# AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC

AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 131660
- Type: SEC-registered investment adviser
- SEC file number: 801-65209
- Location: 3430 CARMEL MOUNTAIN ROAD, STE. 150, SUITE 150, SAN DIEGO, CA, 92121
- Phone: 858-345-1461
- Latest filing: 2026-03-25
- Regulatory AUM: $5.9B
- Discretionary AUM: $5.9B
- Clients: 5
- Accounts: 12

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Ernest Sylvan Rady | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER & TRUSTEE OF MANAGING MEMBER | — |
| Julie Lynn Schwartz | GENERAL COUNSEL | — |
| Min Zheng | CHIEF FINANCIAL OFFICER | — |
| RADY ERNEST SYLVAN | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER & TRUSTEE OF MANAGING MEMBER; CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & TRUSTEE OF MANAGING MEMBER | — |
| BARTON ROBERT FRANCIS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | — |
| WYLL ADAM | DIRECTOR OF CLIENT SERVICES; DIRECTOR OF CLIENT SERVICES, VICE PRESIDENT; (REGISTERED) GENERAL COUNSEL (+1 more) | — |
| SHEPHERD SCOTT PAUL | CHIEF OPERATING OFFICER; PORTFOLIO MANAGER AND DIRECTOR OF CLIENT SERVICE | — |
| EAST BURLAND BLAND | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WYLL ADAM BRANDON | VICE PRESIDENT -- STRUCTURING & REGISTERED IN-HOUSE COUNSEL | — |
| SCHWARTZ JULIE LYNN | GENERAL COUNSEL | — |
| FLECK KAREN ASHLEY | CHIEF FINANCIAL OFFICER | — |
| Zheng Min | CHIEF ACCOUNTING OFFICER; CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131660/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131660/similar
- Related entities: https://search.stillhousedata.com/firm/131660/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131660

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.