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Building 2METROPOLITAN WEST CAPITAL MANAGEMENT, LLC

Map pinNEWPORT BEACH, CA
Phone949-718-9701
NotebookSEC #801-57001
Total AUM
$8.4B
Employees
41
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
610 NEWPORT CENTER DR
SUITE 1000
NEWPORT BEACH
CA 92660
United States
Operating Hours
6:30AM - 5:00PM
Monday - Friday
Phone
949-718-9701

ReceiptFinancials

Total AUM
$8.4B
Accounts
245
Discretionary
$8.1B
Accounts
239
Non-Discretionary
$345.2M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Dismissed Civil Action (Settlement)Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Cause of Denial/Suspension
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.

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