Primecap Management Co

RIASEC RegisteredEst. 1983

Total AUM

$139B

Discretionary

$139B

100% of AUM

Avg account

$7.7B

Accounts

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 105516
Registered since: September 14, 1983
Website: www.primecap.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Investment Companies95.77%
Sovereign Wealth Funds2.01%
Pooled Investment Vehicles0.9%
Pension & Profit Sharing Plans0.87%
Charitable Organizations0.44%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Primecap Management Co. is a privately owned corporate advisory firm that has been SEC‑registered since 1983 and serves an institutional client base. The firm is compensated on a percentage‑of‑assets basis and focuses its advisory work on portfolio management for investment companies, pooled investment vehicles and institutional or business clients. FINTRX flags it as not positioning itself as a capital allocator and not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Exchange Traded Equities97%
Cash & Cash Equivalents3%

Owners & executives

3 of 4

Joel Fried
Co-CEO, Portfolio ManagerCRD 4914523
Alfred Mordecai
Co-CEOCRD 6046457
William Warnick
Chief Financial OfficerCRD 2812904

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Contacts

3 of 5

Jennifer Ottosen
CCOCRD 5908074
Theofanis Kolokotrones
Chairman, Director, and Portfolio ManagerCRD 273551
James Marchetti
Executive Vice President, Director, and Portfolio ManagerCRD 6980557