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| Metropolitan West Asset Management LLC
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|---|---|
| CRD # | 104571 |
| SEC # | 801-53332 |
| CIK # | 0001491464 |
| AUM | $108.5 BB (2023-03-29) |
| Employees | 361 (25% Investors, 22% Brokers) |
| Phone | 213-244-1050 |
| Address | 865 S Figueroa Street Los Angeles, CA 90017-2593 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| 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 ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($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] |
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|---|---|---|
|
Victory Capital Management Inc
✚
|
TX | 140.8 |
|
Hightower Advisors LLC
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|
IL | 105.2 |
|
Fort Washington Investment Advisors Inc
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OH | 71.0 |
|
TCW Asset Management Company LLC
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CA | 54.2 |
|
Select Equity Group LP
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NY | 45.1 |
|
MIO Partners Inc
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|
NY | 43.7 |
|
William Blair & Company LLC
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|
IL | 41.7 |
|
Apogem Capital LLC
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|
NY | 40.3 |
|
BlackRock Capital Investment Advisors LLC
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|
DE | 39.0 |
|
Investure LLC
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|
VA | 30.6 |