LOS ANGELES, CACRD 104889Latest ADV March 28, 2026
Ssi Investment 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 28, 2026, reports $2.6B in regulatory assets under management, 25 employees, and 79 accounts.
Assets Under Management
$2.6B
Employees
25
Offices
--
Total Clients
79
Primary office
LOS ANGELES, CA
2121 AVENUE OF THE STARS, SUITE 2050, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 30.4% of total clients.
Top client categories% of clientsClients
1
Individuals
30.4%
24
2
Pension Plans
30.4%
24
3
Government
13.9%
11
4
Charitable
8.9%
7
5
HNWI
6.3%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 28, 2026
Discretionary100.0%
$2.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$191K
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$2.6B
Total Accounts79
10Y AUM Change+$961M (+60.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee3:1
10Y Employee Change-11 (-30.6%)
* 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.