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BARR ROSENBERG RESEARCH CENTER LLC
ORINDA, CA
925-254-6464
SEC #801-56082Total AUM
$20.9B
Employees
31Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4 ORINDA WAY, BLDG E
ORINDA
CA 94563
United States
ORINDA
CA 94563
United States
Operating Hours
6 AM TO 6 PM
Monday - Friday
Monday - Friday
Phone
925-254-6464
Financials
Total AUM
$20.9B
Accounts
112Discretionary
$20.7B
Accounts
108Non-Discretionary
$181.5M
Accounts
4
Clients
None reported
Services
Services Offered
Other Services
Other Services
PROVIDE QUANTITATIVE INVESTMENT RESEARCH AND MODELS TO US & FOREIGN ADVISORS UNDER COMMON CONTROL OF AXA ROSENBERG GROUP LLC
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CA
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.