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RESEARCH AFFILIATES
NEWPORT BEACH, CA
949 325 8700
SEC #801-61153Total AUM
$27.8B
Employees
66Clients
33Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
660 NEWPORT CENTER DRIVE
SUITE 300
NEWPORT BEACH
CA 92660
United States
SUITE 300
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00 AM PST TO 5:00 PM PST
Monday - Friday
Monday - Friday
Phone
949 325 8700
Financials
Total AUM
$27.8B
Accounts
33Discretionary
$26.2B
Accounts
25Non-Discretionary
$1.6B
Accounts
8
Clients
Investment Company Clients
15AUM
$19.6B
Pooled Vehicle Clients
11AUM
$3.4B
Pension/Profit Sharing Plan Clients
2AUM
$543.9M
Government Entity Clients
4AUM
$4.2B
Investment Advisor Clients
1AUM
$28.5M
Services
Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
NON-DISCRETIONARY INVESTMENT ADVICE (MODEL PORTFOLIOS) TO FINANCIAL ADVISORS
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.