American Assets Investment Management, LLC

Overview

American Assets Investment Management, LLC is a privately owned investment adviser organized as an LLC and registered with the SEC since 2006. The firm operates in the hedge-fund space while also providing portfolio-management services to individuals and small businesses, pooled investment vehicles, and institutional clients. Its revenue model is percentage-of-assets-under-management. The firm reports no active ESG program, is not a multi-state adviser, and does not position itself as a pension consultant or related adviser. Investment activity shows a clear tilt toward fixed-income instruments — particularly U.S. government bonds — even as the firm maintains an active public-equity sleeve. American Assets also runs at least one pooled hedge fund and uses third-party alternative managers, indicating a blended approach that mixes liquid markets exposure with less liquid alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices