Payden & Rygel

RIASEC RegisteredEst. 1983
Total AUM
$158B
Discretionary
$158B
100% of AUM
Avg account
$177M
Accounts
895
Employees
194
Advisory reps
16

Firm details

Headquarters
Los Angeles, California
CRD number
107160
Registered since
September 8, 1983
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANCORP INVESTMENTS, INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • State / Municipal Government24.89%
  • Pension & Profit Sharing Plans16.5%
  • Corporations / Businesses16.17%
  • Insurance Companies12.53%
  • Charitable Organizations11.51%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Payden & Rygel is a corporate investment manager that has been SEC-registered since 1983 and serves both individual/family and institutional clients. The firm operates across traditional and pooled vehicles and provides portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and institutions. Its product mix includes securitized asset strategies and liquidity vehicles, and it acts as a commodity pool operator/commodity trading adviser (CPO/CTA). Payden & Rygel charges a mix of percentage-of-AUM, fixed, and performance-based fees and identifies as an active ESG investor. Fixed-income strategies, particularly U.S. government bonds, are a stated preference.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: US Government Bonds 30%, Investment Grade Corp Bonds 25%, Other 16%, Cash & Cash Equivalents 15%, Sovereign Bonds 6%, Non-Investment Grade Corp Bonds 5%, State & Local Bonds 2%, Exchange Traded Equities 1%, Public Funds/Mutual Funds 1%30%
  • US Government Bonds30%
  • Investment Grade Corp Bonds25%
  • Other16%
  • Cash & Cash Equivalents15%
  • Sovereign Bonds6%

Owners & executives

3 of 3
  • Reza Pishva

    Managing Director, General Counsel and Chief Compliance OfficerCRD 7894715

  • Joan Payden

    Joan Payden

    President, Chief Executive OfficerCRD 358476

  • Bradley Hersh

    Bradley Hersh

    Chief Financial OfficerCRD 2244165

Contacts

3 of 13
  • Kyle Signor

    Kyle Signor

    Senior AssociateCRD 6080498

  • Luis Sy

    Luis Sy

    Internal Advisor ConsultantCRD 7334920

  • Eva Weber Bogdan

    Eva Weber Bogdan

    Vice PresidentCRD 6424290

Unlock 10 more contacts

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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ETF holdings

1 of 18

Active vs passive

$174M in ETFs

Passive

87%

$150M

Active

0%

$23.5M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$48.3M131,00027.76%

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