| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Research Affiliates US Value Opportunities LP | Other Private | $2.3M | — |
| Research Affiliates Multi-Asset Global Premia LP | Other Private | $2.2M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Elaine Tzou Zane Control | Chief Compliance Officer | Under 5% | 2023 |
| James Joseph Masturzo Control | Acting Chief Investment Officer | Under 5% | 2025 |
| Katrina Foulkrod Sherrerd Control | Acting Chief Executive Officer | Under 5% | 2025 |
Research Affiliates, LLC reports $26.3 billion in regulatory assets under management on its Form ADV.
Research Affiliates, LLC manages 2 private funds with combined gross assets of $4.5 million.
Research Affiliates, LLC reports 71 employees.
Research Affiliates, LLC is based in Newport Beach, CA and has been SEC-registered since 2002.
Research Affiliates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 660 Newport Center Drive, Suite 300, Newport Beach, CA 92660 |
| Phone | 949 325 8700 |
| Fax | 949 718 0454 |
| Office hours | 8:00 a.m. Pst To 5:00 p.m. Pst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $24.85B |
| Non-discretionary | $1.46B |
| Total (RAUM) | $26.31B |