Firm profile

Los Angeles Capital Management LLC

LOS ANGELES, CACRD 119033Registration Status: ApprovedEffective since February 25, 2002SEC # 801-60934Latest ADV July 20, 2026

Los Angeles 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 July 20, 2026, reports $40.6B in regulatory assets under management, 103 employees, 1 office, and 71 accounts.

Assets Under Management
$40.6B
Employees
103
Offices
1 office
Total Clients
42

Associated firm names

4 names listed
  • LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC.
  • SR INVESTMENT MANAGEMENT INCORPORATED
  • SR INVESTMENT MANAGEMENT
  • LOS ANGELES CAPITAL MANAGEMENT LLC

Leadership

4 roles identified
CEODaniel E. Allen
CCOJennifer E. Pepin
CFOElizabeth Mueller

Advisory services offered

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

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees

Offices & Contact

Primary office

LOS ANGELES, California, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

California

LOS ANGELESPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$40.6Bas of July 20, 2026
Discretionary100.0%
$40.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 40.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
40.5%
17
2
Pension Plans
26.2%
11
3
Investment Cos.
21.4%
9
4
Government
11.9%
5
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
FOUNDATION/ENDOWMENTS<5 clients

Assets under management Growth by Quarter

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

Total AUM$40.6B
Total Accounts71
10Y AUM Change+$18.2B (+81.4%)

Private Funds

Private funds reported by Los Angeles Capital Management LLC

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Employee Growth by Quarter

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

Total Employees103
Clients per Employee0:1
10Y Employee Change+39 (+60.9%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
LACM HOLDINGS INC.Direct owner · Schedule AInterest in LOS ANGELES CAPITAL MANAGEMENT LLC
75%+
HAL WILLIAM REYNOLDSDirect owner · Schedule AInterest in LOS ANGELES CAPITAL MANAGEMENT LLC
< 5%
STUART KEI MATSUDADirect owner · Schedule AInterest in LOS ANGELES CAPITAL MANAGEMENT LLC
< 5%
JENNIFER ELIZABETH PEPINDirect owner · Schedule AInterest in LOS ANGELES CAPITAL MANAGEMENT LLC
< 5%
DANIEL EARLE ALLENDirect owner · Schedule AInterest in LOS ANGELES CAPITAL MANAGEMENT LLC
< 5%
EDWARD RACKHAMDirect owner · Schedule AInterest in LOS ANGELES CAPITAL MANAGEMENT LLC
< 5%
THOMAS DELLWYN STEVENSIndirect owner · Schedule BInterest in LACM HOLDINGS INC.
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Los Angeles Capital Management LLC.

Reported ownership and control details

Form ADV · Filing date 2026-07-20 · Schedules A and B

12 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1THOMAS DELLWYN STEVENSCHAIRMANIndividualLOS ANGELES CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCHAIRMAN01/2002Schedule APDF page 46
2HAL WILLIAM REYNOLDSVICE CHAIRMAN / BOARD MEMBERIndividualLOS ANGELES CAPITAL MANAGEMENT LLCLess than 5%Code NAYesVICE CHAIRMAN / BOARD MEMBER06/2025Schedule APDF page 46
3STUART KEI MATSUDACHIEF TRADING OFFICER / BOARD MEMBERIndividualLOS ANGELES CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCHIEF TRADING OFFICER / BOARD MEMBER02/2017Schedule APDF page 46
4JENNIFER ELIZABETH PEPINCHIEF COMPLIANCE OFFICER / BOARD MEMBERIndividualLOS ANGELES CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER / BOARD MEMBER11/2007Schedule APDF page 46
5DANIEL EARLE ALLENCEO / PRESIDENT / BOARD MEMBERIndividualLOS ANGELES CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCEO / PRESIDENT / BOARD MEMBER01/2017Schedule APDF page 46
6STEVE OETOMOCHIEF TECHNOLOGY OFFICERIndividualLOS ANGELES CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCHIEF TECHNOLOGY OFFICER06/2016Schedule APDF page 46
7LACM HOLDINGS INC.PARENT HOLDING COMPANY, MEMBER, MANAGERDomestic entityLOS ANGELES CAPITAL MANAGEMENT LLC75% or moreCode EYesPARENT HOLDING COMPANY, MEMBER, MANAGER01/2021Schedule APDF page 46
8ELIZABETH MUELLERCHIEF FINANCIAL OFFICERIndividualLOS ANGELES CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCHIEF FINANCIAL OFFICER01/2021Schedule APDF page 46
9EDWARD RACKHAMCHIEF INVESTMENT OFFICER / BOARD MEMBERIndividualLOS ANGELES CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCHIEF INVESTMENT OFFICER / BOARD MEMBER06/2025Schedule APDF page 46
10BRADFORD ROWECHIEF RESEARCH OFFICERIndividualLOS ANGELES CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCHIEF RESEARCH OFFICER10/2022Schedule APDF page 46
11DANIEL EVERETT GIDDINGSCHIEF LEGAL OFFICER / GENERAL COUNSEL / CORPORATE SECRETARYIndividualLOS ANGELES CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCHIEF LEGAL OFFICER / GENERAL COUNSEL / CORPORATE SECRETARY12/2025Schedule APDF page 46
12THOMAS DELLWYN STEVENSCHAIRMAN OF THE BOARD OF DIRECTORS / CLASS A SHAREHOLDERIndividualLACM HOLDINGS INC.25% to less than 50%Code CYesCHAIRMAN OF THE BOARD OF DIRECTORS / CLASS A SHAREHOLDER01/2021Schedule BPDF page 47

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 7/20/2026 10:48:05 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.