Data / Investment advisers / California / Ssi Investment Management LLC
Ssi Investment Management LLC, Los Angeles, CA: $2.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ssi Investment Management LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $2.6 billion in regulatory assets under management in its Form ADV filed March 28, 2026. Its clients include investment companies, state and municipal governments and individuals. It is paid through a percentage of assets under management and other fees.
The request: Watch Ssi Investment Management LLC (CRD number 104889): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 104889
- SEC file number
- 801-10544
- SEC status
- Approved, effective January 31, 1975
- Main office
- 2121 Avenue of the Stars Suite 2050, Los Angeles, CA 90067
- Phone
- (310) 595-2000
- Regulatory AUM
- $2,554,924,000 in the Form ADV filed March 28, 2026
- Discretionary AUM
- $2,554,733,000
- Non discretionary AUM
- $191,000
- Accounts
- 79
- Employees
- 25, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 28, 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 |
|---|---|---|
| Investment companies | 4 | $778.2 million |
| State or municipal government entities | 11 | $565.5 million |
| Individuals (other than high net worth individuals) | 24 | $481 million |
| Pension and profit sharing plans | 24 | $340.7 million |
| Insurance companies | 3 | $278.3 million |
| Charitable organizations | 7 | $76.1 million |
| High net worth individuals | 5 | $35.2 million |
| Corporations or other businesses | 1 | $56,000 |
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 28, 2026 |
| December 1, 2025 | $2.17 billion | May 16, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| RRG Capital Management LLC | Los Angeles | $2.89 billion | 12 | adviserinfo.sec.gov |
| TCW PT Management Company LLC | Los Angeles | $2.70 billion | 2 | adviserinfo.sec.gov |
| Breakthrough Properties | Los Angeles | $2.69 billion | 12 | adviserinfo.sec.gov |
| CIM Capital, LLC | Los Angeles | $2.68 billion | 7 | adviserinfo.sec.gov |
| Howard Capital Management Group, LLC | Los Angeles | $2.56 billion | Not listed | adviserinfo.sec.gov |
| Perennial Financial Services | Los Angeles | $2.50 billion | Not listed | adviserinfo.sec.gov |
| Ifc Advisors LLC | Los Angeles | $2.34 billion | 3 | adviserinfo.sec.gov |
| Browning West LP | Los Angeles | $2.24 billion | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving state and municipal governments
- Ssi 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.