AMERICAN ASSETS CAPITAL ADVISERS, LLC

AMERICAN ASSETS CAPITAL ADVISERS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 168805). Regulatory assets under management: $327.3M.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Pooled vehicles, Investment cos, Other.

Officers, owners & control persons (10)

NameRoleLocation
Burland Bland EastCHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; SOLE SHAREHOLDER—
Ernest Sylvan RadyEXECUTIVE CHAIRMAN; TRUSTEE OF ERNEST RADY TRUST (SOLE MEMBER OF AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC)—
Julie Lynn SchwartzSENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER—
Min ZhengVICE PRESIDENT, CHIEF FINANCIAL OFFICER—
Creede Everett MurphyCHIEF OPERATING OFFICER, PORTFOLIO MANAGER—
RADY ERNEST SYLVANEXECUTIVE CHAIRMAN; SOLE MEMBER; TRUSTEE OF ERNEST RADY TRUST (SOLE MEMBER OF AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC)—
EAST BURLAND BLANDCHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; SOLE SHAREHOLDER—
SCHWARTZ JULIE LYNNGENERAL COUNSEL; SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER—
Zheng MinCHIEF ACCOUNTING OFFICER; VICE PRESIDENT, CHIEF ACCOUNTING OFFICER; VICE PRESIDENT, CHIEF FINANCIAL OFFICER—
MURPHY CREEDE EVERETTCHIEF OPERATING OFFICER, PORTFOLIO MANAGER; VICE PRESIDENT, INVESTMENT ANALYST—

Branch offices (2)

CityStateEmployeesPhone
LA JOLLACA3858-345-1475
LA JOLLACA3858-345-1475

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