METZLER-PAYDEN, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 108870
- Registered since
- July 16, 1998
- Website
- www.metzler.com
- Custodians
- DEKABANK DEUTSCHE GIROZENTRALE, STATE STREET BANK AND TRUST COMPANY, HSBC TRINKAUS & BURKHARDT GMBH
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans58.09%
- Insurance Companies32.7%
- Charitable Organizations9.21%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Metzler-Payden, LLC is an SEC-registered limited liability company that has operated since 1998 and provides portfolio management services geared toward businesses and institutional clients. The firm charges fees as a percentage of assets under management and describes itself as an active ESG investor, indicating that environmental, social or governance considerations are incorporated into its investment decision process. Corporate structure and industry relationships extend beyond standalone advisory work: Metzler-Payden maintains affiliations with a broker-dealer, other investment adviser entities and a CPO/CTA. Those links suggest the firm has access to execution, operational and alternative trading capabilities beyond basic cash management, while its stated focus is discretionary portfolio management rather than acting as a capital allocator or pension consultant.
Assets & Accounts
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
- Investment Grade Corp Bonds65%
- Sovereign Bonds13%
- Non-Investment Grade Corp Bonds9%
- Exchange Traded Equities5%
- US Government Bonds3%
Owners & executives
3 of 3REZA PISHVA
Managing Director, General Counsel and Chief Compliance OfficerCRD 7894715
BRIAN MATTHEWS
Managing Director, Chief Financial OfficerCRD 2060962
JOAN PAYDEN
President, Chief Executive OfficerCRD 358476
Contacts
3 of 3NINA BIRKE-WIESHEU
DirectorCRD 8066470
JANNI KARATHANASIS
Managing DirectorCRD 7531225
FRANZ von METZLER
Member of the Executive BoardCRD 7531223
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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