AdvisorCensus / Financial advisors / California / Los Angeles / LOS Angeles Capital Management LLC
LOS Angeles Capital Management LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2002, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 20, 2026.
Quick answers
From the filingHow is LOS Angeles Capital Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), LOS Angeles Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
Where is LOS Angeles Capital Management LLC located?
LOS Angeles Capital Management LLC's principal office is in Los Angeles, CA, according to its Form ADV.
Is LOS Angeles Capital Management LLC registered with the SEC or a state?
LOS Angeles Capital Management LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 119033.
How much does LOS Angeles Capital Management LLC manage?
LOS Angeles Capital Management LLC reports $40,575,576,974 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).
How have LOS Angeles Capital Management LLC's assets and staff changed since 2021?
In the Form ADV data for LOS Angeles Capital Management LLC: Regulatory assets under management: $29,416,487,370 in the October 2021 data and $40,575,576,974 in the October 2026 data, up 38%. Total employees: 85 in October 2021 and 103 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does LOS Angeles Capital Management LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (17); pension and profit sharing plans (but not the plan participants or government pension plans) (11); investment companies (9).
Which custodians does LOS Angeles Capital Management LLC use?
LOS Angeles Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon, Citigroup, Northern Trust and State Street as custodians holding 10% or more of its separately managed account assets.
Does LOS Angeles Capital Management LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/119033
What changed in LOS Angeles Capital Management LLC's recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in RI.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AMinimum annual fee: None
The brochure's wording
There is no annual minimum base fee for investment advisory services.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$40,575,576,974 as of October 2026, filing dated July 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2002 (24 years)
- Employees
- Total: 103. Performing investment advisory functions: 46.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $40,575,576,974 | 103 | July 20, 2026 |
| October 2025 | $31,289,048,424 | 95 | April 9, 2025 |
| October 2024 | $34,855,272,972 | 94 | August 8, 2024 |
| October 2023 | $28,309,538,555 | 93 | March 31, 2023 |
| October 2022 | $36,871,061,209 | 88 | March 31, 2022 |
| October 2021 | $29,416,487,370 | 85 | March 30, 2021 |
Regulatory assets under management: $29,416,487,370 in the October 2021 data and $40,575,576,974 in the October 2026 data, up 38%.
Total employees: 85 in October 2021 and 103 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in RI.
- April 2026
- Employees performing advisory functions went from 41 to 46.
- Regulatory assets under management went from $31,289,048,424 to $40,575,576,974 (+30%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. LOS Angeles Capital Management LLC (CRD 119033): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/los-angeles-capital-management-llc-los-angeles-ca-119033