Firm profile

PRIMECAP MANAGEMENT CO

PASADENA, CACRD 105516Latest ADV March 30, 2026

Primecap Management Co is an SEC registered investment adviser organized as a corporation with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 30, 2026, reports $139.3B in regulatory assets under management, 43 employees, and 18 accounts.

Assets Under Management
$139.3B
Employees
43
Offices
--
Total Clients
13
Primary office
PASADENA, CA
177 E COLORADO BLVD., 11TH FLOOR, PASADENA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOJennifer A. Ottosen
CFOWilliam T. Warnick
COOJohn R. Bucher

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 38.5% of total clients.
Top client categories% of clientsClients
1
Pension Plans
38.5%
5
2
Charitable
30.8%
4
3
Investment Cos.
15.4%
2
4
Pooled Investment Vehicles
7.7%
1
5
Sovereign Wealth
7.7%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$139.3Bas of March 30, 2026
Discretionary100.0%
$139.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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$139.3B
Total Accounts18
10Y AUM Change+$33.1B (+31.1%)

Employee Growth by Quarter

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

Total Employees43
Clients per Employee0:1
10Y Employee Change+7 (+19.4%)

* 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.