Data / Investment advisers / California / Row Asset Management, LLC
Row Asset Management, LLC, Newport Beach, CA: $2.5 billion AUM, SEC registered investment adviser
Row Asset Management, LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $2.5 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 168336
- SEC file number
- 801-78326
- SEC status
- Approved, effective July 15, 2013
- Main office
- 450 Newport Center Drive Suite 420, Newport Beach, CA 92660
- Phone
- (949) 478-8300
- Website
- rowam.com
- Regulatory AUM
- $2,548,819,118 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $2,548,819,118
- Accounts
- 14
- Employees
- 20, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 3 hedge funds, 1 other private fund
- Gross assets of private funds
- $1,633,842,156
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- March 31, 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 |
|---|---|---|
| Pooled investment vehicles | 12 | $2.33 billion |
| Corporations or other businesses | 2 | $218.5 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 | $2.55 billion | March 31, 2026 |
| December 1, 2025 | $2.53 billion | March 31, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pacific Private Fund Advisors LLC | Newport Beach | $12.24 billion | 17 | adviserinfo.sec.gov |
| Windjammer Capital Investors | Newport Beach | $3.10 billion | 6 | adviserinfo.sec.gov |
| Strategic Global Advisors, LLC | Newport Beach | $3.03 billion | Not listed | adviserinfo.sec.gov |
| Hollencrest Capital Management | Newport Beach | $2.87 billion | 3 | adviserinfo.sec.gov |
| KBS Realty Advisors, LLC | Newport Beach | $2.72 billion | Not listed | adviserinfo.sec.gov |
| JDL Advisers | Newport Beach | $2.28 billion | Not listed | adviserinfo.sec.gov |
| Apc Asset Development I, LP | Newport Beach | $2.25 billion | 6 | adviserinfo.sec.gov |
| Apc Asset Development II, LP | Newport Beach | $2.06 billion | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Row Asset Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.