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 institutional registered investment adviser that focuses on portfolio management for businesses and other institutional clients. The firm is structured as a limited liability company and has been SEC-registered since 1998. It charges fees as a percentage of assets under management and reports that it is an active ESG investor, indicating ESG considerations are part of its investment approach. The firm is not set up as a capital allocator and does not identify as a multi-state or newly formed adviser. Metzler-Payden maintains industry affiliations beyond its RIA status, including relationships with broker-dealers, other investment advisers, and commodity pool/CTA entities. Its stated advisory activity centers on institutional portfolio management rather than retail wealth management or pension consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

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

2 of 2
  • Reza Pishva

    Managing Director, General Counsel and Chief Compliance OfficerCRD 7894715

  • Joan Payden

    Joan Payden

    President, Chief Executive OfficerCRD 358476

Contacts

3 of 4
  • Nina Birke-wiesheu

    DirectorCRD 8066470

  • Brian Matthews

    Brian Matthews

    Managing Director & Portfolio ManagerCRD 2060962

  • Janni Karathanasis

    Janni Karathanasis

    Managing DirectorCRD 7531225

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Wealth teams

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Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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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