Firm profile

METROPOLITAN WEST ASSET MANAGEMENT LLC

LOS ANGELES, CACRD 104571Latest ADV March 27, 2026

Metropolitan West Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 27, 2026, reports $78.5B in regulatory assets under management, 377 employees, 2 offices, and 107 accounts.

Assets Under Management
$78.5B
Employees
377
Offices
2 offices
Total Clients
91
Primary office
LOS ANGELES, CA
515 SOUTH FLOWER STREET, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(213) 244-0000
WebsiteNot reported
LinkedInNot reported

Leadership

5 roles identified
CEOKathryn A. Koch
CCOChristopher D. Marzullo
CFORichard M. Villa

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 44.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
44.0%
40
2
Government
15.4%
14
3
Charitable
14.3%
13
4
Insurance Cos.
9.9%
9
5
Investment Cos.
8.8%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$78.5Bas of March 27, 2026
Discretionary100.0%
$78.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$203K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$78.5B
Total Accounts107
10Y AUM Change$-37.9B (-32.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees377
Clients per Employee0:1
10Y Employee Change+79 (+26.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.