Metzler-Payden, LLC

RIASEC RegisteredEst. 1998

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$141M

Accounts

Employees

187

Advisory reps

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

FINTRX

Overview

Metzler-Payden, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 1998. The firm provides portfolio management services targeted at businesses and institutional entities and charges fees as a percentage of assets under management. Metzler-Payden identifies as an active ESG investor, and its regulatory affiliations include broker-dealer, other investment adviser, and CPO/CTA registrations. The firm is not positioned as a capital allocator and is listed as a domestic entity with individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

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