Abacus Wealth Partners
429 Santa Monica Blvd., Suite 500, Santa Monica 90401 | abacuswealth.com
CHIEF INVESTMENT OFFICER: Darius Gagne (888) 422-2287
Advanced Research Investment Solutions
9150 Wilshire Blvd., Suite 220, Beverly Hills 90212 | arisconsulting.com
CHIEF INVESTMENT OFFICER: Alex Shahidi (424) 283-3800
AdvicePeriod
2121 Avenue of the Stars, Suite 2350, Los Angeles 90067 | adviceperiod.com
CHIEF INVESTMENT OFFICER: Larry Miles (424) 281-3600
American Realty Advisors
515 S. Flower St., 49th Floor, Los Angeles 90071 | aracapital.com
CHIEF INVESTMENT OFFICER: Kirk Helgeson (213) 233-5700
AMI Asset Management Corp.
10866 Wilshire Blvd., Suite 770, Los Angeles 90024 | amiassetmanagement.com
CHIEF INVESTMENT OFFICER: Chris Sessing (424) 320-4000
Analytic Investors
555 W. Fifth St., 50th Floor, Los Angeles 90013 | aninvestor.com
CHIEF INVESTMENT OFFICER: Dennis Bein
Gregory McMurran (213) 688-3015
Angeles Investment Advisors
429 Santa Monica Blvd., Suite 650, Santa Monica 90401 | angelesadvisors.com
CHIEF INVESTMENT OFFICER: Michael A. Rosen (310) 393-6300
Ares Management
2000 Avenue of the Stars, 12th Floor, Los Angeles 90067 | aresmgmt.com
CHIEF INVESTMENT OFFICER: Antony Ressler (310) 201-4100
Aristotle Capital Management
11100 Santa Monica Blvd., Suite 1700, Los Angeles 90025 | aristotlecap.com
CHIEF INVESTMENT OFFICER: Howard Gleicher
Gary Lisenbee (310) 478-4005
Bay Mutual Financial
1453 Third St. Promenade, Suite 490, Santa Monica 90401 | baymutual.com
CHIEF INVESTMENT OFFICER: Martin W. “Bud” Pernoll (310) 586-3222
Beach Point Capital Management
1620 26th St., Suite 6000N, Santa Monica 90404 | beachpointcapital.com
CHIEF INVESTMENT OFFICER: Carl Goldsmith
Scott Klein (310) 996-9700
Bel Air Investment Advisors
1999 Avenue of the Stars, Suite 3200, Los Angeles 90067 | belair-llc.com | (310) 229-1500
BNY Mellon Wealth Management
10250 Constellation Blvd., Suite 2100, Los Angeles 90067 | bnymellonwealth.com
CHIEF INVESTMENT OFFICER: Leo P. Grohowski (424) 277-6829
Camden Asset Management
2029 Century Park East, Suite 2010, Los Angeles 90067 | camdenasset.com
CHIEF INVESTMENT OFFICER: John Wagner (310) 203-4200
Camden Capital
2301 Rosecrans Ave., Suite 2110, El Segundo 90245 | camdencapital.com
CHIEF INVESTMENT OFFICER: John M. Krambeer (310) 725-0210
Canyon Partners
2000 Avenue of the Stars, 11th Floor, Los Angeles 90067 | canyonpartners.com
CHIEF INVESTMENT OFFICER: Joshua Friedman
Mitchell Julis (310) 272-1000
Capital Group
333 S. Hope St., Los Angeles 90071 | thecapitalgroup.com
CHIEF INVESTMENT OFFICER: Timothy D. Armour (213) 486-9200
Capital Group Private Client Services
333 S. Hope St., Los Angeles 90071 | thecapitalgroup.com/pcs
CHIEF INVESTMENT OFFICER: William Robbins (866) 421-2166
Capital Research + Consulting
15 S. Raymond Ave., Suite 200, Pasadena 91105 | capitalresearchandconsulting.com
CHIEF INVESTMENT OFFICER: Steven Arnold (626) 844-1440
Causeway Capital Management
11111 Santa Monica Blvd., 15th Floor, Los Angeles 90025 | causewaycap.com
CHIEF INVESTMENT OFFICER: Sarah Ketterer (310) 231-6100
CBRE Global Investors
515 S. Flower St., 31st Floor, Los Angeles 90071 | cbreglobalinvestors.com
CHIEF INVESTMENT OFFICER: Ritson Ferguson (213) 683-4200
Churchill Management Group
5900 Wilshire Blvd., Suite 400, Los Angeles 90036 | churchillmanagement.com
CHIEF INVESTMENT OFFICER: Fred A. Fern (877) 937-7110
CitizensTrust Wealth Management and Investment Services
1010 E. Colorado Blvd., Pasadena 91106 | cbbank.com/investing
CHIEF INVESTMENT OFFICER: Don Evenson (626) 564-6252
City National Bank
555 S. Flower St., Los Angeles 90071 | cnb.com
CHIEF INVESTMENT OFFICER: Garrett D’Alessandro (310) 888-6300
Clifford Swan Investment Counselors
177 E. Colorado Blvd., Suite 550, Pasadena 91105 | cliffordswan.com
CHIEF INVESTMENT OFFICER: Peter Boyle (626) 792-2228
Cliffwater
4640 Admiralty Way, 11th Floor, Marina del Rey 90292 | cliffwater.com
CHIEF INVESTMENT OFFICER: Stephen L. Nesbitt (310) 448-5000
Coast Asset Management
11150 Santa Monica Blvd., Suite 1400, Los Angeles 90025 | coastasset.com
CHIEF INVESTMENT OFFICER: Dave E. Smith (310) 576-3500
Colony NorthStar Inc.
515 S. Flower St., 44th Floor, Los Angeles 90071 | clns.com
CHIEF INVESTMENT OFFICER: Kevin Traenkle (310) 282-8820
Cove Street Capital
2101 E. El Segundo Blvd., Suite 302, El Segundo 90245 | covestreetcapital.com
CHIEF INVESTMENT OFFICER: Jeff Bronchick(424) 221-5897
Covington Capital Management
601 S. Figueroa St., Suite 2000, Los Angeles 90017 | covingtoncapitalmanagement.com
CHIEF INVESTMENT OFFICER: Gary Arakawa (213) 629-7500
Crescent Capital Group
11100 Santa Monica Blvd., Suite 2000, Los Angeles 90025 | crescentcap.com
INVESTMENT COMMITTEE (310) 235-5900
CS Capital Management Inc.
222 N. Sepulveda Blvd., Suite 2000, El Segundo 90245 | cscapitalinc.com
CHIEF INVESTMENT OFFICER: Michael McHargue (310) 988-7300
D.A. Davidson & Co.
624 S. Grand Ave., 26th Floor, Los Angeles 90017 | dadavidson.com (213) 620-1850
Dalton Investments
1601 Cloverfield Blvd., Suite 5050 N, Santa Monica 90404 | daltoninvestments.com
CHIEF INVESTMENT OFFICER: James Rosenwald III (424) 231-9100
DoubleLine Capital
333 S. Grand Ave., 18th Floor, Los Angeles 90071 | doubleline.com
CHIEF INVESTMENT OFFICER: Jeffrey Gundlach (213) 633-8200
Empyrean Capital Partners
10250 Constellation Blvd., Suite 2950, Los Angeles 90067 | empyrean.com
CHIEF INVESTMENT OFFICER: Amos Meron (310) 843-3000
EP Wealth Advisors
21515 Hawthorne Blvd., Suite 1200, Torrance 90503 | epwealth.com
CHIEF INVESTMENT OFFICER: Kevin Ashworth (310) 543-4559
Everett Harris & Co.
888 W. Sixth St.,10th Floor, Los Angeles 90017 | everettharris.com
CHIEF INVESTMENT OFFICER: Jim Ward (213) 625-2677
Fiduciary Trust International
444 S. Flower St., Suite 3200, Los Angeles 90071 | fiduciarytrust.com
CHIEF INVESTMENT OFFICER: Ronald Sanchez (800) 421-9683
First Quadrant
800 E. Colorado Blvd., Suite 900, Pasadena 91101 | firstquadrant.com
CHIEF INVESTMENT OFFICER: Max Darnell (626) 795-8220
First Republic
1888 Century Park East, Los Angeles 90067 | firstrepublic.com
CHIEF INVESTMENT OFFICER: Chris Wolfe (888) 201-3726
First Western Capital Management
1900 Avenue of the Stars, Suite 900, Los Angeles 90067 | fwcapmgmt.com
CHIEF INVESTMENT OFFICER: Barry Julien (310) 229-2940
Flaherty & Crumrine Inc.
301 E. Colorado Blvd., Suite 720, Pasadena 91101 | flaherty-crumrine.com | (626) 795-7300
Focused Investors
9777 Wilshire Blvd., Suite 910, Beverly Hills 90212 | focusedinvestors.com
CHIEF INVESTMENT OFFICER: Bruce Veaco (310) 734-1200
FPA
11601 Wilshire Blvd., Suite 1200, Los Angeles 90025 | fpafunds.com | (800) 982-4372
Gamble Jones Investment Counsel
301 E. Colorado Blvd., Suite 802, Pasadena 91101 | gamblejones.com | (626) 795-7583
Glendon Capital Management
1620 26th St., Suite 2000N, Santa Monica 90404
CHIEF INVESTMENT OFFICER: Matthew Barrett (310) 907-0450
Granite Investment Partners
2321 Rosecrans Ave., Suite 4200, El Segundo 90245 | granitepartners-llc.com | (310) 933-3199
Guggenheim Partners Investment Management
100 Wilshire Blvd., Santa Monica 90401 | guggenheimpartners.com
CHIEF INVESTMENT OFFICER: Scott Minerd (310) 576-1270
Halbert Hargrove
111 Ocean Blvd., 23rd Floor, Long Beach 90802 | halberthargrove.com
CHIEF INVESTMENT OFFICER: Russ Hill (562) 435-5657
HCR Wealth Advisors
10866 Wilshire Blvd., Suite 1600, Los Angeles 90024 | hcrwealth.com
CHIEF INVESTMENT OFFICER: Jordan Kahn (310) 473-5445
Hotchkis and Wiley Capital Management
725 S. Figueroa St., 39th Floor, Los Angeles 90017 | hwcm.com
CHIEF INVESTMENT OFFICER: George Davis (213) 430-1000
Howard Capital Management
11601 Wilshire Blvd., Suite 2080, Los Angeles 90025 | howardcapital.com
CHIEF INVESTMENT OFFICER: David Robinson (310) 473-9100
Huber Capital Management
2321 Rosecrans Ave., Suite 3245 El Segundo 90245 | hubercap.com
CHIEF INVESTMENT OFFICER: Joseph R. Huber (310) 207-8400
Ivory Investment Management
11755 Wilshire Blvd., Suite 1350 Los Angeles 90025 | ivorycapital.com
CHIEF INVESTMENT OFFICER: Curtis Macnguyen (310) 899-7300
Kayne Anderson Capital Advisors
1800 Avenue of the Stars, Third Floor, Los Angeles 90067 | kaynecapital.com
CHIEF INVESTMENT OFFICER: Bob Sinnott (800) 638-1496
Kayne Anderson Rudnick Investment Management
1800 Avenue of the Stars, Second Floor, Los Angeles 90067 | kayne.com
CHIEF INVESTMENT OFFICER: Douglas S. Foreman (800) 231-7414
Lido Advisors
1875 Century Park East, Suite 950, Los Angeles 90067 | lidoadvisors.com
CHIEF INVESTMENT OFFICER: Jason Ozur (310) 278-8232
Lindbrook Capital
10877 Wilshire Blvd., Suite 2000, Los Angeles 90024 | lindbrookcapital.com
CHIEF INVESTMENT OFFICER: Ben Posen (424) 208-8000
Lombardia Capital Partners
55 S. Lake Ave., Suite 750, Pasadena 91101 | lombardiacapital.com
CHIEF INVESTMENT OFFICER: Alvin Marley (626) 568-2792
Los Angeles Capital Management and Equity Research
11150 Santa Monica Blvd., Suite 200, Los Angeles 90025 | lacapm.com
CHIEF INVESTMENT OFFICER: Hal W. Reynolds (310) 479-9998
LourdMurray
9777 Wilshire Blvd., Suite 1018, Beverly Hills 90212 | lourdmurray.com
CHIEF INVESTMENT OFFICER: Blaine Lourd
Palmer Murray (310) 300-9898
Lowe Enterprises
11777 San Vicente Blvd., Suite 900, Los Angeles 90049 | loweenterprises.com
CHIEF INVESTMENT OFFICER: Mike Lowe (310) 820-6661
Main Street Advisors
3110 Main St., Suite 310, Santa Monica 90405 | mainstreetadv.com
CHIEF INVESTMENT OFFICER: Paul Wachter (310) 392-7607
Mar Vista Investment Partners
11150 Santa Monica Blvd., Suite 320, Los Angeles 90025 | marvistainvestments.com | (310) 917-2800
Merrill Lynch
350 S. Grand Ave., Suite 2700, Los Angeles 90071 | ml.com
CHIEF INVESTMENT OFFICER: Ashvin Chhabra (800) 937-0620
Mesa West Capital
11755 Wilshire Blvd., Suite 2100, Los Angeles 90025 | mesawestcapital.com | (310) 806-6317
Morgan Stanley
444 S. Flower St., 34th Floor, Los Angeles 90071 | morganstanley.com | (213) 486-8915
Morton Capital Management
27200 Agoura Road, Suite 200, Calabasas 91301 | mortoncapital.com
CHIEF INVESTMENT OFFICER: Sasan Faiz (818) 222-4727
North Pier Fiduciary Management
3415 S. Sepulveda Blvd., Suite 1100, Los Angeles 90034 | npier.com
CHIEF INVESTMENT OFFICER: James I. Scheinberg (800) 403-7065
Northern Trust
2049 Century Park East, Suite 3600, Los Angeles 90067 | northerntrust.com
CHIEF INVESTMENT OFFICER: Richard K. Barnett (800) 257-0901
NWQ Investment Management Co.
2049 Century Park East, 16th Floor, Los Angeles 90067 | nwq.com
CHIEF INVESTMENT OFFICER: Jon D. Bosse (310) 712-4000
Oaktree Capital Management
333 S. Grand Ave., 28th Floor, Los Angeles 90071 | oaktreecapital.com
CHIEF INVESTMENT OFFICER: Bruce Karsh (213) 830-6300
One Capital Management
2945 Townsgate Road, Suite 300, Westlake Village 91361 | onecapital.com
CHIEF INVESTMENT OFFICER: Steven Cowley (805) 409-8150
Pacific Income Advisers
1299 Ocean Ave., Second Floor, Santa Monica 90401 | pacificincome.com
CHIEF INVESTMENT OFFICER: Lloyd McAdams (310) 393-1424
Paladin Realty Partners
10880 Wilshire Blvd., Suite 950, Los Angeles 90024 | paladinrealty.com
CHIEF INVESTMENT OFFICER: Randall Loker (310) 996-8766
Palisades Group
11755 Wilshire Blvd., Suite 1700, Los Angeles 90025 | palisades.us.com
CHIEF INVESTMENT OFFICER: Jack Macdowell (424) 280-7560
Patterson Capital Corp.
11100 Santa Monica Blvd., Suite 1950, Los Angeles 90025 | pattersoncapital.com
CHIEF INVESTMENT OFFICER: Joseph Patterson (310) 556-2496
Payden & Rygel
333 S. Grand Ave., Suite 3200, Los Angeles 90071 | payden.com | (213) 625-1900
Penniall & Associates Inc.
123 S. Marengo Ave., Suite 200, Pasadena 91101 | penniall.com
CHIEF INVESTMENT OFFICER: Anne P. Averill (626) 795-3062
Poplar Forest Capital
70 S. Lake Ave., Suite 930, Pasadena 91101 | poplarforestfunds.com
CHIEF INVESTMENT OFFICER: Dale Harvey (626) 304-6000
Post Advisory Group
1620 26th St., Suite 6500, Santa Monica 90404: postadvisory.com
CHIEF INVESTMENT OFFICER: Henry Chyung (310) 996-9600
Primecap Management Co.
177 E. Colorado Blvd., 11th Floor, Pasadena 91105 | primecapmanagement.com | (626) 304-9222
RNC Genter Capital Management
11601 Wilshire Blvd., 25th Floor, Los Angeles 90025 | rncgenter.com
CHIEF INVESTMENT OFFICER: Daniel J. Genter (800) 877-7624
Rothschild Credit Management (North America)
633 W. Fifth St., Suite 6700, Los Angeles 90071 | rothschild.com
CHIEF INVESTMENT OFFICER: Michael D. Hatley (213) 621-3700
Santa Barbara Asset Management
2049 Century Park East, 17th Floor, Los Angeles 90067 | sbasset.com
CHIEF INVESTMENT OFFICER: James M. Boothe (310) 552-5100
Sierra Investment Management Inc.
3420 Ocean Park Blvd., Suite 3060, Santa Monica 90405 | sierrainvestment.com
CHIEF INVESTMENT OFFICER: Terri Spath (310) 452-1887
Signature Estate & Investment Advisors
2121 Avenue of the Stars, Suite 1600, Los Angeles 90067 | seia.com
CHIEF INVESTMENT OFFICER: Deron McCoy (310) 712-2323
SSI Investment Management
9440 Santa Monica Blvd., Eighth Floor, Beverly Hills 90210 | ssi-invest.com
CHIEF INVESTMENT OFFICER: George Douglas (310) 595-2000
Summa Group of Oppenheimer & Co.
10880 Wilshire Blvd., 23rd Floor, Los Angeles 90024 | opco.com/summagroup
CHIEF INVESTMENT OFFICER: Brian Werdesheim
Jeffrey Werdesheim (310) 446-7501
TCW Group Inc.
865 S. Figueroa St., Suite 1800, Los Angeles 90017 | tcw.com
CHIEF INVESTMENT OFFICER: Michael P. Reilly
Tad Rivelle (213) 244-0000
Tortoise Credit Strategies
333 S. Hope St., Suite 4050, Los Angeles 90071 | tortoisecredit.com
CHIEF INVESTMENT OFFICER: Brad Beman (213) 687-9170
U.S. Bank
633 W. Fifth St., Los Angeles 90071 | usbank.com
CHIEF INVESTMENT OFFICER: Eric Friedman (213) 615-6566
UBS Financial Services Inc.
2000 Avenue of the Stars, Seventh Floor, Los Angeles 90067 | ubs.com
CHIEF INVESTMENT OFFICER: Michael Ryan (888) 843-6991
Wells Fargo & Co.
707 Wilshire Blvd., Los Angeles 90017 | wellsfargo.com
CHIEF INVESTMENT OFFICER: Erik H. Davidson (800) 869-3557
Wescap Group
330 N. Brand Blvd., Suite 1150, Glendale 91203 | wescapgroup.com
CHIEF INVESTMENT OFFICER: Joel Edstrom (818) 563-5170
Western Asset Management Co.
385 E. Colorado Blvd., Pasadena 91101 | westernasset.com
CHIEF INVESTMENT OFFICER: Kenneth Leech (626) 844-9400
Westmount Asset Management
2049 Century Park East, Suite 2500, Los Angeles 90067 | westmount.com
CHIEF INVESTMENT OFFICER: Jim Berliner (310) 556-2502
Whittier Trust Co.
1600 Huntington Dr., South Pasadena 91030 | whittiertrust.com
CHIEF INVESTMENT OFFICER: Sandip A. Bhagat (626) 441 5111
Wilshire Associates Inc.
1299 Ocean Ave., Suite 700, Santa Monica 90401 | wilshire.com | (310) 451-3051
