MAY 18, 2020 LOS ANGELES BUSINESS JOURNAL 13
THE LIST NEXT WEEK
LA500 Ranked by assets managed in Los Angeles County as of Dec. 31MONEY MANAGEMENT FIRMS
Continued on page 14
Portfolio Mix (by percent)Rank Firm• name
• address
• website
Assets Managed in L.A.County• 2019
• 2018
(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
$1,700.01
$1,944.02NA NA NA NA NA NA Los Angeles
NATimothy Armour(213) 486-9200
2Western Asset Management Co.385 E. Colorado Blvd.Pasadena 91101; westernasset.com
270.4232.8
0 100 0 0 0 2817
PasadenaDerek Fan
S. Kenneth Leech(626) 844-9400
3TCW Group Inc.865 S. Figueroa St., Suite 1800Los Angeles 90017; tcw.com
217.5190.7
6 92 0 0 3 2382
Los AngelesJoseph CarieriAlex McCulloch
Michael ReillyTad Rivelle(213) 244-0000
4Guggenheim Partners InvestmentManagement100 Wilshire Blvd.Santa Monica 90401;guggenheimpartners.com
200.32
189.92NA NA NA NA NA NA New York/Chicago
NAScott Minerd(310) 576-1270
5DoubleLine Capital333 S. Grand Ave., 18th FloorLos Angeles 90071; doubleline.com
148.42
120.02NA NA NA NA NA NA Los Angeles
Ronald RedellJeffrey Gundlach(213) 633-8200
6Primecap Management Co.177 E. Colorado Blvd., 11th FloorPasadena 91105; primecapmanagement.com
147.42
127.1100 0 0 0 0 NA Pasadena
Douglas McCraryTheo KolokotronesJoel FriedAlfred Mordecai(626) 304-9222
7Payden & Rygel333 S. Grand Ave., Suite 3900Los Angeles 90071; payden.com
119.1111.5
2 98 0 0 0 4348
Los AngelesBrian MatthewsJames Sarni
Investment PolicyCommittee(213) 625-1900
8CBRE Global Investors601 S. Figueroa St., Suite 4900Los Angeles 90071; cbreglobalinvestors.com
112.9105.5
0 0 0 100 0 NA Los AngelesMichael McMenomy
Ian Gleeson(213) 683-4200
9Ares Management Corp.2000 Avenue of the Stars, 12th FloorLos Angeles 90067; aresmgmt.com
102.42
130.7NA NA NA NA NA NA Los Angeles
NANA(310) 201-4100
10Morgan Stanley444 S. Flower St., 34th FloorLos Angeles 90071; morganstanley.com
92.81
92.81NA NA NA NA NA NA New York
NANA(213) 486-8915
11UBS Financial Services Inc.515 Flower St., Suite 5000Los Angeles 90071; ubs.com
89.883.8
NA NA NA NA NA NA Zurich & Basel,SwitzerlandJaron SingletaryLauren GorscheRyan Hollaender
Mike RyanSolita Marcelli310-772-7000
12Merrill Lynch100 Wilshire Blvd.Santa Monica 90401; ml.com
75.270.4
NA NA NA NA NA NA Charlotte, N.C.Dominic Chow
Chris Hyzy(800) 937-0620
13Wilshire Associates Inc.1299 Ocean Ave., Suite 700Santa Monica 90401; wilshire.com
72.360.5
NA NA NA NA NA NA Santa MonicaNA
Joshua EmanuelSteve Foresti(310) 451-3051
14Oaktree Capital Management333 S. Grand Ave., 28th FloorLos Angeles 90071; oaktreecapital.com
72.177.0
8 17 0 11 64 17109
Los AngelesAndrea Williams
Bruce Karsh(213) 830-6300
15Causeway Capital Management11111 Santa Monica Blvd., 15th FloorLos Angeles 90025; causewaycap.com
53.251.4
100 0 0 0 0 NA Los AngelesEric Crabtree
Sarah Ketterer(310) 231-6100
16Colony Capital Inc.515 S. Flower St., 44th FloorLos Angeles 90071; clny.com
49.042.7
1 0 0 58 41 200
Los AngelesSeverin White
Jonathan Grunzweig(310) 282-8820
1 Business Journal estimate.2 Financial information from Securities and Exchange Commission filings.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information isaccurate 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, 11150 Santa Monica Blvd., Suite 350, Los Angeles 90025. ©2020 LosAngeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from theeditor. Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
013-19_MoneyManagers_LIST.indd 13013-19_MoneyManagers_LIST.indd 13 5/14/2020 12:39:07 PM5/14/2020 12:39:07 PM
14 LOS ANGELES BUSINESS JOURNAL THE LIST MAY 18, 2020
MONEY MANAGEMENT FIRMSPortfolio Mix (by percent)Rank Firm
• name
• address
• website
Assets Managed in L.A.County• 2019
• 2018
(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
17U.S. Bank633 W. 5th St.Los Angeles 90071; usbank.com
$47.6$41.5
NA NA NA NA NA NA MinneapolisJohn Sinnema
Eric Freedman(213) 615-6566
18City National Bank555 S. Flower St.Los Angeles 90071; cnb.com
47.538.2
44 40 13 0 3 NA Los AngelesTom Galvin
Tom Galvin(310) 888-6300
19Hotchkis & Wiley Capital Management601 S. Figueroa St., 39th FloorLos Angeles 90017; hwcm.com
33.627.2
87 11 2 0 0 NA Los AngelesTom Hirschmann
George Davis(213) 430-1000
20Kayne Anderson Rudnick InvestmentManagement1800 Avenue of the Stars, Second FloorLos Angeles 90067; kayne.com
33.022.8
96 4 0 0 0 125
Los AngelesStephen Rigali
Douglas Foreman(800) 231-7414
21Wells Fargo & Co.707 Wilshire Blvd.Los Angeles 90017; wellsfargo.com
32.01
32.01NA NA NA NA NA NA San Francisco
Lance FoxAdam Taback(800) 869-3557
22Aristotle Capital Management11100 Santa Monica Blvd., Suite 1700Los Angeles 90025; aristotlecap.com
31.315.5
100 0 0 0 0 59
Los AngelesRanjit SufiPatrick Schussman
Catalina Llinás(310) 478-4005
23Kayne Anderson Capital Advisors1800 Avenue of the Stars, Third FloorLos Angeles 90067; kaynecapital.com
29.82
25.1NA NA NA NA NA NA Los Angeles
Eileen ManceraBob Sinnott(800) 638-1496
24FPA11601 Wilshire Blvd., Suite 1200Los Angeles 90025; fpa.com
29.026.4
NA NA NA NA NA NA Los AngelesMark Hancock
NA(310) 996-5485
25Crescent Capital Group11100 Santa Monica Blvd., Suite 2000Los Angeles 90025; crescentcap.com
28.526.0
0 100 0 0 0 NA Los AngelesJoseph Viola
Investment Committee(310) 235-5900
26Los Angeles Capital Management andEquity Research11150 Santa Monica Blvd., Suite 200Los Angeles 90025; lacapm.com
27.22
25.5100 0 0 0 0 NA Los Angeles
Daniel AllenThomas Stevens
Hal Reynolds(310) 479-9998
27Canyon Partners3
2000 Avenue of the Stars, 11th FloorLos Angeles 90067; canyonpartners.com
26.323.52
NA NA NA NA NA NA Los AngelesIngrid Kiefer
Todd Lemkin(310) 272-1000
28Post Advisory Group2049 Century Park East, Suite 3050Los Angeles 90067; postadvisory.com
17.915.8
0 100 0 0 0 610
Los AngelesHugh Costello
Jeffrey Stroll(310) 996-9600
29First Republic Private Wealth Management1888 Century Park EastLos Angeles 90067; firstrepublic.com
17.724.0
52 29 8 0 11 2513
San FranciscoGeorge Buza
Christopher Wolfe(310) 712-1888
30First Quadrant800 E. Colorado Blvd., Suite 900Pasadena 91101; firstquadrant.com
16.22
20.12NA NA NA NA NA NA Pasadena
Brian RoweJeppe LadekarlJia Ye(626) 795-8220
31Capital Group Private Client Services333 S. Hope St.Los Angeles 90071; capitalgroup.com/pcs
13.511.5
NA NA NA NA NA NA Los AngelesNA
William Robbins(866) 421-2166
32Beach Point Capital Management1620 26th St., Suite 6000NSanta Monica 90404; beachpointcapital.com
12.911.6
8 70 8 0 14 820
Santa MonicaJohn Quintanar
Carl GoldsmithScott Klein(310) 996-9700
1 Business Journal estimate.2 Financial information from Securities and Exchange Commission filings.3 Includes Canyon Capital Advisors, Canyon Capital Realty Advisors and ICE Canyon.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. 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 andtypographical errors sometimes occur. Please send corrections or additions on company letterhead to the ResearchDepartment, Los Angeles Business Journal, 11150 Santa Monica Blvd., Suite 350, Los Angeles 90025. ©2020 LosAngeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from theeditor. Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
Continued from page 13
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MAY 18, 2020 THE LIST LOS ANGELES BUSINESS JOURNAL 15
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Continued on page 16
MONEY MANAGEMENT FIRMSPortfolio Mix (by percent)Rank Firm
• name
• address
• website
Assets Managed in L.A.County• 2019
• 2018
(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
33Aspiriant11100 Santa Monica Blvd., Suite 600Los Angeles 90025; aspiriant.com
$12.81
$11.7NA NA NA NA NA NA Los Angeles
Tom TracyJohn Allen(415) 371-7800
34American Realty Advisors515 S. Flower St., 49th FloorLos Angeles 90071; aracapital.com
10.39.8
0 0 0 100 0 72
Los AngelesJay Butterfield
Stanley Iezman(213) 233-5700
35NWQ Investment Management Co.2049 Century Park East, 16th FloorLos Angeles 90067; nwq.com
10.11
9.865 6 0 0 29 NA Los Angeles
NAJon Bosse(310) 712-4000
36Bel Air Investment Advisors1999 Avenue of the Stars, Suite 3200Los Angeles 90067; belair-llc.com
9.11
7.91NA NA NA NA NA NA Los Angeles
Todd MorganDavid Sadkin(310) 229-1500
37Mesa West Capital11755 Wilshire Blvd., Suite 2100Los Angeles 90025; mesawestcapital.com
8.37.31
0 0 0 100 0 5 Los AngelesRyan Krauch
Jeff FriedmanMark Zytko(310) 806-6300
38Northern Trust2049 Century Park East, Suite 3600Los Angeles 90067; northerntrust.com
8.08.1
47 44 2 3 4 NA ChicagoJason Lawit
Richard Barnett(310) 282-3800
Everett Harris & Co.888 W. 6th St.,10th FloorLos Angeles 90017; everettharris.com
8.01
6.91NA NA NA NA NA NA Los Angeles
David ClarkJim Ward(213) 625-2677
1 Financial information from Securities and Exchange Commission filings.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information isaccurate 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, 11150 Santa Monica Blvd., Suite 350, Los Angeles 90025. ©2020 LosAngeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from theeditor. Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
013-19_MoneyManagers_LIST.indd 15013-19_MoneyManagers_LIST.indd 15 5/14/2020 12:39:32 PM5/14/2020 12:39:32 PM
16 LOS ANGELES BUSINESS JOURNAL THE LIST MAY 18, 2020
MONEY MANAGEMENT FIRMSPortfolio Mix (by percent)Rank Firm
• name
• address
• website
Assets Managed in L.A.County• 2019
• 2018
(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
40BNY Mellon Wealth Management10250 Constellation Blvd., Suite 2100Los Angeles 90067; bnymellonwealth.com
$7.7$6.8
NA NA NA NA NA NA New YorkSteve Kutz
Leo Grohowski(424) 277-6829
41Camden Asset Management2029 Century Park East, Suite 2010Los Angeles 90067; camdenasset.com
7.47.61
NA NA NA NA NA NA Los AngelesStan Debreu
John Wagner(310) 203-4200
42Pacific Income Advisers1299 Ocean Ave., Second FloorSanta Monica 90401; pacificincome.com
7.11
7.110 100 0 0 0 NA Santa Monica
Tim TarpeningLloyd McAdams(310) 393-1424
43Whittier Trust Co.1600 Huntington DriveSouth Pasadena 91030; whittiertrust.com
6.75.4
70 11 6 12 1 11 South PasadenaTim McCarthy
Sandip Bhagat(626) 441-5111
44Churchill Management Group5900 Wilshire Blvd., Suite 400Los Angeles 90036;churchillmanagement.com
6.65.5
83 5 12 0 0 62
Los AngelesTed Fern
Randy Conner(877) 937-7110
45Angeles Investment Advisors429 Santa Monica Blvd., Suite 650Santa Monica 90401; angelesadvisors.com
5.81
4.355 21 0 3 21 NA Santa Monica
NAMichael Rosen(310) 857-5830
46Fiduciary Trust International444 S. Flower St., Suite 3200Los Angeles 90071; fiduciarytrust.com
5.62
5.62NA NA NA NA NA NA New York
Stephen DutkaRonald Sanchez(800) 421-9683
47Lido Advisors1875 Century Park East, Suite 950Los Angeles 90067; lidoadvisors.com
5.41
4.035 30 5 15 15 NA Los Angeles
Gregory KushnerJeff Garden(310) 278-8232
48Empyrean Capital Partners10250 Constellation Blvd., Suite 2950Los Angeles 90067; empyrean.com
5.31
5.81NA NA NA NA NA NA Los Angeles
Kate BaumannAmos Meron(310) 843-3000
49Main Street Advisors3110 Main St., Suite 310Santa Monica 90405; NA
5.21
4.81NA NA NA NA NA NA Santa Monica
NAPaul Wachter(310) 392-7607
Signature Estate & Investment Advisors2121 Avenue of the Stars, Suite 1600Los Angeles 90067; seia.com
5.26.1
60 30 6 0 4 21
Los AngelesNA
Deron McCoy(310) 712-2323
51ICG Advisors11111 Santa Monica Blvd., Suite 2100Los Angeles 90025; icgadvisors.com
5.01
4.5NA NA NA NA NA NA Los Angeles
Jonathan BlennerRobert Edelstein
J. Jeffrey Assaf(424) 270-8900
52RNC Genter Capital Management11601 Wilshire Blvd., 25th FloorLos Angeles 90025; rncgenter.com
4.93.61
50 50 0 0 0 916
Los AngelesCameron LaveyBrian Elliott
Daniel Genter(800) 877-7624
Capital Research + Consulting15 S. Raymond Ave., Suite 200Pasadena 91105;capitalresearchandconsulting.com
4.91
3.91NA NA NA NA NA NA Pasadena
Michael HaneyJohn Odell(626) 844-1440
54Santa Barbara Asset Management2049 Century Park East, 17th FloorLos Angeles 90067; sbasset.com
4.71
11.795 0 5 0 0 NA Los Angeles
Chris PerryDavid Park(310) 552-5100
55Sierra Investment Management Inc.3420 Ocean Park Blvd., Suite 3060Santa Monica 90405; sierrainvestment.com
4.63.3
25 60 0 0 15 30
Santa MonicaJoy Bunzel
Terri Spath(310) 452-1887
1 Financial information from Securities and Exchange Commission filings.2 Business Journal estimate.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information isaccurate 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, 11150 Santa Monica Blvd., Suite 350, Los Angeles 90025. ©2020 LosAngeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from theeditor. Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
Continued from page 15
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MAY 18, 2020 THE LIST LOS ANGELES BUSINESS JOURNAL 17
Continued on page 18
MONEY MANAGEMENT FIRMS
Portfolio Mix (by percent)Rank Firm• name
• address
• website
Assets Managed in L.A.County• 2019
• 2018
(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
56Glendon Capital Management1620 26th St., Suite 2000NSanta Monica 90404; N/A
$4.51
$1.91NA NA NA NA NA NA Santa Monica
NAMatthew Barrett(310) 907-0450
Flaherty & Crumrine Inc.301 E. Colorado Blvd., Suite 800Pasadena 91101; flaherty-crumrine.com
4.54.0
0 100 0 0 0 NA PasadenaChad Conwell
Committee(626) 795-7300
58Mar Vista Investment Partners11150 Santa Monica Blvd., Suite 320Los Angeles 90025;marvistainvestments.com
4.33.11
97 0 3 0 0 44
Los AngelesJon Foust
Silas Myers(310) 917-2800
D.A. Davidson & Co.624 S. Grand Ave., 26th FloorLos Angeles 90017; dadavidson.com
4.33.9
65 20 10 0 5 700
Great Falls, Mont.NA
NA(213) 620-1850
60Camden Capital2301 Rosecrans Ave., Suite 2110El Segundo 90245; camdencapital.com
3.84.0
28 56 1 1 14 45
El SegundoRich Bursek
John Krambeer(310) 725-0210
61Westmount Asset Management2049 Century Park East, Suite 2500Los Angeles 90067; westmount.com
3.53.0
50 30 0 0 20 153
Los AngelesMike Amash
Jim Berliner(310) 556-2502
AdvicePeriod2121 Avenue of the Stars, Suite 2350Los Angeles 90067; adviceperiod.com
3.51
3.01NA NA NA NA NA NA Los Angeles
NALarry Miles(424) 281-3600
1 Financial information from Securities and Exchange Commission filings.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information isaccurate 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, 11150 Santa Monica Blvd., Suite 350, Los Angeles 90025. ©2020 LosAngeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from theeditor. Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
Advisors located nationwide. Corporate Headquarters: Western International Securities, 70 S. Lake Ave., 7th Floor, Pasadena, CA 91101. (888) 793.7717. Member FINRA and SIPC.
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013-19_MoneyManagers_LIST.indd 17013-19_MoneyManagers_LIST.indd 17 5/14/2020 12:45:17 PM5/14/2020 12:45:17 PM
18 LOS ANGELES BUSINESS JOURNAL THE LIST MAY 18, 2020
Continued from page 17MONEY MANAGEMENT FIRMSPortfolio Mix (by percent)Rank Firm
• name
• address
• website
Assets Managed in L.A.County• 2019
• 2018
(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
63Coast Asset Management11150 Santa Monica Blvd., Suite 1400Los Angeles 90025; coastasset.com
$3.4$6.9
50% 50% 0% 0% 0% NA Los AngelesAndrew Tran
Dave Smith(310) 576-3500
Dalton Investments1601 Cloverfield Blvd., Suite 5050 NSanta Monica 90404; daltoninvestments.com
3.43.5
100 0 0 0 0 213
Santa MonicaAdam Woodward
James Rosenwald III(424) 231-9100
65Clifford Swan Investment Counselors177 E. Colorado Blvd., Suite 550Pasadena 91105; cliffordswan.com
3.32.8
70 19 8 2 1 118
PasadenaLinda Davis Taylor
Peter Boyle(626) 792-2228
66Covington Capital Management601 S. Figueroa St., Suite 2000Los Angeles 90017;covingtoncapitalmanagement.com
3.12.6
55 40 5 0 0 101
Los AngelesJeffrey Glassman
Gary Arakawa(213) 629-7500
EP Wealth Advisors21515 Hawthorne Blvd., Suite 1200Torrance 90503; epwealth.com
3.12.2
55 36 3 0 6 149
TorranceNA
Kevin Ashworth(310) 543-4559
Tortoise555 W. 5th St., Suite 3700Los Angeles 90013; tortoiseadvisors.com
3.11
3.31NA NA NA NA NA NA Leawood, Kan.
Jennifer ParkBrad Beman(213) 687-9170
69Abacus Wealth Partners429 Santa Monica Blvd., Suite 500Santa Monica 90401; abacuswealth.com
2.71
2.21NA NA NA NA NA NA Santa Monica
Brent KesselDarius Gagne(888) 422-2287
Western International Securities Inc.70 S. Lake Ave, Seventh FloorPasadena 91101; wisdirect.com
2.71.8
70 10 10 0 10 NA PasadenaNA
Donald Bizub(888) 793-7717
71Focused Investors9777 Wilshire Blvd., Suite 910Beverly Hills 90212; focusedinvestors.com
2.61
2.21NA NA NA NA NA NA Beverly Hills
Michael KrommBruce Veaco(310) 734-1200
72Halbert Hargrove111 Ocean Blvd., 23rd FloorLong Beach 90802; halberthargrove.com
2.51
2.31NA NA NA NA NA NA Long Beach
Kelli KiemleRuss Hill(562) 435-5657
73CitizensTrust Wealth Management andInvestment Services1010 E. Colorado Blvd.Pasadena 91106; cbbank.com/investing
2.42
2.441 47 9 3 0 NA Ontario
Don EvensonDon Evenson(626) 720-1769
74Granite Investment Partners2321 Rosecrans Ave., Suite 4200El Segundo 90245; granitepartners-llc.com
2.31.6
100 0 0 0 0 84
El SegundoBrad Slocum
NA(310) 933-3195
75Cliffwater4640 Admiralty Way, 11th FloorMarina del Rey 90292; cliffwater.com
2.21
1.71NA NA NA NA NA NA Marina del Rey
NAStephen Nesbitt(310) 448-5000
76SSI Investment Management9440 Santa Monica Blvd., Eighth FloorBeverly Hills 90210; ssi-invest.com
2.11.8
53 37 0 0 10 NA Beverly HillsJames KowalWalid Shinnawi
George Douglas(310) 595-2000
77Morton Capital Management27200 Agoura Road, Suite 200Calabasas 91301; mortoncapital.com
2.01.8
24 14 5 9 48 113
CalabasasEric Selter
Sasan Faiz(818) 222-4727
78AMI Asset Management Corp.10866 Wilshire Blvd., Suite 770Los Angeles 90024;amiassetmanagement.com
1.71.6
79 19 2 0 0 35
Los AngelesMatt Humiston
Chris Sessing(424) 320-4000
1 Financial information from Securities and Exchange Commission filings.2 Business Journal estimate.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information isaccurate 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, 11150 Santa Monica Blvd., Suite 350, Los Angeles 90025. ©2020 LosAngeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from theeditor. Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
013-19_MoneyManagers_LIST.indd 18013-19_MoneyManagers_LIST.indd 18 5/14/2020 12:47:24 PM5/14/2020 12:47:24 PM
MAY 18, 2020 THE LIST LOS ANGELES BUSINESS JOURNAL 19
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MONEY MANAGEMENT FIRMS
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www.LandoftheFreeFoundation.org
Portfolio Mix (by percent)Rank Firm• name
• address
• website
Assets Managed in L.A.County• 2019
• 2018
(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
79Gamble Jones Investment Counsel301 E. Colorado Blvd., Suite 802Pasadena 91101; gamblejones.com
$1.6$1.3
60% 35% 5% 0% 0% 86
PasadenaTJ Jones
NA(626) 795-7583
Advanced Research Investment Solutions10635 Santa Monica Blvd., Suite 240Los Angeles 90025; arisconsulting.com
1.610.8
30 30 1 4 35 24
Los AngelesDamien BisserierAlex Shahidi
Alex Shahidi(424) 283-3800
81Broadshore Capital Partners11755 Wilshire Blvd., Suite 1350Los Angeles 90025; broadshorecapital.com
1.51
1.80 0 0 100 0 NA Los Angeles
Brad HoweBleecker Seaman
NA(310) 571-4282
Poplar Forest Capital70 S. Lake Ave., Suite 930Pasadena 91101; poplarforestllc.com
1.51.7
97 0 3 0 0 48
PasadenaBrian Haskin
J. Dale Harvey(626) 304-6000
Howard Capital Management11601 Wilshire Blvd., Suite 2080Los Angeles 90025; howardcapital.com
1.51.3
55 45 0 0 0 NA Los AngelesJason Kaplan
David Robinson(310) 473-9100
84Rothschild & Co. Credit Management (NorthAmerica)633 W. 5th St., Suite 6700Los Angeles 90071; rothschildandco.com
1.41.2
0 100 0 0 0 38
Los AngelesMichael Hatley
Michael Hatley(213) 621-3700
85Lindbrook Capital10877 Wilshire Blvd., Suite 2000Los Angeles 90024; lindbrookcapital.com
1.31.2
25 35 0 0 40 NA Los AngelesTyler Dritz
Ben Posen(424) 208-8000
1 Financial information from Securities and Exchange Commission filings.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information isaccurate 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, 11150 Santa Monica Blvd., Suite 350, Los Angeles 90025. ©2020 LosAngeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from theeditor. Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
Continued on page 20
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20 LOS ANGELES BUSINESS JOURNAL THE LIST MAY 18, 2020
MONEY MANAGEMENT FIRMSPortfolio Mix (by percent)Rank Firm
• name
• address
• website
Assets Managed in L.A.County• 2019
• 2018
(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
Latitude Management Real Estate InvestorsInc.350 S. Beverly Drive, Suite 300Beverly Hills 90212; lmrei.com
$1.31
$1.51NA NA NA NA NA NA Beverly Hills
NAGlenn Sonnenberg(310) 234-2100
87Miracle Mile Advisors11300 W. Olympic Blvd., Suite 800Los Angeles 90064; miraclemileadvisors.com
1.21.1
60 35 5 0 0 74
Los AngelesBrock Moseley
Brock Moseley(310) 246-1243
88Joel R. Mogy Investment Counsel Inc.315 S. Beverly Drive, Suite 400Beverly Hills 90212; mogy.com
1.11
1.01NA NA NA NA NA NA Beverly Hills
NAJoel Mogy(310) 552-0529
North Pier Fiduciary Management4333 Admiralty Way, Suite G1-WestMarina del Rey 90292; npier.com
1.11.1
64 24 9 1 2 NA Los AngelesJim ScheinbergMae Diapera
James Scheinberg(800) 403-7065
HCR Wealth Advisors10866 Wilshire Blvd., Suite 1600Los Angeles 90024; hcrwealth.com
1.10.9
40 40 2 2 16 82
Los AngelesGreg Heller
Jordan Kahn(310) 473-5445
Patterson Capital Corp.11100 Santa Monica Blvd., Suite 1950Los Angeles 90025; pattersoncapital.com
1.11
1.31NA NA NA NA NA NA Los Angeles
NAJoseph Patterson(310) 556-2496
92First Western Capital Management1900 Avenue of the Stars, Suite 900Los Angeles 90067; fwcapmgmt.com
1.01
0.81NA NA NA NA NA NA Los Angeles
NABarry Julien(310) 229-2940
93Cove Street Capital2101 E. El Segundo Blvd., Suite 302El Segundo 90245; covestreetcapital.com
0.91
0.9100 0 0 0 0 NA El Segundo
Paul HinkleJeffrey Bronchick(424) 221-5897
94CS Capital Management Inc.2274 E. Maple Ave.El Segundo 90245; cscapitalinc.com
0.81.0
0 0 0 100 0 NA El SegundoMichael McHargue
Michael McHargue(310) 988-7300
Huber Capital Management2321 Rosecrans Ave., Suite 3245El Segundo 90245; hubercap.com
0.81.2
96 0 4 0 0 NA El SegundoCindy Emanuel
Joseph Huber(310) 207-8400
Wescap Group330 N. Brand Blvd., Suite 1150Glendale 91203; wescapgroup.com
0.81
0.71NA NA NA NA NA NA Glendale
Rick WeinleinJoel Edstrom(818) 563-5170
Avitas Wealth Management1901 Avenue of the StarsLos Angeles 90067; avitaswealth.com
0.80.6
49 48 3 NA NA 35
Los AngelesNA
Russell Evans(424) 371-9010
98Gould Asset Management341 W. First St., Suite 200Claremont 91711; gouldasset.com
0.61
0.51NA NA NA NA NA NA Claremont
Jennella JohnsonBeatriz Garcia
Donald Gould(909) 445-1291
99Chelsea Management Co.444 S. Flower St., Suite 2340Los Angeles 90071;chelseamanagement.com
0.51
0.4168 21 11 0 0 NA Los Angeles
Sally GallagherFrederick Ruopp(213) 362-9200
100Bridge Advisory123 S. Marengo Ave., Suite 200Pasadena 91101; bridgeadvisory.com
0.41
0.41NA NA NA NA NA NA Pasadena
David PenniallJustin Dyer(626) 795-3062
1 Financial information from Securities and Exchange Commission filings.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information isaccurate 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, 11150 Santa Monica Blvd., Suite 350, Los Angeles 90025. ©2020 LosAngeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from theeditor. Reprints are available from Wright’s Media (877) 652-5295.
Researched by Joshua Niv
Continued from page 19
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