AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 131660
- Registered since
- January 18, 2006
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies98.05%
- Pooled Investment Vehicles1.7%
- Corporations / Businesses0.19%
- HNWI0.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
American Assets Investment Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2006. The firm is classified as a hedge fund with individual ownership and serves both high-net-worth individuals/families and institutional clients. Its advisory work centers on discretionary portfolio management across individual accounts, pooled investment vehicles, and institutional/business mandates. Compensation is taken as a percentage of assets under management. The firm is not positioned as a capital allocator and does not report active ESG investing or multi-state adviser status. It lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds68%
- Exchange Traded Equities25%
- State & Local Bonds5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Min Zheng
VP, Chief Accounting OfficerCRD 6627742
Contacts
3 of 3JOHN UM
Portfolio ManagerCRD 3226191
ERNEST RADY
ChairmanCRD 2407139
JULIE SCHWARTZ
SVP, General CounselCRD 6462100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$13.3M in ETFs
100%
$13.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $4M | 16,000 | 29.77% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 3430 Carmel Mountain Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
METIS GLOBAL PARTNERS, LLC
RIASAN DIEGO, CA
LM CAPITAL GROUP, LLC
RIASAN DIEGO, CA
FAIRFIELD REALTY ADVISORS LLC
RIASAN DIEGO, CA
GLOBEFLEX CAPITAL LP
RIASAN DIEGO, CA
IPG INVESTMENT ADVISORS, LLC
RIASAN DIEGO, CA
KINGSWOOD WEALTH ADVISORS, LLC
RIASAN DIEGO, CA