Fan Kenneth Leech (626) 844-9400 4 TCW Group Inc. 865 S. Figueroa St., Suite 1800 Los Angeles 90017; tcw.com 204.6 191.6 7 89 0 0 4 23 89 Los Angeles Joseph Carieri Alex McCulloch Michael Reilly Tad Rivelle (213) 244-0000 5 Primecap Management Co. 177 E. Colorado Blvd., 11th Floor Pasadena 91105; primecapmanagement.com 135.3 106.3 100 0 0 0 0 5 12 Pasadena Douglas McCrary N/A (626) 304-9222 6 DoubleLine Capital 333 S. Grand Ave., 18th Floor Los Angeles 90071; doubleline.com 118.5 101.5 5 94 0 0 0 25 49 Los Angeles Ronald Redell Jeffrey Gundlach (213) 633-8200 7 Payden & Rygel 333 S. Grand Ave., Suite 3200 Los Angeles 90071; payden.com 117.1 106.0 2 98 0 0 0 38 46 Los Angeles Brian Matthews James Sarni Investment Policy Committee (213) 625-1900 8 Merrill Lynch 350 S. Grand Ave., Suite 2700 Los Angeles 90071; ml.com 107.8 99.1 N/A N/A N/A N/A N/A N/A Charlotte, N.C. Dominic Chow Christopher Hyzy (800) 937-0620 9 Ares Management 2000 Avenue of the Stars, 12th Floor Los Angeles 90067; aresmgmt.com 106.5 95.3 N/A N/A N/A N/A N/A N/A Los Angeles N/A N/A (310) 201-4100 10 CBRE Global Investors 515 S. Flower St., 31st Floor Los Angeles 90071; cbreglobalinvestors.com 103.2 86.6 0 0 0 100 0 10 5 Los Angeles Michael McMenomy Ritson Ferguson (213) 683-4200 11 Morgan Stanley 444 S. Flower St., 34th Floor Los Angeles 90071; morganstanley.com 92.8 1 92.8 N/A N/A N/A N/A N/A N/A New York N/A N/A (213) 486-8915 12 Oaktree Capital Management 333 S. Grand Ave., 28th Floor Los Angeles 90071; oaktreecapital.com 76.8 79.4 5 48 0 9 39 14 96 Los Angeles Andrea Williams Bruce Karsh (213) 830-6300 13 Causeway Capital Management 11111 Santa Monica Blvd., 15th Floor Los Angeles 90025; causewaycap.com 59.0 44.2 100 0 0 0 0 11 18 Los Angeles Paul O'Grady Sarah Ketterer (310) 231-6100 14 Wilshire Associates Inc. 1299 Ocean Ave., Suite 700 Santa Monica 90401; wilshire.com 48.9 13.8 N/A N/A N/A N/A N/A N/A Santa Monica N/A Joshua Emanuel (310) 451-3051 15 Colony NorthStar Inc. 515 S. Flower St., 44th Floor Los Angeles 90071; clns.com 43.0 56.0 0 0 0 100 0 N/A Los Angeles Rommel Marseille Kevin Traenkle (310) 282-8820 16 U.S. Bank 633 W. Fifth St. Los Angeles 90071; usbank.com 39.0 1 39.0 N/A N/A N/A N/A N/A N/A Minneapolis Stephen Sherline Eric Freedman (213) 615-6566 17 City National Bank 555 S. Flower St. Los Angeles 90071; cnb.com 36.9 31.0 44 38 15 0 3 N/A Los Angeles Garrett D'Alessandro Garrett D'Alessandro (310) 888-6300 1 Business Journal estimate. N/A - Not Available Note: Information for this list provided by representatives of the firms themselves. Firms are ranked by assets under management in L.A. County offices as of Dec. 31, 2017. To the best of our knowledge, this information is accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions and typographical errors sometimes occur. Please send corrections or additions on company letterhead to the Research Department, Los Angeles Business Journal, 5700 Wilshire Blvd., Suite 170, Los Angeles 90036. ©2018 Los Angeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from the editor. Reprints are available from Wright’s Media (877) 652-5295. Researched by Joshua Niv Ranked by assets managed in Los Angeles County as of Dec. 31 MONEY MANAGEMENT FIRMS NEXT WEEK The Largest Minority-Owned Businesses in L.A. County Continued on page 12
Transcript of LIS MONEY MANAGEMENT FIRMS Rank Firm - CBJonline.com · Rank Firm Portfolio Mix (by percent)...
MAY 28, 2018 LOS ANGELES BUSINESS JOURNAL 11
THE LISTPortfolio Mix (by percent)Rank Firm
• name
• address
• website
Assets Managed in L.A.County• 2017
• 2016
(in billions)
• equity • fixed
income
• cash
equivalent
• real
estate
• other
L.A. CountyStaff• portfolio
managers
• researchers
Profile• headquarters
• client contact(s)
Chief Investment Officer• name
• phone
1Capital Group333 S. Hope St.Los Angeles 90071; thecapitalgroup.com
$1,778.1$1,478.5
N/A N/A N/A N/A N/A 4859
Los AngelesN/A
Timothy Armour(213) 486-9200
2Guggenheim Partners InvestmentManagement100 Wilshire Blvd.Santa Monica 90401;guggenheimpartners.com
250.8209.2
17 75 0 0 8 N/A New York/ChicagoN/A
Scott Minerd(310) 576-1270
3Western Asset Management Co.385 E. Colorado Blvd.Pasadena 91101; westernasset.com
236.0222.0
0 100 0 0 0 2718
PasadenaDerek Fan
Kenneth Leech(626) 844-9400
4TCW Group Inc.865 S. Figueroa St., Suite 1800Los Angeles 90017; tcw.com
204.6191.6
7 89 0 0 4 2389
Los AngelesJoseph CarieriAlex McCulloch
Michael ReillyTad Rivelle(213) 244-0000
5Primecap Management Co.177 E. Colorado Blvd., 11th FloorPasadena 91105; primecapmanagement.com
135.3106.3
100 0 0 0 0 512
PasadenaDouglas McCrary
N/A(626) 304-9222
6DoubleLine Capital333 S. Grand Ave., 18th FloorLos Angeles 90071; doubleline.com
118.5101.5
5 94 0 0 0 2549
Los AngelesRonald Redell
Jeffrey Gundlach(213) 633-8200
7Payden & Rygel333 S. Grand Ave., Suite 3200Los Angeles 90071; payden.com
117.1106.0
2 98 0 0 0 3846
Los AngelesBrian MatthewsJames Sarni
Investment PolicyCommittee(213) 625-1900
8Merrill Lynch350 S. Grand Ave., Suite 2700Los Angeles 90071; ml.com
107.899.1
N/A N/A N/A N/A N/A N/A Charlotte, N.C.Dominic Chow
Christopher Hyzy(800) 937-0620
9Ares Management2000 Avenue of the Stars, 12th FloorLos Angeles 90067; aresmgmt.com
106.595.3
N/A N/A N/A N/A N/A N/A Los AngelesN/A
N/A(310) 201-4100
10CBRE Global Investors515 S. Flower St., 31st FloorLos Angeles 90071; cbreglobalinvestors.com
103.286.6
0 0 0 100 0 105
Los AngelesMichaelMcMenomy
Ritson Ferguson(213) 683-4200
11Morgan Stanley444 S. Flower St., 34th FloorLos Angeles 90071; morganstanley.com
92.8192.8
N/A N/A N/A N/A N/A N/A New YorkN/A
N/A(213) 486-8915
12Oaktree Capital Management333 S. Grand Ave., 28th FloorLos Angeles 90071; oaktreecapital.com
76.879.4
5 48 0 9 39 1496
Los AngelesAndrea Williams
Bruce Karsh(213) 830-6300
13Causeway Capital Management11111 Santa Monica Blvd., 15th FloorLos Angeles 90025; causewaycap.com
59.044.2
100 0 0 0 0 1118
Los AngelesPaul O'Grady
Sarah Ketterer(310) 231-6100
14Wilshire Associates Inc.1299 Ocean Ave., Suite 700Santa Monica 90401; wilshire.com
48.913.8
N/A N/A N/A N/A N/A N/A Santa MonicaN/A
Joshua Emanuel(310) 451-3051
15Colony NorthStar Inc.515 S. Flower St., 44th FloorLos Angeles 90071; clns.com
43.056.0
0 0 0 100 0 N/A Los AngelesRommel Marseille
Kevin Traenkle(310) 282-8820
16U.S. Bank633 W. Fifth St.Los Angeles 90071; usbank.com
39.0139.0
N/A N/A N/A N/A N/A N/A MinneapolisStephen Sherline
Eric Freedman(213) 615-6566
17City National Bank555 S. Flower St.Los Angeles 90071; cnb.com
36.931.0
44 38 15 0 3 N/A Los AngelesGarrettD'Alessandro
Garrett D'Alessandro(310) 888-6300
1 Business Journal estimate.N/A - Not Available Note: Information for this list provided by representatives of the firms themselves. Firms are rankedby assets under management in L.A. County offices as of Dec. 31, 2017. To the best of our knowledge, this informationis accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions
and typographical errors sometimes occur. Please send corrections or additions on company letterhead to the ResearchDepartment, Los Angeles Business Journal, 5700 Wilshire Blvd., Suite 170, Los Angeles 90036. ©2018 Los AngelesBusiness Journal. This list may not be reprinted in whole or in part without prior written permission from the editor.Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
Ranked by assets managed in Los Angeles County as of Dec. 31MONEY MANAGEMENT FIRMS NEXT WEEK
The Largest Minority-Owned Businesses in L.A. County
Continued on page 12
11-18_labj_money-man-list.indd 11 5/24/18 6:59 PM
12 LOS ANGELES BUSINESS JOURNAL THE LIST MAY 28, 2018
MONEY MANAGEMENT FIRMSPortfolio Mix (by percent)Rank Firm
• name
• address
• website
Assets Managed in L.A.County• 2017
• 2016
(in billions)
• equity • fixed
income
• cash
equivalent
• real
estate
• other
L.A. CountyStaff• portfolio managers
• researchers
Profile• headquarters
• client contact(s)
Chief Investment Officer• name
• phone
18FPA11601 Wilshire Blvd., Suite 1200Los Angeles 90025; fpafunds.com
$33.71
$31.0N/A N/A N/A N/A N/A 10
33Los AngelesMark Hancock
N/A(800) 982-4372
19Hotchkis and Wiley Capital Management725 S. Figueroa St., 39th FloorLos Angeles 90017; hwcm.com
32.030.0
85 12 3 0 0 N/A Los AngelesSheldon Lieberman
George Davis(213) 430-1000
Wells Fargo & Co.707 Wilshire Blvd.Los Angeles 90017; wellsfargo.com
32.031.0
36 34 9 4 19 1313
San FranciscoLance Fox
Erik Davidson(800) 869-3557
21Los Angeles Capital Management andEquity Research11150 Santa Monica Blvd., Suite 200Los Angeles 90025; lacapm.com
29.922.4
100 0 0 0 0 1215
Los AngelesDaniel AllenThomas Stevens
Hal Reynolds(310) 479-9998
22Angeles Investment Advisors429 Santa Monica Blvd., Suite 650Santa Monica 90401; angelesadvisors.com
28.725.9
N/A N/A N/A N/A N/A 714
Santa MonicaTatijana StafetsJanko
Michael Rosen(310) 393-6300
23UBS Financial Services Inc.2000 Avenue of the Stars, Seventh FloorLos Angeles 90067; ubs.com
27.42
27.445 35 11 0 9 N/A Zurich & Basel,
SwitzerlandRon Meraz
Michael Ryan(888) 843-6991
24First Quadrant800 E. Colorado Blvd., Suite 900Pasadena 91101; firstquadrant.com
26.322.3
19 0 0 0 82 N/A PasadenaJim Tufts
Max Darnell(626) 795-8220
25Analytic Investors555 W. Fifth St., 50th FloorLos Angeles 90013; aninvestor.com
25.217.6
94 0 0 0 6 613
Los AngelesGeorge Matthews
Dennis BeinGregory McMurran(213) 688-3015
26Crescent Capital Group11100 Santa Monica Blvd., Suite 2000Los Angeles 90025; crescentcap.com
25.024.0
0 100 0 0 0 N/A Los AngelesJoseph Viola
Committee(310) 235-5900
27Canyon Partners3
2000 Avenue of the Stars, 11th FloorLos Angeles 90067; canyonpartners.com
23.421.1
N/A N/A N/A N/A N/A N/A Los AngelesIngrid Kiefer
Joshua FriedmanMitchell Julis(310) 272-1000
28Bay Mutual Financial1460 4th St., Suite 212Santa Monica 90401; baymutual.com
20.81
22.11N/A N/A N/A N/A N/A N/A Santa Monica
N/AMartin "Bud" Pernoll(310) 586-3222
29Kayne Anderson Capital Advisors1800 Avenue of the Stars, Third FloorLos Angeles 90067; kaynecapital.com
20.526.0
N/A N/A N/A N/A N/A N/A Los AngelesEileen Mancera
Bob Sinnott(800) 638-1496
30Kayne Anderson Rudnick InvestmentManagement1800 Avenue of the Stars, Second FloorLos Angeles 90067; kayne.com
18.912.8
93 7 0 0 0 94
Los AngelesStephen Rigali
Douglas Foreman(800) 231-7414
31First Republic1888 Century Park EastLos Angeles 90067; firstrepublic.com
17.813.3
52 32 8 0 8 2711
San FranciscoGeorge Buza
Christopher Wolfe(800) 392-1400
32Post Advisory Group2049 Century Park East, Suite 3050Los Angeles 90067; postadvisory.com
16.914.7
0 100 0 0 0 510
Los AngelesHugh Costello
Henry Chyung(310) 996-9600
33Aristotle Capital Management11100 Santa Monica Blvd., Suite 1700Los Angeles 90025; aristotlecap.com
15.111.1
99 1 0 0 0 513
Los AngelesRanjit SufiPatrick Schussman
Gary LisenbeeGregory Padilla(310) 478-4005
34Beach Point Capital Management1620 26th St., Suite 6000NSanta Monica 90404; beachpointcapital.com
12.412.1
11 81 8 0 0 923
Santa MonicaJohn Quintanar
Carl GoldsmithScott Klein(310) 996-9700
1 Financial information from SEC filings.2 Business Journal estimate.3 Includes Canyon Capital Advisors, Canyon Capital Realty Advisors and ICE Canyon.N/A - Not Available Note: Information for this list provided by representatives of the firms themselves. Firms are rankedby assets under management in L.A. County offices as of Dec. 31, 2017. To the best of our knowledge, this information
is accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissionsand typographical errors sometimes occur. Please send corrections or additions on company letterhead to the ResearchDepartment, Los Angeles Business Journal, 5700 Wilshire Blvd., Suite 170, Los Angeles 90036. ©2018 Los AngelesBusiness Journal. This list may not be reprinted in whole or in part without prior written permission from the editor.Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
Continued from page 11
Continued on page 14
11-18_labj_money-man-list.indd 12 5/24/18 7:58 PM
14 LOS ANGELES BUSINESS JOURNAL THE LIST MAY 28, 2018
Portfolio Mix (by percent)Rank Firm• name
• address
• website
Assets Managed in L.A.County• 2017
• 2016
(in billions)
• equity • fixed
income
• cash
equivalent
• real
estate
• other
L.A. CountyStaff• portfolio managers
• researchers
Profile• headquarters
• client contact(s)
Chief Investment Officer• name
• phone
Capital Group Private Client Services333 S. Hope St.Los Angeles 90071; capitalgroup.com/pcs
$12.4$8.0
73% 22% 4% 0% 1% N/A Los AngelesN/A
William Robbins(866) 421-2166
36NWQ Investment Management Co.2049 Century Park East, 16th FloorLos Angeles 90067; nwq.com
12.211.7
71 21 0 0 8 N/A Los AngelesChip BaileyGeorge Webb
Jon Bosse(310) 712-4000
37Santa Barbara Asset Management2049 Century Park East, 17th FloorLos Angeles 90067; sbasset.com
11.79.4
95 0 5 0 0 16
Los AngelesChris Perry
James Boothe(310) 552-5100
38Advanced Research Investment Solutions9150 Wilshire Blvd., Suite 220Beverly Hills 90212; arisconsulting.com
11.19.9
30 30 1 4 35 25
Beverly HillsDamien BisserierAlex Shahidi
Alex Shahidi(424) 283-3800
39Bel Air Investment Advisors1999 Avenue of the Stars, Suite 3200Los Angeles 90067; belair-llc.com
10.516.6
N/A N/A N/A N/A N/A N/A Los AngelesTodd Morgan
N/A(310) 229-1500
40Lowe11777 San Vicente Blvd., Suite 900Los Angeles 90049; loweenterprises.com
9.68.5
0 0 0 100 0 N/A Los AngelesBrad HoweBleecker Seaman
Mike Lowe(310) 820-6661
41Northern Trust2049 Century Park East, Suite 3600Los Angeles 90067; northerntrust.com
8.37.7
49 40 2 4 5 141
ChicagoMichele Havens
Richard Barnett(800) 257-0901
42American Realty Advisors515 S. Flower St., 49th FloorLos Angeles 90071; aracapital.com
8.28.0
0 0 0 100 0 71
Los AngelesJay Butterfield
Kirk Helgeson(213) 233-5700
43Pacific Income Advisers1299 Ocean Ave., Second FloorSanta Monica 90401; pacificincome.com
8.18.8
0 100 0 0 0 9N/A
Santa MonicaTim Tarpening
Lloyd McAdams(310) 393-1424
44Everett Harris & Co.888 W. 6th St.,10th FloorLos Angeles 90017; everettharris.com
7.26.8
65 30 5 0 0 N/A Los AngelesAnny Choe
Jim Ward(213) 625-2677
45Mesa West Capital11755 Wilshire Blvd., Suite 2100Los Angeles 90025; mesawestcapital.com
7.06.4
0 0 0 100 0 N/A Los AngelesRyan Krauch
Jeff Friedman(310) 806-6300
46Camden Asset Management2029 Century Park East, Suite 2010Los Angeles 90067; camdenasset.com
6.915.5
N/A N/A N/A N/A N/A N/A Los AngelesBarbara Detwiler
John Wagner(310) 203-4200
47BNY Mellon Wealth Management10250 Constellation Blvd., Suite 2100Los Angeles 90067; bnymellonwealth.com
6.46.7
N/A N/A N/A N/A N/A N/A New YorkCharles Long
Leo Grohowski(424) 277-6829
48Coast Asset Management11150 Santa Monica Blvd., Suite 1400Los Angeles 90025; coastasset.com
6.16.8
N/A N/A N/A N/A N/A N/A Los AngelesAndrew Tran
Dave Smith(310) 576-3500
49Fiduciary Trust International444 S. Flower St., Suite 3200Los Angeles 90071; fiduciarytrust.com
5.66.4
62 12 12 0 13 N/A Los AngelesStephen Dutka
Ronald Sanchez(800) 421-9683
50Whittier Trust Co.1600 Huntington DriveSouth Pasadena 91030; whittiertrust.com
5.55.7
66 6 6 12 10 N/A South PasadenaTim McCarthy
Sandip Bhagat(626) 441 5111
Signature Estate & Investment Advisors2121 Avenue of the Stars, Suite 1600Los Angeles 90067; seia.com
5.54.4
60 30 6 0 4 128
Los AngelesN/A
Deron McCoy(310) 712-2323
1 Financial information from SEC filings.N/A - Not Available Note: Information for this list provided by representatives of the firms themselves. Firms are rankedby assets under management in L.A. County offices as of Dec. 31, 2017. To the best of our knowledge, this informationis accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions
and typographical errors sometimes occur. Please send corrections or additions on company letterhead to the ResearchDepartment, Los Angeles Business Journal, 5700 Wilshire Blvd., Suite 170, Los Angeles 90036. ©2018 Los AngelesBusiness Journal. This list may not be reprinted in whole or in part without prior written permission from the editor.Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
MONEY MANAGEMENT FIRMS Continued from page 12
11-18_labj_money-man-list.indd 14 5/24/18 7:00 PM
MAY 28, 2018 THE LIST LOS ANGELES BUSINESS JOURNAL 15
Portfolio Mix (by percent)Rank Firm• name
• address
• website
Assets Managed in L.A.County• 2017
• 2016
(in billions)
• equity • fixed
income
• cash
equivalent
• real
estate
• other
L.A. CountyStaff• portfolio managers
• researchers
Profile• headquarters
• client contact(s)
Chief Investment Officer• name
• phone
52Churchill Management Group5900 Wilshire Blvd., Suite 400Los Angeles 90036;churchillmanagement.com
$5.2$4.0
90% 6% 4% 0% 0% 52
Los AngelesTed Fern
Randy Conner(877) 937-7110
53D.A. Davidson & Co.624 S. Grand Ave., 26th FloorLos Angeles 90017; dadavidson.com
4.54.2
65 20 10 0 5 N/A1
Los AngelesN/A
N/A(213) 620-1850
54Flaherty & Crumrine Inc.301 E. Colorado Blvd., Suite 720Pasadena 91101; flaherty-crumrine.com
4.44.8
0 100 0 0 0 10
PasadenaChad Conwell
Committee(626) 795-7300
55Main Street Advisors3110 Main St., Suite 310Santa Monica 90405; mainstreetadv.com
4.312.81
N/A N/A N/A N/A N/A N/A Santa MonicaN/A
Paul Wachter(310) 392-7607
56Mar Vista Investment Partners11150 Santa Monica Blvd., Suite 320Los Angeles 90025;marvistainvestments.com
4.13.4
95 0 5 0 0 44
Los AngelesJon Foust
N/A(310) 917-2800
Tortoise555 W. 5th St., Suite 3700Los Angeles 90013; tortoiseadvisors.com
4.14.1
0 95 5 0 0 76
Los Angeles/Leawood, Kan.Jennifer Park
Brad Beman(213) 687-9170
58LourdMurray9777 Wilshire Blvd., Suite 1018Beverly Hills 90212; lourdmurray.com
4.03.3
62 26 1 4 7 214
Beverly HillsJonathan Sumilang
Blaine LourdPalmer Murray(310) 300-9898
Capital Research + Consulting15 S. Raymond Ave., Suite 200Pasadena 91105;capitalresearchandconsulting.com
4.03.61
N/A N/A N/A N/A N/A N/A PasadenaMichael Haney
John Odell(626) 844-1440
60RNC Genter Capital Management11601 Wilshire Blvd., 25th FloorLos Angeles 90025; rncgenter.com
3.93.8
32 49 2 0 17 N/A Los AngelesCameron LaveyBrian Elliott
Daniel Genter(800) 877-7624
61Dalton Investments1601 Cloverfield Blvd., Suite 5050 NSanta Monica 90404; daltoninvestments.com
3.83.1
98 2 0 0 0 46
Santa MonicaAdam Woodward
James Rosenwald III(424) 231-9100
62Clifford Swan Investment Counselors177 E. Colorado Blvd., Suite 550Pasadena 91105; cliffordswan.com
2.92.5
67 23 7 1 2 118
PasadenaLinda Davis Taylor
Peter Boyle(626) 792-2228
Westmount Asset Management2049 Century Park East, Suite 2500Los Angeles 90067; westmount.com
2.92.5
45 25 0 0 30 144
Los AngelesMike Amash
Jim Berliner(310) 556-2502
64Palisades Group11755 Wilshire Blvd., Suite 1700Los Angeles 90025; palisades.us.com
2.812.3
N/A N/A N/A N/A N/A N/A Los AngelesStephen Kirch
Jack Macdowell(424) 280-7560
65Lido Advisors1875 Century Park East, Suite 950Los Angeles 90067; lidoadvisors.com
2.71.8
35 30 5 15 15 35
Los AngelesGreg Kushner
Jason Ozur(310) 278-8232
Empyrean Capital Partners10250 Constellation Blvd., Suite 2950Los Angeles 90067; empyrean.com
2.75.11
N/A N/A N/A N/A N/A N/A Los AngelesKate Baumann
Amos Meron(310) 843-3000
Covington Capital Management601 S. Figueroa St., Suite 2000Los Angeles 90017;covingtoncapitalmanagement.com
2.72.4
55 40 5 0 0 1011
Los AngelesJeffrey Glassman
Gary Arakawa(213) 629-7500
Ivory Investment Management11755 Wilshire Blvd., Suite 1350Los Angeles 90025; ivorycapital.com
2.714.4
N/A N/A N/A N/A N/A N/A Los AngelesJohn Hill
Curtis Macnguyen(310) 899-7300
1 Financial information from SEC filings.N/A - Not Available Note: Information for this list provided by representatives of the firms themselves. Firms are rankedby assets under management in L.A. County offices as of Dec. 31, 2017. To the best of our knowledge, this informationis accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions
and typographical errors sometimes occur. Please send corrections or additions on company letterhead to the ResearchDepartment, Los Angeles Business Journal, 5700 Wilshire Blvd., Suite 170, Los Angeles 90036. ©2018 Los AngelesBusiness Journal. This list may not be reprinted in whole or in part without prior written permission from the editor.Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
MONEY MANAGEMENT FIRMS
Continued on page 16
11-18_labj_money-man-list.indd 15 5/24/18 7:00 PM
16 LOS ANGELES BUSINESS JOURNAL THE LIST MAY 28, 2018
MONEY MANAGEMENT FIRMS Continued from page 15
Portfolio Mix (by percent)Rank Firm• name
• address
• website
Assets Managed in L.A.County• 2017
• 2016
(in billions)
• equity • fixed
income
• cash
equivalent
• real
estate
• other
L.A. CountyStaff• portfolio managers
• researchers
Profile• headquarters
• client contact(s)
Chief Investment Officer• name
• phone
69Focused Investors9777 Wilshire Blvd., Suite 910Beverly Hills 90212; focusedinvestors.com
$2.6$2.8
97% 0% 3% 0% 0% 21
Beverly HillsBruce Veaco
Bruce Veaco(310) 734-1200
70Halbert Hargrove111 Ocean Blvd., 23rd FloorLong Beach 90802; halberthargrove.com
2.52.3
57 25 1 5 12 N/A Long BeachRuss Hill
Russ Hill(562) 435-5657
CS Capital Management Inc.2274 E. Maple Ave.El Segundo 90245; cscapitalinc.com
2.52.5
0 0 0 100 0 42
El SegundoMichael McHargue
Michael McHargue(310) 988-7300
72CitizensTrust Wealth Management andInvestment Services1010 E. Colorado Blvd.Pasadena 91106; cbbank.com/investing
2.32.3
41 47 7 5 0 N/A OntarioSuzanne Hart
Don Evenson(626) 720-1769
AdvicePeriod2121 Avenue of the Stars, Suite 2350Los Angeles 90067; adviceperiod.com
2.31
0.9N/A N/A N/A N/A N/A N/A Los Angeles
N/ALarry Miles(424) 281-3600
74Granite Investment Partners2321 Rosecrans Ave., Suite 4200El Segundo 90245; granitepartners-llc.com
2.21.7
100 0 0 0 0 N/A El SegundoBrad Slocum
N/A(310) 933-3195
Abacus Wealth Partners429 Santa Monica Blvd., Suite 500Santa Monica 90401; abacuswealth.com
2.21
1.0N/A N/A N/A N/A N/A N/A Santa Monica
Brent KesselDarius Gagne(888) 422-2287
76Glendon Capital Management1620 26th St., Suite 2000NSanta Monica 90404; N/A
2.01
2.1N/A N/A N/A N/A N/A N/A Santa Monica
N/AMatthew Barrett(310) 907-0450
EP Wealth Advisors21515 Hawthorne Blvd., Suite 1200Torrance 90503; epwealth.com
2.01.7
55 36 3 0 6 136
TorranceN/A
Kevin Ashworth(310) 543-4559
Camden Capital2301 Rosecrans Ave., Suite 2110El Segundo 90245; camdencapital.com
2.01.7
35 35 0 5 25 33
El SegundoJohn Krambeer
John Krambeer(310) 725-0210
Huber Capital Management2321 Rosecrans Ave., Suite 3245El Segundo 90245; hubercap.com
2.02.8
96 0 4 0 0 N/A El SegundoCindy Emanuel
Joseph Huber(310) 207-8400
80Morton Capital Management27200 Agoura Road, Suite 200Calabasas 91301; mortoncapital.com
1.81.6
26 16 5 10 43 112
CalabasasEric Selter
Sasan Faiz(818) 222-4727
Latitude Management Real Estate InvestorsInc.350 S. Beverly Drive, Suite 300Beverly Hills 90212; lmrei.com
1.81
N/AN/A N/A N/A N/A N/A N/A Beverly Hills
N/AGlenn Sonnenberg(310) 234-2100
82Poplar Forest Capital70 S. Lake Ave., Suite 930Pasadena 91101; poplarforestllc.com
1.71.6
95 0 5 0 0 35
PasadenaBrian Haskin
Dale Harvey(626) 304-6000
AMI Asset Management Corp.10866 Wilshire Blvd., Suite 770Los Angeles 90024;amiassetmanagement.com
1.71.8
80 17 3 0 0 42
Los AngelesMatt Humiston
Chris Sessing(424) 320-4000
84SSI Investment Management9440 Santa Monica Blvd., Eighth FloorBeverly Hills 90210; ssi-invest.com
1.61.4
46 42 0 0 12 N/A Beverly HillsJames KowalWalid Shinnawi
George Douglas(310) 595-2000
85Cliffwater4640 Admiralty Way, 11th FloorMarina del Rey 90292; cliffwater.com
1.41
1.4N/A N/A N/A N/A N/A N/A Marina del Rey
N/AStephen Nesbitt(310) 448-5000
1 Financial information from SEC filings.N/A - Not Available Note: Information for this list provided by representatives of the firms themselves. Firms are rankedby assets under management in L.A. County offices as of Dec. 31, 2017. To the best of our knowledge, this informationis accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions
and typographical errors sometimes occur. Please send corrections or additions on company letterhead to the ResearchDepartment, Los Angeles Business Journal, 5700 Wilshire Blvd., Suite 170, Los Angeles 90036. ©2018 Los AngelesBusiness Journal. This list may not be reprinted in whole or in part without prior written permission from the editor.Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
11-18_labj_money-man-list.indd 16 5/24/18 8:00 PM
Continued on page 18
Portfolio Mix (by percent)Rank Firm• name
• address
• website
Assets Managed in L.A.County• 2017
• 2016
(in billions)
• equity • fixed
income
• cash
equivalent
• real
estate
• other
L.A. CountyStaff• portfolio managers
• researchers
Profile• headquarters
• client contact(s)
Chief Investment Officer• name
• phone
86One Capital Management3075 Townsgate Road, Suite 350Westlake Village 91361; onecapital.com
$1.3$1.0
58% 36% 3% 4% N/A 78
Westlake VillagePatrick Bowen
Steven Cowley(805) 409-8150
Gamble Jones Investment Counsel301 E. Colorado Blvd., Suite 802Pasadena 91101; gamblejones.com
1.31.2
70 20 10 0 0 74
PasadenaTJ Jones
N/A(626) 795-7583
Patterson Capital Corp.11100 Santa Monica Blvd., Suite 1950Los Angeles 90025; pattersoncapital.com
1.311.11
N/A N/A N/A N/A N/A N/A Los AngelesN/A
Joseph Patterson(310) 556-2496
Howard Capital Management11601 Wilshire Blvd., Suite 2080Los Angeles 90025; howardcapital.com
1.31.1
50 50 0 0 0 N/A Los AngelesJason Kaplan
David Robinson(310) 473-9100
90Lindbrook Capital10877 Wilshire Blvd., Suite 2000Los Angeles 90024; lindbrookcapital.com
1.20.9
25 35 0 0 40 44
Los AngelesTyler Dritz
Ben Posen(424) 208-8000
91North Pier Fiduciary Management4333 Admiralty Way, Suite G1-WestMarina del Rey 90292; npier.com
1.11.1
63 22 12 1 2 N/A Los AngelesJim ScheinbergMae Diapera
James Scheinberg(800) 403-7065
Rothschild Credit Management (NorthAmerica)633 W. Fifth St., Suite 6700Los Angeles 90071; rothschild.com
1.11.3
0 100 0 0 0 17
Los AngelesMichael Hatley
Michael Hatley(213) 621-3700
93HCR Wealth Advisors10866 Wilshire Blvd., Suite 1600Los Angeles 90024; hcrwealth.com
1.00.9
45 33 2 5 15 N/A Los AngelesGreg Heller
Jordan Kahn(310) 473-5445
1 Financial information from SEC filings.N/A - Not Available Note: Information for this list provided by representatives of the firms themselves. Firms are rankedby assets under management in L.A. County offices as of Dec. 31, 2017. To the best of our knowledge, this informationis accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions
and typographical errors sometimes occur. Please send corrections or additions on company letterhead to the ResearchDepartment, Los Angeles Business Journal, 5700 Wilshire Blvd., Suite 170, Los Angeles 90036. ©2018 Los AngelesBusiness Journal. This list may not be reprinted in whole or in part without prior written permission from the editor.Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
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MONEY MANAGEMENT FIRMS
MAY 28, 2018 THE LIST LOS ANGELES BUSINESS JOURNAL 17
11-18_labj_money-man-list.indd 17 5/24/18 7:00 PM
18 LOS ANGELES BUSINESS JOURNAL THE LIST MAY 28, 2018
MONEY MANAGEMENT FIRMS Continued from page 17
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Lawrence (916) 484-5809
20180521_LAWRENCEJONES.indd 1 5/15/18 7:53 PM
Portfolio Mix (by percent)Rank Firm• name
• address
• website
Assets Managed in L.A.County• 2017
• 2016
(in billions)
• equity • fixed
income
• cash
equivalent
• real
estate
• other
L.A. CountyStaff• portfolio managers
• researchers
Profile• headquarters
• client contact(s)
Chief Investment Officer• name
• phone
Cove Street Capital2101 E. El Segundo Blvd., Suite 302El Segundo 90245; covestreetcapital.com
$1.0$1.1
100% 0% 0% 0% 0% 14
El SegundoPaul Hinkle
Jeff Bronchick(424) 221-5897
First Western Capital Management1900 Avenue of the Stars, Suite 900Los Angeles 90067; fwcapmgmt.com
1.011.1
N/A N/A N/A N/A N/A N/A Los AngelesN/A
Barry Julien(310) 229-2940
Joel R. Mogy Investment Counsel Inc.315 S. Beverly Drive, Suite 400Beverly Hills 90212; mogy.com
1.010.81
N/A N/A N/A N/A N/A N/A Beverly HillsN/A
Joel Mogy(310) 552-0529
97Direct Lending Investments550 N. Brand Blvd., 20th FloorGlendale 91203; dirlend.com
0.910.81
0 100 0 0 0 N/A GlendaleP. Andrew Sjogren
Frank Turner(213) 286-9026
Paladin Realty Partners10880 Wilshire Blvd., Suite 950Los Angeles 90024; paladinrealty.com
0.90.9
0 0 0 100 0 N/A Los AngelesReza Basharzad
Randall Loker(310) 996-8766
Miracle Mile Advisors11300 W. Olympic Blvd., Suite 800Los Angeles 90064; miraclemileadvisors.com
0.90.8
60 35 5 0 0 23
Los AngelesBrock Moseley
Brock Moseley(310) 246-1243
Wescap Group330 N. Brand Blvd., Suite 1150Glendale 91203; wescapgroup.com
0.910.9
N/A N/A N/A N/A N/A N/A GlendaleRick Weinlein
Joel Edstrom(818) 563-5170
1 Financial information from SEC filings.N/A - Not Available Note: Information for this list provided by representatives of the firms themselves. Firms are rankedby assets under management in L.A. County offices as of Dec. 31, 2017. To the best of our knowledge, this informationis accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions
and typographical errors sometimes occur. Please send corrections or additions on company letterhead to the ResearchDepartment, Los Angeles Business Journal, 5700 Wilshire Blvd., Suite 170, Los Angeles 90036. ©2018 Los AngelesBusiness Journal. This list may not be reprinted in whole or in part without prior written permission from the editor.Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
11-18_labj_money-man-list.indd 18 5/24/18 7:00 PM
