Los Angeles Capital manages investments using a quantitative approach for institutional clients. The firm uses a proprietary investment model to forecast returns across a broad universe of publicly traded equity securities. Client accounts are tailored to meet specific objectives and investment guidelines. The firm can customize solutions to incorporate environmental, social, and corporate governance (ESG) information or emphasize certain factors/themes.
Assets Under Management$31B
Clients41
Advisors1
Avg. per Client$760M
Avg. per Advisor$31B
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.40% |
| $25.0M - $200.0M | 0.30% |
| $200M+ | 0.20% |
This is the standard fee schedule for U.S. Large Cap Strategies. Fees for other strategies vary. The standard fee arrangement can be negotiated with a particular client depending on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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