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PRODUCTS PROFILE ADD DATA

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Rank Firm
•name
•address
•website		 Assets Managed in L.A. County
•2023
•2022
(in billions)		 Portfolio Mix (by percent) L.A. County Staff
•portfolio managers
•researchers		 Profile
•headquarters
•client contact(s)		 Chief Investment Officer
•name
•phone
•equity •fixed income •cash equivalent •real estate •other
1
 Capital Group
333 S. Hope St., 53rd Floor
Los Angeles 90071; capitalgroup.com		 $2,500.0
$2,750.21		 55% 0% 3% 0% 42% 2,200
400		 Los Angeles Mike Gitlin
(213) 486-9200
2
 UBS Financial Services Inc.
2000 Avenue of the Stars, 7th Floor
Los Angeles 90067; ubs.com		 1,175.02
107.02		 NA NA NA NA NA NA Zurich & Basel
Jaron Singletary
Lauren Gorsche
Justin Frame		 Solita Marcelli
(213) 972-1511
3
 Western Asset Management Co., LLC
385 E. Colorado Blvd.
Pasadena 91101; www.westernasset.com		 225.6
229.1		 0 100 0 0 0 18
23		 Pasadena
Derek Fan		 S. Kenneth Leech
(626) 844-9400
1 Financial information from Securities and Exchange Commission filings.
2 Business Journal estimate.
Note: Information for this list was collected from sources including company representatives, Securities and Exchange Commission filings, company websites, and LinkedIn profiles. Firms are ranked by assets under management in L.A. County offices as of December 31, 2023. To the best of our knowledge, this information is accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions and typographical errors may occur. Please send corrections or additions on company letterhead to the Research Department, Los Angeles Business Journal, 11150 Santa Monica Blvd., Suite 350, Los Angeles, CA 90025. ©2024 Los Angeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from the editor. Reprints are available from Wright’s Media at (877) 652-5295.NA – Not Available
Researched by Deepanjali Batra