Poplar Forest Capital LLC
CRD 145250SEC# 801-68455Pasadena, CA
No longer SEC-registered. Poplar Forest Capital LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.28B
Employees
10
Accounts
64
Location
Pasadena, CA
Poplar Forest Capital LLC assets under management
Poplar Forest Capital LLC operates as an SEC-registered investment adviser based in Pasadena, CA. It reports $1.3 billion in regulatory assets under management and employs 10 people.
Poplar Forest Capital LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Ryan Newman Control | Chief Financial Officer And Chief Operating Officer | Under 5% | 2012 |
| Drew Wayne Taylor Control | President | Under 5% | 2022 |
| Erin Chetwood Control | Chief Compliance Officer | Under 5% | 2022 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Poplar Forest Capital LLC manage?
Poplar Forest Capital LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Poplar Forest Capital LLC have?
Poplar Forest Capital LLC reports 10 employees.
Where is Poplar Forest Capital LLC located?
Poplar Forest Capital LLC is based in Pasadena, CA.
Does Poplar Forest Capital LLC disclose fund performance?
Poplar Forest Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 South Lake Avenue, Suite 950, Pasadena, CA 91101 |
| Office hours | 6:30 a.m. - 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.28BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.28Bregulatory AUM
Discretionary $566.1MNon-discretionary $716.2M