Data / Investment advisers / California / American Assets Investment Management, LLC
American Assets Investment Management, LLC, San Diego, CA: $5.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
American Assets Investment Management, LLC is an SEC registered investment adviser with its main office in San Diego, California and reports $5.9 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include insurance companies, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 131660
- SEC file number
- 801-65209
- SEC status
- Approved, effective January 18, 2006
- Main office
- 3430 Carmel Mountain Road, Ste. 150 Suite 150, San Diego, CA 92121
- Phone
- (858) 345-1461
- Regulatory AUM
- $5,868,168,672 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $5,868,168,672
- Accounts
- 12
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $99,869,464
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 7 | $5.75 billion |
| Pooled investment vehicles | 1 | $99.9 million |
| Corporations or other businesses | 3 | $11 million |
| High net worth individuals | 1 | $3.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.87 billion | March 25, 2026 |
| December 1, 2025 | $4.90 billion | March 27, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Chandler Asset Management Inc | San Diego | $45.31 billion | Not listed | adviserinfo.sec.gov |
| Independent Financial Group, LLC | San Diego | $12.93 billion | Not listed | adviserinfo.sec.gov |
| Pure Financial Advisors, LLC | San Diego | $11.05 billion | Not listed | adviserinfo.sec.gov |
| Fairfield Realty Advisors LLC | San Diego | $6.20 billion | 10 | adviserinfo.sec.gov |
| LM Capital Group, LLC | San Diego | $6.10 billion | Not listed | adviserinfo.sec.gov |
| Metis Global Partners, LLC | San Diego | $5.67 billion | 13 | adviserinfo.sec.gov |
| Dunham | San Diego | $5.63 billion | 1 | adviserinfo.sec.gov |
| Globeflex Capital LP | San Diego | $4.60 billion | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving insurance companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- American Assets Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.