PAYDEN & RYGEL

RIASEC RegisteredEst. 1983
Total AUM
$158B
Discretionary
$158B
100% of AUM
Avg account
$177M
Accounts
895
Employees
194
Advisory reps
17

Firm details

Headquarters
Los Angeles, California
CRD number
107160
Registered since
September 8, 1983
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANCORP INVESTMENTS, INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • State / Municipal Government24.89%
  • Pension & Profit Sharing Plans16.5%
  • Corporations / Businesses16.17%
  • Insurance Companies12.53%
  • Charitable Organizations11.51%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Payden & Rygel is a corporate investment manager founded and SEC-registered in 1983 that focuses on fixed-income and securitized asset management while also operating as a multi-strategy fund manager. The firm serves both individual and family clients as well as institutional investors and offers portfolio management across individual accounts, investment companies, pooled vehicles and institutional mandates. Payden & Rygel is active on ESG considerations, operates under several fee arrangements (percentage of AUM, fixed fees and performance-based fees), and performs commodity pool/commodity trading advisory activities (CPO/CTA). It is affiliated with broker-dealer activity and other investment adviser functions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 30%, Investment Grade Corp Bonds 25%, Other 16%, Cash & Cash Equivalents 15%, Sovereign Bonds 6%, Non-Investment Grade Corp Bonds 5%, State & Local Bonds 2%, Exchange Traded Equities 1%, Public Funds/Mutual Funds 1%30%
  • US Government Bonds30%
  • Investment Grade Corp Bonds25%
  • Other16%
  • Cash & Cash Equivalents15%
  • Sovereign Bonds6%

Owners & executives

3 of 3
  • BRIAN MATTHEWS

    Managing Director, Chief Financial OfficerCRD 2060962

  • REZA PISHVA

    Managing Director, General Counsel and Chief Compliance OfficerCRD 7894715

  • JOAN PAYDEN

    President, Chief Executive OfficerCRD 358476

Contacts

3 of 14
  • Kyle Signor

    Senior AssociateCRD 6080498

  • Luis Sy

    Internal Advisor ConsultantCRD 7334920

  • EVA WEBER BOGDAN

    Vice PresidentCRD 6424290

Unlock 11 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 16

Active vs passive

$432M in ETFs

Passive

95%

$408M

Active

0%

$23.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (EMB)BlackRockPassiveEmerging Markets Bond$86.2M917,27319.96%

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
333 S Grand Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth