METROPOLITAN WEST ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 1996

Total AUM

$78.5B

Discretionary

$78.5B

100% of AUM

Avg account

$734M

Accounts

107

Employees

377

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 104571
Registered since: November 29, 1996
Website: www.tcw.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies69.73%
Pooled Investment Vehicles10.83%
State / Municipal Government8.21%
Charitable Organizations5.92%
Insurance Companies2.46%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Metropolitan West Asset Management LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 1996. The firm serves both individual/family and institutional clients and provides portfolio management across a range of account types, including individuals and small businesses, investment companies, and larger institutional mandates. Its business activities include acting as a commodity pool operator or commodity trading advisor (CPO/CTA) and it also has roles connected to sponsorship or management of pooled investment vehicles. Ownership is listed as a domestic entity/individual. Fee arrangements are varied: Metropolitan West charges percentage-of-AUM fees alongside fixed fees and performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multistate or newly formed adviser.