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Investment Management Acquisition Company, LLC (Los Angeles)


Investment Management Acquisition Company, LLC is a large advisory firm based in Los Angeles. It manages $6.9 billion of regulatory assets for 17,540 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Investment Management Acquisition Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

Investment Management Acquisition Company: assets under management

The assets under management (AUM) of Investment Management Acquisition Company, LLC is $6.9 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $6.9 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $393.63 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment Management Acquisition Company, 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 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
The St. Paul Companies Beneficial stockholder 1 Sep 1997 75% - 100% 41-0518860

Based in Los Angeles

The principal office where Investment Management Acquisition Company, LLC performs its advisory services is located at 2049 Century Park East, Los Angeles, CA 90067, which is also the mailing address of the firm. An additional office of the firm is in Greenwood Village, CO. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 310-712-4000 or by fax 310-712-4100. The normal business hours are 6:45 am to 4:15 pm on Monday - Friday. You can find more information about the New York firm at www.nwq.com.


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