Primecap Management Co

RIASEC RegisteredEst. 1983

Total AUM

$139B

Discretionary

$139B

100% of AUM

Avg account

$7.7B

Accounts

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 105516
Registered since: September 14, 1983
Website: www.primecap.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Investment Companies95.77%
Sovereign Wealth Funds2.01%
Pooled Investment Vehicles0.9%
Pension & Profit Sharing Plans0.87%
Charitable Organizations0.44%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Primecap Management Co. is an SEC-registered institutional investment adviser organized as a corporation and in business since 1983. It serves institutional clients and charges fees based on a percentage of assets under management. The firm’s registered advisory activities emphasize portfolio management across investment companies, pooled investment vehicles and institutional or business accounts. Primecap does not identify as an active ESG investor, is not multi-state registered, and is not described as a capital allocator or pension consultant in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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

Exchange Traded Equities97%
Cash & Cash Equivalents3%

Owners & executives

3 of 4

Joel Fried
Co-CEO, Portfolio ManagerCRD 4914523
Alfred Mordecai
Co-ceoCRD 6046457
William Warnick
Chief Financial OfficerCRD 2812904

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Contacts

3 of 5

Jennifer Ottosen
CCOCRD 5908074
Theofanis Kolokotrones
Chairman, Director, and Portfolio ManagerCRD 273551
James Marchetti
Executive Vice President, Director, and Portfolio ManagerCRD 6980557