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| Metropolitan West Asset Management LLC
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| CRD # | 104571 |
| SEC # | 801-53332 |
| CIK # | 0001491464 |
| AUM | 78.52 B (2026-05-05) |
| Employees | 377 (23% Investors, 21% Brokers) |
| Fees | |
| Minimum | |
| Phone | 213-244-0000 |
| Address | 515 South Flower Street Los Angeles, CA 90071 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.0 | ||
| Microsoft Corp | 0.6 | ||
| Broadcom Inc | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Facebook Inc | 0.3 | ||
| General Electric Co | 0.3 | ||
| ASML Holding NV | 0.2 | ||
| Arista Networks Inc | 0.2 | ||
| Visa Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Metwest Enhanced TALF Strategy Fund LP | [2012-03-30] | 342.0 M | 253.1 M |
| Filed 2010-02-10 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Commission $20,094 · Net Assets Over $100,000,000 | ||||
| SA | MWAM CBO 2001-1 Ltd | 2012-03-30 | 26.0 M | |
| PE | MWAM Opportunity Master Fund BV | [2012-03-30] | 43.8 M | |
| SA | Saturn Ventures 2005-1 Ltd | 2012-03-30 | 48.6 M | |
| AUM Breakdown | Accounts | AUM ($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 | 8 | 54.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 40 | 8.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 4.7 |
| (i) State or municipal government entities | 14 | 6.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 1.9 |
| (l) Sovereign wealth funds and foreign official institutions | 2 | 0.3 |
| (m) Corporations or other businesses not listed above | 4 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 107 | 78.5 |
| By Discretionary | ||
| Discretionary | 105 | 78.5 |
| Non-Discretionary | 2 | 0.0 |
| Total | 107 | 78.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 78.2 | |
| Total | 107 | 78.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Lippman | Executive Officer | 15 | 4 | |
| Laird Landmann | Executive Officer | 12 | 3 | |
| Patrick Doyle | Promoter | 12 | 2 | |
| Cal Rivelle | Executive Officer | 1 | 1 | |
| Joseph Hattesohl | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001491464] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $42.0B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
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|---|---|---|
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