American Assets Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 25, 2026, reports $5.9B in regulatory assets under management, 5 employees, and 12 accounts.
Assets Under Management
$5.9B
Employees
5
Offices
--
Total Clients
12
Primary office
SAN DIEGO, CA
3430 CARMEL MOUNTAIN ROAD, STE. 150, SUITE 150, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentInsurance Cos. represent 58.3% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
58.3%
7
2
Corporations
25.0%
3
3
HNWI
8.3%
1
4
Pooled Investment Vehicles
8.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.9Bas of March 25, 2026
Discretionary100.0%
$5.9B
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$5.9B
Total Accounts12
10Y AUM Change+$3.4B (+140.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee2:1
10Y Employee Change-1 (-16.7%)
* 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.