Payden/Kravitz Investment Advisers LLC (Los Angeles)


Payden/Kravitz Investment Advisers LLC is a large advisory firm based in Los Angeles. It manages $193.98 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and New York.

Payden/Kravitz Investment Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Payden/Kravitz Investment Advisers: assets under management

The assets under management (AUM) of Payden/Kravitz Investment Advisers LLC is $193.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1448% since the beginning of its operation, and $193.98 million of the total AUM is attributable to clients outside of the United States.

The firm manages $193.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.98 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Payden/Kravitz Investment Advisers LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Payden/Kravitz Investment Advisers serves?

The only and largest group of clients of Payden/Kravitz Investment Advisers is investment companies with 1 clients and $193.98 million of assets under management. Among the 10 most similar advisory firms, Payden/Kravitz Investment Advisers has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $193.98 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Payden/Kravitz Investment Advisers doesn't advise any private funds.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Joan Ann Payden President and director 1 Aug 1983 50% - 75% 358476
Daniel Kravitz President 1 May 2005 50% - 75% 4981539
Louis Kravitz Chief financial officer and secretary 1 May 2005 25% - 50% 2689875

Based in Los Angeles

The principal office where Payden/Kravitz Investment Advisers LLC performs its advisory services is located at 333 South Grand Avenue, Los Angeles, CA 90071, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-625-1900 or by fax 213-628-8488. The normal business hours are 8:00 a.m. to 5:30 p.m. on Monday - Friday.