NEWPORT BEACH, CACRD 168336Latest ADV March 31, 2026
Row Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $2.5B in regulatory assets under management, 20 employees, 1 office, and 14 accounts.
Assets Under Management
$2.5B
Employees
20
Offices
1 office
Total Clients
14
Primary office
NEWPORT BEACH, CA
450 NEWPORT CENTER DRIVE, SUITE 420, NEWPORT BEACH, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 85.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
85.7%
12
2
Corporations
14.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 31, 2026
Discretionary100.0%
$2.5B
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.
Total AUM$2.5B
Total Accounts14
10Y AUM Change+$1.8B (+233.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee1:1
10Y Employee Change+9 (+81.8%)
* 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.