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 a privately owned hedge fund–style advisory firm organized as an LLC. The firm is registered with the SEC and first registered in 2006. It provides discretionary portfolio management across individual and family accounts as well as pooled vehicles and institutional mandates, and charges clients fees calculated as a percentage of assets under management. The firm does not identify as an active ESG investor and operates under an owner-type classified as individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$12.5M in ETFs
100%
$12.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $4.4M | 16,000 | 35.59% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 3430 Carmel Mountain Rd
- Time zone
- PT (UTC-8)
- Office locations
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