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METROPOLITAN WEST ASSET MANAGEMENT LLC

CRD 104571File 801-53332
APPROVED
Retail clients
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$78.52B
Top 10% of cohort (national)
Discretionary AUM
$78.52B
Non-discretionary $203K
Clients
91
107 accounts
Employees
377
Top 10% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Nov 29, 1996
Principal office
515 SOUTH FLOWER STREET, LOS ANGELES, CA, 90071
Phone
213-244-0000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$78.52B
Discretionary AUM
$78.52B
Non-discretionary AUM
$203K
Discretionary accounts
105
Non-discretionary accounts
2
Total accounts
107
AUM per client
$862.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other4$1.87B
Non-U.S. persons2$287.1M
Insurance companies9$1.93B
Investment companies8$54.76B
Charitable organizations13$4.65B
High net worth individuals1$69.4M
Pooled investment vehicles40$8.51B
State or municipal government entities14$6.45B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.