Metzler Payden, LLC (Los Angeles)

Metzler Payden, LLC is a large advisory firm based in Los Angeles. It manages $2.88 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

Metzler Payden provides portfolio management for businesses and institutional clients and portfolio management for pension and profit sharing plans. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Metzler Payden: assets under management

The assets under management (AUM) of Metzler Payden, LLC is $2.88 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and $2.88 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.88 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $221.48 million each.

Investments

The firm invests in investment grade corporate bonds the most. They account for 44% of the total AUM. The second-largest asset type is sovereign bonds, which make up 42% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 7% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Metzler Payden, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Metzler Payden, LLC

Scott Jay Weiner has been acting as President since 1 Jul 1998. Marco Schulmerich joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Payden & Rygel	Member	1 Jul 1998	50% - 75%	95-3921788
Inc Mp&R Ventures	Member	1 Jul 1998	50% - 75%	91-1914813
Scott Jay Weiner	Director	1 Jul 1998	Other	1559643
Brian Webb Matthews	Director, executive vice president & cfo	1 Jul 1998	Other	2060962
Frank Peter Martin	Director & executive vice president	1 Oct 1999	Other	4380372
Gerhard Wiesheu	Director & executive vice president	1 Jun 2003	Other	4939948
Edward Sanfern Garlock	Chief compliance officer	1 Oct 2004	Other	1482002
Joan Ann Payden	Director, co-chairman	1 Jan 2006	Other	358476
Norbert F.J. Enste	Director and co-chairman	1 Jan 2006	Other	4380369
Christopher Neil Orndorff	Director	1 Oct 2006	Other	1574211
Nader Purschaker	Director	1 Oct 2006	Other	5511483
Alexander Backhaus	President	1 Feb 2008	Other	5540378
Gerhard Wiesheu	Director & co-chairman	1 Oct 2009	Other	4939948
Michael Kurt Willi Klaus	Director	1 Feb 2010	Other	1897702
Marco Schulmerich	Director	1 May 2017	Other	6932550
Rainer Matthes	Director	1 May 2017	Other	7093471

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
B. Metzler Seel. Sohn & Co.	Shareholder	1 Sep 1980	75% - 100%	xxxxxx
Joan Ann Payden	President, director & shareholder	1 Aug 1983	50% - 75%	358476
Metzler North America Corporation	Shareholder	1 Jul 1998	75% - 100%	91-1149704

Based in Los Angeles

The principal office where Metzler Payden, LLC performs its advisory services is located at 333 S Grand Avenue, Los Angeles, CA 90071, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-830-4289 or by fax 213-628-8488. The normal business hours are 6:30 a.m. to 5:30 p.m. on Monday - Friday.