LOS ANGELES CAPITAL MANAGEMENT LLC other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees:

94 1.08%

of those in investment advisory functions:

42 5.00%

Registration:

SEC, Approved, 2/25/2002

AUM:

34,855,272,972 23.12%

of that, discretionary:

34,855,272,972 23.12%

GAV:

2,128,511,928 17.43%

Avg Account Size:

505,148,884 17.77%

SMA’s:

YES

Private Funds:

6

Contact Info

310 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
37B 32B 26B 21B 16B 11B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Bid4Assets to Host Online Tax-Defaulted Properties Auction for Los Angeles County Treasurer's Office
04/02/2024

investing.com

5 Worst Places to Retire If You Have No Savings
03/30/2024

This article takes a look at the 5 worst places to retire if you have no savings. If you wish to check out our detailed analysis, you may go to 15 Worst Places to Retire if You Have No Savings. 5. Los Angeles, California Insider Monkey Score: 30     IM Cost of Living Index: 155.9         Median […]

Insider Monkey

Los Angeles Office Tower Dumped by Brookfield Faces Foreclosure Sale
03/27/2024

Yahoo Finance

Amazon Expands Same-Day Pharmacy Delivery to New York, Los Angeles
03/26/2024

The online shopping giant wants to make prescription delivery as convenient as its traditional shipments.

Wall Street Journal

Baseball star Ohtani denies illegal betting in first comments on scandal
03/25/2024

Los Angeles Dodgers player accuses former interpreter of stealing from him

Financial Times

William Lenkowitz - Analyst - Bruin Hedge Fund | LinkedIn
03/22/2024

William Lenkowitz. Business Economics @ UCLA. Bruin Hedge Fund University of California, Los Angeles. Schenectady, New York, United ...

linkedin.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 5 $2,080,906,237
Other Private Fund 1 $47,605,691

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
594918104 Microsoft Corp $2,253,976,267 8.00% 7.00% -4.00%
67066G104 Nvidia Corp $1,696,722,136 6.00% 76.00% -4.00%
037833100 Apple Inc $1,592,132,639 5.00% -12.00% -1.00%
023135106 Amazon Com Inc $1,171,728,097 4.00% 37.00% 16.00%
30303M102 Meta Platforms Inc $800,345,581 3.00% 23.00% -10.00%
02079K107 Alphabet Inc $668,053,235 2.00% -5.00% -12.00%
02079K305 Alphabet Inc $711,892,889 2.00% -3.00% -11.00%
G3223R108 Everest Group Ltd $148,957,560 1.00% 17.00% 4.00%
64110D104 Netapp Inc $241,904,625 1.00% 322.00% 255.00%
64110L106 Netflix Com Inc $334,023,605 1.00% 108.00% 67.00%

Brochure Summary

Overview

About the Firm Los Angeles Capital Management LLC ("Los Angeles Capital" or the “Firm”) is a discretionary institutional global asset manager registered with the SEC under the Investment Advisers Act of 1940, as amended (“Advisers Act”). The Firm was founded in 2002. The Firm offers risk-controlled active equity management services to a broad range of institutional investors. The Firm has a wholly owned subsidiary, LACM Global, Ltd. (“UK Subsidiary”), in the United Kingdom that is registered with the Financial Conduct Authority. Leadership and Ownership Structure The Firm’s Board consists of Thomas D. Stevens, Chairman, Daniel E. Allen, Chief Executive Officer and President, Hal W. Reynolds, Co-Chief Investment Officer, Stuart K. Matsuda, Chief Trading Officer, and Jennifer E. Reynolds, Chief Compliance Officer. The Firm’s majority owner is LACM Holdings Inc. (“LACM Holdings”), which owns over 95% of the Firm. Thomas D. Stevens and Hal W. Reynolds are the principal owners of LACM Holdings. The other owners of LACM Holdings are employees of the Firm. Services Offered Los Angeles Capital can construct a wide range of equity accounts to meet specific investor requirements. The Firm currently manages quantitative equity strategies across U.S., Emerging Markets, Global, and Developed markets. The Firm’s proprietary investment model technology (the “Model”) forecasts expected returns across a broad universe of publicly traded equity securities. The Firm utilizes statistical techniques to evaluate a variety of metrics that have explanatory
power for measuring stock price behavior and seeks to isolate and interpret how each of those factors are behaving in the current market environment. The Firm’s approach involves creating and investing diversified equity accounts. Based on these forecasts, client accounts are tailored to each institutional client's unique objectives and investment guidelines. Through a structured investment process, the Firm seeks to add value relative to the specific benchmark or other metric identified for each client account or on an absolute basis. Accounts are managed independently of one another in accordance with client specific mandates, restrictions, and instructions as outlined in their respective investment management agreements or other governing documents. The Firm’s quantitative investment model technology allows the Firm to offer customized solutions to its institutional clients. As an example, the Firm can incorporate specific environmental, social, and corporate governance (ESG) information on a customized basis into its investment process upon client request. In addition, the Firm can emphasize certain factors/themes such as momentum or growth in order to comply with a client request to maintain a permanent bias in the account. Finally, the Firm can customize accounts with regard to the type of risk and the maximum or minimum level of risk in an account. Assets under Management As of December 31, 2022, Los Angeles Capital had approximately $28.3 billion of client assets under management, and all assets were managed on a discretionary basis.