Inflective Asset Management, LLC (Manhattan Beach)


Inflective Asset Management, LLC is a large advisory firm based in Manhattan Beach. It manages $189.93 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Inflective Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Inflective Asset Management: assets under management

The assets under management (AUM) of Inflective Asset Management, LLC is $189.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $189.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $47.48 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Inflective Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Amerus Group Co. Owner 1 Apr 2001 75% - 100% 42-1458424
Aviva Usa Corporation Owner 1 Apr 2001 75% - 100% 42-1458424
Ltd. Aviva International Holdings Shareholder 1 Nov 2006 75% - 100% foreign
Aviva Insurance Limited Shareholder 1 Nov 2006 75% - 100% foreign
Aviva International Insurance Limited Shareholder 1 Nov 2006 75% - 100% foreign
Ltd. Aviva Group Holdings Shareholder 1 Nov 2006 75% - 100% foreign
Aviva Plc Shareholder 1 Nov 2006 75% - 100% foreign

Based in Manhattan Beach

The principal office where Inflective Asset Management, LLC performs its advisory services is located at 1334 Parkview Avenue, Suite 310, Manhattan Beach, CA 90266, which is also the mailing address of the firm. An additional office of the firm is in Des Moines, IA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-545-2992 or by fax 310-545-2341. The normal business hours are 6:30 a.m. - 3:30 p.m. pacific time on Monday - Friday. You can find more information about the New York firm at inflectiveasset.com.