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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) |
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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 ($BB) |
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Type | Form D Funds | Date | Sold ($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 |
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13F-NT | [0001491464] |
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Victory Capital Management Inc
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|
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 |