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Countrywide Alternative Asset Management Inc. (Calabasas)


Countrywide Alternative Asset Management Inc. is a large advisory firm based in Calabasas. It manages $700 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

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Countrywide Alternative Asset Management provides publication of newsletters and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Countrywide Alternative Asset Management: assets under management

The assets under management (AUM) of Countrywide Alternative Asset Management Inc. is $700 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $700 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Countrywide Alternative Asset Management Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Countrywide Alternative Asset Management Inc.

Nancy Marie Deliban has been acting as President since 1 Jun 2005. Lily Lai joined the executive team most recently as the Director And President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Countrywide Alternative Investments Inc. Parent company 1 Jun 2005 75% - 100% 20-3076618
Ranjit Mangha Kripalani Ceo 1 Jun 2005 Other 1474932
Nancy Marie Deliban President 1 Jun 2005 Other 2030821
Countrwide Capital Markets Parent company 1 Jun 2005 Other 95-4454284
Peter Madsen Portfolio manager 1 Jan 2006 Other 5469648
Peter Bo Madsen Portfolio manager 1 Jan 2006 Other 5469648
Jimmy Lee Bennett Chief operating officer 1 Jan 2007 Other 5277692
Jeffrey Scott Staab Portfolio manager 1 Nov 2007 Other 2872621
Rory Michael Damore Chief compliance officer 1 Dec 2007 Other 2854468
William Joseph Santangelo Director and ceo 1 Jul 2008 Other 1612820
Peter Bo Madsen Director, president & portfolio manager 1 Jul 2008 Other 5469648
Lily Lai Director and president 1 Oct 2008 Other 4822096
Stephen Paul Ewald Director and chief executive officer 1 Oct 2008 Other 5339707
Brian James Foley Portfolio manager 1 Oct 2008 Other 2500214

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Countrywide Capital Markets Holding company 1 Jun 2005 75% - 100% 95-4454284
Countrywide Financial Corporation Parent 1 Jun 2005 75% - 100% 13-2641992
Inc. Countrywide Capital Markets Shareholder 1 Jun 2005 75% - 100% 95-4454284
Countrywide Financial Corporation Shareholder 1 Jul 2008 75% - 100% 26-2209742
Bank Of America Corporation Shareholder 1 Jul 2008 75% - 100% 56-0906609

Based in Calabasas

The principal office where Countrywide Alternative Asset Management Inc. performs its advisory services is located at 4500 Park Granada, Calabasas, CA 91302, 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 818-225-4546 or by fax 818-225-4021. The normal business hours are 7am - 4pm on Monday - Friday. You can find more information about the New York firm at ccmqa.countrywide.com/cai/.


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