Payden & Rygel

RIASEC Registered
Total AUM
$158B
Discretionary
$158B
100% of AUM
Avg account
$177M
Accounts
895
Employees
194
Advisory reps
16

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 privately owned corporation that acts primarily as an investment manager for both individual/family and institutional clients. The firm is SEC-registered (registered in 1983) and is organized as a multifaceted fund manager with a securitized-asset orientation. Its advisory scope covers separate account portfolio management for individuals and small businesses, management for pooled investment vehicles and investment companies, and portfolio services for businesses and institutions. Payden & Rygel also operates as a CPO/CTA. The firm charges a mix of percentage-of-AUM fees, fixed fees, and performance-based fees. Public filings indicate an active ESG posture and a strategic tilt toward fixed-income instruments; Payden & Rygel is not positioned as a capital allocator but as a manager executing across client mandates and pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$180M in ETFs

Passive

85%

$153M

Active

0%

$27.1M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$69.9M183,65038.91%

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