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AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
CRD 131660File 801-65209
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.87B
Top 25% of cohort (national)
Discretionary AUM
$5.87B
Clients
12
12 accounts
Employees
5
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 18, 2006
- Principal office
- 3430 CARMEL MOUNTAIN ROAD, STE. 150, SUITE 150, SAN DIEGO, CA, 92121
- Phone
- 858-345-1461
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.87B
- Discretionary AUM
- $5.87B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $489.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $11.0M |
| Insurance companies | 7 | $5.75B |
| High net worth individuals | 1 | $3.4M |
| Pooled investment vehicles | 1 | $99.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.