Firm profile

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

LOS ANGELES, CACRD 114649Latest ADV March 30, 2026

Hotchkis and Wiley Capital 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 30, 2026, reports $36.9B in regulatory assets under management, 64 employees, 5 offices, and 103 accounts.

Assets Under Management
$36.9B
Employees
64
Offices
5 offices
Total Clients
98
Primary office
LOS ANGELES, CA
601 SOUTH FIGUEROA STREET, 39TH FLOOR, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOScott H. Mcbride
CCOTina H. Kodama
CFOJames E. Menvielle

Advisory services offered

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

Fee models offered

4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 26.5% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
26.5%
26
2
Pooled Investment Vehicles
19.4%
19
3
Pension Plans
16.3%
16
4
Government
12.2%
12
5
Charitable
11.2%
11
Categories with <5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$36.9Bas of March 30, 2026
Discretionary100.0%
$36.9B
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$36.9B
Total Accounts103
10Y AUM Change+$7.0B (+23.3%)

Employee Growth by Quarter

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

Total Employees64
Clients per Employee2:1
10Y Employee Change+8 (+14.3%)

* 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.