Metropolitan West Asset Management LLC

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Assets, Funds, Holdings

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Metropolitan West Asset Management LLC
CRD #104571
SEC #801-53332
CIK #0001491464
AUM $108.5 BB (2023-03-29)
Employees 361 (25% Investors, 22% Brokers)
Phone213-244-1050
Address865 S Figueroa Street
Los Angeles, CA 90017-2593
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
15012090603002000200820162024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
NVDA 399.6 0.3
MSFT 1,918.2 0.3
GOOG 1,482.6 0.3
NOW 94.9 0.3
AMZN 1,093.0 0.2
V 419.3 0.2
CRM 170.6 0.2
SPGI 113.1 0.2
MA 309.6 0.2
AMT 117.7 0.2
View All
Holdings by Sector ($BB)
504030201002011201520192024
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Metwest Enhanced TALF Strategy Fund LP [2012-03-30] 342.0 253.1
SA MWAM CBO 2001-1 Ltd 2012-03-30 26.0
PE MWAM Opportunity Master Fund BV [2012-03-30] 43.8
SA Saturn Ventures 2005-1 Ltd 2012-03-30 48.6
AUM Breakdown Accounts AUM ($BB)
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 84.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 0.6
(g) Pension and profit sharing plans 52 7.9
(h) Charitable organizations 27 5.7
(i) State or municipal government entities 17 5.6
(j) Other investment advisers 0 0.0
(k) Insurance companies 13 2.4
(l) Sovereign wealth funds and foreign official institutions 2 0.2
(m) Corporations or other businesses not listed above 5 1.5
(n) Other 0 0.0
Total 154 108.5
By Discretionary
Discretionary 152 108.5
Non-Discretionary 2 0.0
Total 154 108.5
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 108.2
Total 154 108.5
Form D Directors # Filings # Firms 2011 - 2024
David Lippman 15
Laird Landmann 12
Patrick Doyle 11
Cal Rivelle 1
Joseph Hattesohl 1
EDGAR Form CIK 2011 - 2024
13F-NT [0001491464]
Comparable Firms State AUM ($BB)
Victory Capital Management Inc
TX 140.8
Hightower Advisors LLC
IL 105.2
Fort Washington Investment Advisors Inc
OH 71.0
TCW Asset Management Company LLC
CA 54.2
Select Equity Group LP
NY 45.1
MIO Partners Inc
NY 43.7
William Blair & Company LLC
IL 41.7
Apogem Capital LLC
NY 40.3
BlackRock Capital Investment Advisors LLC
DE 39.0
Investure LLC
VA 30.6
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