11 Western Asset Management LLC

Overview

11 Western Asset Management LLC is an owner-operated limited liability company that combines insurance brokerage with advisory services for individuals and small businesses. The firm positions itself as a capital allocator that focuses on selecting external managers on behalf of clients rather than running large in-house active strategies. Its advisory mandate centers on portfolio management for individual and small business clients and the selection of other advisers and third-party managers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s compensation model is asset-based, charging a percentage of assets under management when advisory relationships are in place. Given its classification as an individual-owned LLC and its emphasis on third-party manager selection, the firm appears structured to act as a gatekeeper between clients and external fund managers, particularly in areas where it lacks dedicated internal investment teams.

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Location & Offices