AMERICAN ASSETS Overview
American Assets Investment Management Llc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 06/30/19. The fund's latest filing disclosed 627MM in positions, representing 38% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 06/30/19. The fund's latest filing disclosed 627MM in positions, representing 38% of the manager's regulatory AUM.
AMERICAN ASSETS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AMERICAN ASSETS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAT | 10.94% | Financials | 1.28% | 0.08% | 0 | 4% | ||
| WFC | 7.59% | Financials | 5.96% | 0.37% | 0 | 22% | ||
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FEATURED IN
AMERICAN ASSETS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ernest S. Rady | Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer & Trustee Of Managing Member | August-2002 |
| Karen A. Fleck | Chief Financial Officer | December-2012 |
| Julie L. Schwartz | General Counsel | December-2012 |
AMERICAN ASSETS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
AMERICAN ASSETS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Investments & Strategies for AAIF
The Partnership was organized for the primary purpose of investing in U.S. publicly traded securities (equity and debt). AAIF may also invest in options, convertible securities, debt/bond securities and all other types of financial instruments, partnerships or hedge funds, all as determined by the General Partner. The descriptions of the specific activities in which the Partnership may engage should not be understood to limit in any way the types of investment activities or the allocation of Partnership capital among such investments that AAIF may make. The Partnership may engage in any investment activities which the General Partner considers appropriate and consistent with the Partnership’s objective.
The Partnership’s objective is to achieve capital appreciation through primarily long investing in U.S. equity securities of public companies, as well as va...
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A. Investments & Strategies for AAIF
The Partnership was organized for the primary purpose of investing in U.S. publicly traded securities (equity and debt). AAIF may also invest in options, convertible securities, debt/bond securities and all other types of financial instruments, partnerships or hedge funds, all as determined by the General Partner. The descriptions of the specific activities in which the Partnership may engage should not be understood to limit in any way the types of investment activities or the allocation of Partnership capital among such investments that AAIF may make. The Partnership may engage in any investment activities which the General Partner considers appropriate and consistent with the Partnership’s objective.
The Partnership’s objective is to achieve capital appreciation through primarily long investing in U.S. equity securities of public companies, as well as va...
Unlock Full Investment Process Description
AMERICAN ASSETS Portfolio Concentration
AMERICAN ASSETS Location
11455 EL CAMINO REAL
SUITE 140
SAN DIEGO, California
UNITED STATES, 92130
SUITE 140
SAN DIEGO, California
UNITED STATES, 92130
AMERICAN ASSETS Contact Information
Phone Number: 858-345-1461
Fax Number: 858-345-1479
Website: null
Fax Number: 858-345-1479
Website: null
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