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| Happy Holidays!! thanks for using AUM13F!! |
| Metropolitan West Asset Management LLC
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| CRD # | 104571 |
| SEC # | 801-53332 |
| CIK # | 0001491464 |
| AUM | $82.5 B (2025-03-28) |
| Employees | 370 (21% Investors, 20% Brokers) |
| Phone | 213-244-1050 |
| Address | 515 South Flower Street Los Angeles, CA 90071 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.1 | ||
| Microsoft Corp | 0.8 | ||
| Amazon Com Inc | 0.5 | ||
| Broadcom Inc | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Facebook Inc | 0.4 | ||
| ServiceNow Inc | 0.4 | ||
| VISA Inc | 0.2 | ||
| General Electric Co | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Metwest Enhanced TALF Strategy Fund LP | [2012-03-30] | 342.0 | 253.1 |
| SA | MWAM CBO 2001-1 Ltd | 2012-03-30 | 26.0 | |
| PE | MWAM Opportunity Master Fund BV | [2012-03-30] | 43.8 | |
| SA | Saturn Ventures 2005-1 Ltd | 2012-03-30 | 48.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 12 | 59.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.6 |
| (g) Pension and profit sharing plans | 39 | 6.4 |
| (h) Charitable organizations | 18 | 4.7 |
| (i) State or municipal government entities | 19 | 7.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 11 | 2.4 |
| (l) Sovereign wealth funds and foreign official institutions | 2 | 0.3 |
| (m) Corporations or other businesses not listed above | 5 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 131 | 82.5 |
| By Discretionary | ||
| Discretionary | 125 | 82.5 |
| Non-Discretionary | 6 | 0.0 |
| Total | 131 | 82.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 82.2 | |
| Total | 131 | 82.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Lippman | 15 | ||
| Laird Landmann | 12 | ||
| Patrick Doyle | 12 | ||
| Cal Rivelle | 1 | ||
| Joseph Hattesohl | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001491464] |
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