American Assets Investment Management, LLC
● SEC registered since 2006CRD 131660SEC# 801-65209San Diego, CA
Ranks #1,197 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$5.87B
Fund GAV
$99.9M
Private funds
1
Employees
5
Accounts
12
Location
San Diego, CA
American Assets Investment Management, LLC assets under management
American Assets Investment Management, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2006. It reports $5.9 billion in regulatory assets under management and employs 5 people. American Assets Investment Management, LLC manages 1 private fund with combined gross assets of $99.9 million, including American Assets Investment Fund, LP. By regulatory assets, it ranks 1,197 of 6,004 private fund managers.
American Assets Investment Management, LLC private funds
1 funds · $99.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| American Assets Investment Fund, LP | Hedge | $99.9M | $500K |
American Assets Investment Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ernest Sylvan Rady Control | Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer & Trustee Of Managing Member | Over 75% | 2002 |
| Julie Lynn Schwartz | General Counsel | Under 5% | 2012 |
| Min Zheng | Chief Financial Officer | Under 5% | 2021 |
Frequently asked questions
How much does American Assets Investment Management, LLC manage?
American Assets Investment Management, LLC reports $5.9 billion in regulatory assets under management on its Form ADV.
How many private funds does American Assets Investment Management, LLC manage?
American Assets Investment Management, LLC manages 1 private funds with combined gross assets of $99.9 million.
How many employees does American Assets Investment Management, LLC have?
American Assets Investment Management, LLC reports 5 employees.
Where is American Assets Investment Management, LLC located?
American Assets Investment Management, LLC is based in San Diego, CA and has been SEC-registered since 2006.
Does American Assets Investment Management, LLC disclose fund performance?
American Assets Investment Management, 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, Ste. 150, Suite 150, San Diego, CA 92121 |
| Phone | 858-345-1461 |
| Fax | 858-345-1479 |
| Office hours | 8:00a.m. To 5:00p.m. Pacific Time |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1389256 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.87B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
AUM vs fund managersTop 20%
Larger than 80% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$5.87Bregulatory AUM
Discretionary $5.87B
Service providers
Auditor
Prime broker
Custodian
Administrator