Hotchkis And Wiley Capital Management, LLC
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Overview
Hotchkis And Wiley Capital Management, LLC is an advisory company that has its headquarters in Los Angeles, California. It manages $28.4 billion in total assets across 95 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). Hotchkis And Wiley Capital Management, LLC has an average-sized team, including 30 financial advisors. Hotchkis And Wiley Capital Management, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like bonds, stocks and options.
Hotchkis And Wiley Capital Management, LLC administers the majority of the firm's client assets on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without needing the customer's permission. Hotchkis And Wiley Capital Management, LLC also administers one non-discretionary accounts totaling $165.1 million in assets. The firm oversees about $298.4 million in assets for every account. The typical financial advisor at Hotchkis And Wiley Capital Management, LLC manages about three client accounts, placing it among the most personalized financial advisor firms in the country.
The company's headquarters is at 601 South Figueroa Street, Los Angeles, California 90017-5704. Hotchkis And Wiley Capital Management, LLC is registered to provide services to investors throughout 9 states, including California, Colorado, Louisiana, Massachusetts, Minnesota, New Jersey, Oklahoma, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hotchkis And Wiley Capital Management, LLC by the Numbers
$28.4 billion
62
95
$298.4 million
Fee Structure
A financial advisor's fees vary depending on the type of services provided. However, fees charged by the firm can consist of the following fee types: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Hotchkis And Wiley Capital Management, LLC manages money for a number of different investors. Hotchkis And Wiley Capital Management, LLC caters to investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and other investment advisers. Out of its 95 clients, Hotchkis And Wiley Capital Management, LLC's biggest client group by number of accounts is investment companies. Just 7% of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 91.89%
- Charitable Organizations - 8.11%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hotchkis And Wiley Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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