METZLER-PAYDEN, LLC

RIASEC RegisteredEst. 1998
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$141M
Accounts
9
Employees
187
Advisory reps
6

Firm details

Headquarters
Los Angeles, California
CRD number
108870
Registered since
July 16, 1998
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 65%, Sovereign Bonds 13%, Non-Investment Grade Corp Bonds 9%, Exchange Traded Equities 5%, US Government Bonds 3%, Cash & Cash Equivalents 3%65%
  • Investment Grade Corp Bonds65%
  • Sovereign Bonds13%
  • Non-Investment Grade Corp Bonds9%
  • Exchange Traded Equities5%
  • US Government Bonds3%

Owners & executives

3 of 3
  • REZA 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 3
  • NINA BIRKE-WIESHEU

    DirectorCRD 8066470

  • JANNI KARATHANASIS

    Managing DirectorCRD 7531225

  • FRANZ von METZLER

    Member of the Executive BoardCRD 7531223

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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