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American Assets Investment Management, LLC

● SEC registered since 2006CRD 131660SEC# 801-65209San Diego, CA
Export (members)
Ranks #1,105 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$4.9B
Fund GAV
$94M
Private funds
1
Employees
5
Accounts
11
Location
San Diego, CA

American Assets Investment Management, LLC assets under management

American Assets Investment Management, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2006. It reports $4.9 billion in regulatory assets under management and employs 5 people. American Assets Investment Management, LLC manages 1 private fund with combined gross assets of $94 million, including American Assets Investment Fund, LP. By regulatory assets, it ranks 1,105 of 5,911 private fund managers.

American Assets Investment Management, LLC private funds

1 funds · $94M GAV
FundTypeGross assetsMin.
American Assets Investment Fund, LPHedge$94M$500K

American Assets Investment Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Ernest Sylvan Rady ControlChief Executive Officer, Chief Compliance Officer, Chief Investment Officer & Trustee Of Managing MemberOver 75%2002
Julie Lynn SchwartzGeneral CounselUnder 5%2012
Min ZhengChief Financial OfficerUnder 5%2021

Frequently asked questions

How much does American Assets Investment Management, LLC manage?

American Assets Investment Management, LLC reports $4.9 billion in regulatory assets under management on its Form ADV.

How many private funds does American Assets Investment Management, LLC manage?

American Assets Investment Management, LLC manages 1 private funds with combined gross assets of $94 million.

How many employees does American Assets Investment Management, LLC have?

American Assets Investment Management, LLC reports 5 employees.

Where is American Assets Investment Management, LLC located?

American Assets Investment Management, LLC is based in San Diego, CA and has been SEC-registered since 2006.

Does American Assets Investment Management, LLC disclose fund performance?

American Assets Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3430 Carmel Mountain Road, Ste. 150, Suite 150, San Diego, CA 92121
Phone858-345-1461
Fax858-345-1479
Office hours8:00a.m. To 5:00p.m. Pacific Time
SEC regionLos Angeles Regional Office (LARO)
CIK1389256
Discloses disciplinary historyNo

Assets under management

Discretionary$4.9B
Non-discretionary$0
Total (RAUM)$4.9B

Service providers