American Assets Capital Advisers, LLC
CRD 168805SEC# 801-80101San Diego, CA
No longer SEC-registered. American Assets Capital Advisers, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$327.3M
Employees
6
Accounts
5
Location
San Diego, CA
American Assets Capital Advisers, LLC assets under management
American Assets Capital Advisers, LLC is an investment advisory firm registered with the SEC based in San Diego, CA. It reports $327.3 million in regulatory assets under management and employs 6 people.
American Assets Capital Advisers, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| American Assets Investment Management, LLC Control | Member | 25-50% | 2014 |
| Burland Bland East Control | Chief Executive Officer, Chief Investment Officer | Under 5% | 2014 |
| Creede Everett Murphy | Chief Operating Officer, Portfolio Manager | 5-10% | 2021 |
| Ernest Sylvan Rady Control | Executive Chairman | Under 5% | 2014 |
| Julie Lynn Schwartz | Senior Vice President, General Counsel, Chief Compliance Officer | Under 5% | 2012 |
| Min Zheng | Vice President, Chief Financial Officer | Under 5% | 2021 |
| Soledad Realty Capital, Inc. Control | Member | 25-50% | 2014 |
| Burland Bland East Control | Sole Shareholder | Over 75% | 2009 |
| Ernest Sylvan Rady Control | Trustee Of Ernest Rady Trust (sole Member Of American Assets Investment Management, Llc) | Over 75% | 1983 |
Frequently asked questions
How much does American Assets Capital Advisers, LLC manage?
American Assets Capital Advisers, LLC reports $327.3 million in regulatory assets under management on its Form ADV.
How many employees does American Assets Capital Advisers, LLC have?
American Assets Capital Advisers, LLC reports 6 employees.
Where is American Assets Capital Advisers, LLC located?
American Assets Capital Advisers, LLC is based in San Diego, CA.
Does American Assets Capital Advisers, LLC disclose fund performance?
American Assets Capital Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3430 Carmel Mountain Road, Suite 150, San Diego, CA 92121 |
| Office hours | 8:00 a.m. - 5:00 p.m. Pacific Time |
| Discloses disciplinary history | No |
Regulatory AUM
$327.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$327.3Mregulatory AUM
Discretionary $327.3M