BRADFORD & MARZEC, LLC
BRADFORD & MARZEC, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 105654). Regulatory assets under management: $4.2B.
Registration
- CRD: 105654
- SEC file number: 801-20778
- Type: Registered investment adviser
- Location: 333 SOUTH HOPE STREET, SUITE 4050, LOS ANGELES, CA, 90071-3049
- Phone: 213-687-9170
- Latest filing: 2016-03-29
- Regulatory AUM: $4.2B
- Discretionary AUM: $4.2B
- Clients: 32
- Accounts: 720
Officers, owners & control persons (15)
| Name | Role | Location |
|---|
| Allen Taylor Graham | SENIOR PORTFOLIO MANAGER; SR. PORTFOLIO MANAGER/DIRECTOR | Birmingham, AL |
| MARZEC ZELDA A | PRESIDENT | — |
| BRADFORD EDWARD THEODORE | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER (+3 more) | — |
| SWEENEY TIMOTHY RICHARD | SENIOR PORTFOLIO MANAGER | — |
| MARZEC ZELDA ANN | MANAGING MEMBER; MANAGING PARTNER; MANAGING PARTNER/DIRECTOR (+1 more) | — |
| MARZEC ZELDA | PRESIDENT | — |
| BURLEY JAMES BRISTOL | CHIEF ADMINISTRATIVE OFFICER | — |
| YAMADA JEFFREY B | COMPLIANCE OFFICER | — |
| LOPEZ DOUGLAS | SENIOR PORTFOLIO MANAGER | — |
| REIDT TERENCE LEE | SENIOR PORTFOLIO MANAGER | — |
| RALL JASON | CHIEF COMPLIANCE OFFICER | — |
| BROTHERS JEFFREY ERIC | SENIOR PORTFOLIO MANAGER; SR. PORTFOLIO MANAGER/DIRECTOR | — |
| HAENDEL GREGORY DAVID | SENIOR PORTFOLIO MANAGER; SR. PORTFOLIO MANAGER | — |
| CREEDEN HEATHER | SENIOR PORTFOLIO MANAGER | — |
| CREEDEN HEATHER ELIZABETH | SR. PORTFOLIO MANAGER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| B&M CLO 2014-1, LTD | Securitized Asset Fund | — | 5 | $376.6M | $1.0M |
Fund service providers (2)
- administrator: APPLEBY TRUST (CAYMAN) LTD.
- administrator: WELLS FARGO BANK, NATIONAL ASSOCIATION
More on this firm