LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC

https://WWW.LACAPM.COM LOS ANGELES, CA Investment Advisor How do I update this listing?

LOS Angeles Capital Management & Equity Research is based out of Los Angeles. LOS Angeles Capital Management & Equity Research is a large advisory firm with 37 clients and discretionary assets under management (AUM) of $25,957,766,475 (Form ADV from 2018-08-01). Their last reported 13F filing for Q3 2019 included $18,456,304,000 in managed 13F securities and a top 10 holdings concentration of 23.36%. LOS Angeles Capital Management & Equity Research's largest holding is Microsoft Corp. with shares held of 6,476,572. Whalewisdom has at least 72 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $18.456 Billion
  • Prior Market Value $18.647 Billion
  • New Purchases115 stocks
  • Additional Purchases516 stocks
  • Sold out of187 stocks
  • Reduced holdings in506 stocks
  • Top 10 Holdings % 23.36 %
  • Turnover % [1]:23.99%
  • Turnover Alt % [2]: 17.03 %
  • Time Held Top20:6.90 quarters
  • Time Held Top10:9.30 quarters
  • Time Held All:13.71 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 5.07%
Performance Last 4 Quarters: 15.89%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR/A (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR/A (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC.
Classified as Hedge Fund
11150 SANTA MONICA BOULEVARD
LOS ANGELES CA    90025
Country: United States

Business Phone: 310-479-9998
Fax: 310-479-9930
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: CA
Number of employees: 82
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 4,130,760,000
Total Number of Clients: 37
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
STEVENS, THOMAS, DELLWYN CHAIRMAN / CEO (CLASS A SHAREHOLDER) 01/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHAIRMAN / CEO (CLASS A SHAREHOLDER) direct 2002-01-01
WILSHIRE ASSOCIATES INCORPORATED DIRECTOR direct 1990-01-01 2001-03-01
WILSHIRE ASSOCIATES INCORPORATED SHAREHOLDER direct 1990-01-01 2001-12-17
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR/CEO/CHAIRMAN direct 2002-01-01 2003-03-10
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR/CEO/CHAIRMAN/COMPLIANCE OFFICER direct 2002-01-01 2005-02-03
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER direct 2002-01-01 2007-03-30
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHAIRMAN/PRESIDENT/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2016-11-23
REYNOLDS, HAL, WILLIAM CHIEF INVESTMENT OFFICER / BOARD MEMBER (CLASS A SHAREHOLDER) 01/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF INVESTMENT OFFICER / BOARD MEMBER (CLASS A SHAREHOLDER) direct 2002-01-01
SR INVESTMENT MANAGEMENT INCORPORATED DIRECTOR/TREASURER direct 2002-01-01 2007-03-30
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF INVESTMENT OFFICER/TREASURER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2013-05-08
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF INVESTMENT OFFICER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2015-03-27
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF INVESTMENT OFFICER/BOARD MEMBER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2016-11-23
MATSUDA, STUART, KEI CHIEF TRADING OFFICER / BOARD MEMBER (CLASS A SHAREHOLDER) 02/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF TRADING OFFICER / BOARD MEMBER (CLASS A SHAREHOLDER) direct 2017-02-01
SR INVESTMENT MANAGEMENT INCORPORATED DIRECTOR/SECRETARY direct 2002-01-01 2007-03-30
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF TRADING/SECRETARY/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2013-05-08
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF TRADING/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2015-03-27
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF TRADING/BOARD MEMBER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2016-11-23
REYNOLDS, JENNIFER, ELIZABETH CHIEF COMPLIANCE OFFICER / CFO (CLASS A SHAREHOLDER) 11/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. SENIOR ANALYST direct 2005-07-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. ASSOCIATE direct 2005-07-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF COMPLIANCE OFFICER/CFO/PRINCIPAL (CLASS A SHAREHOLDER) direct 2007-11-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF COMPLIANCE OFFICER/CONTROLLER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2007-11-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF COMPLIANCE OFFICER / CFO (CLASS A SHAREHOLDER) direct 2007-11-01
ALLEN, DANIEL, EARLE PRESIDENT / BOARD MEMBER (CLASS A SHAREHOLDER) 01/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WILSHIRE ASSOCIATES INCORPORATED DIRECTOR direct 2007-03-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF GLOBAL EQUITIES/BOARD MEMBER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2010-09-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF GLOBAL EQUITIES/PRINCIPAL (CLASS A SHAREHOLDER) direct 2010-09-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. PRESIDENT / BOARD MEMBER (CLASS A SHAREHOLDER) direct 2017-01-01
Barker, Linda, Daves CHIEF LEGAL OFFICER / GENERAL COUNSEL / CORPORATE SECRETARY (CLASS B SHAREHOLDER) 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF LEGAL OFFICER / GENERAL COUNSEL / CORPORATE SECRETARY (CLASS B SHAREHOLDER) direct 2017-02-01
MADDEN, CARIN, LYNN CHIEF PORTFOLIO OPERATIONS OFFICER (CLASS A SHAREHOLDER) 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. ASSOCIATE direct 2005-07-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF OPERATIONS/PRINCIPAL (CLASS A SHAREHOLDER) direct 2005-07-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF OPERATIONS direct 2005-07-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF PORTFOLIO OPERATIONS OFFICER (CLASS A SHAREHOLDER) direct 2017-02-01
OETOMO, STEVE CHIEF TECHNOLOGY OFFICER (CLASS A SHAREHOLDER) 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF IT/PRINCIPAL (CLASS A SHAREHOLDER) direct 2011-01-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF TECHNOLOGY OFFICER (CLASS A SHAREHOLDER) direct 2016-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
LACM LARGE CAP ALPHA FUND L.P. United States 805-8840678786 Hedge Fund 333,479,423 5,000,000
LACM EMERGING MARKETS FUND, L.P. United States 805-7124293344 Hedge Fund 2,607,490,252 5,000,000
LACM GLOBAL EQUITY FUND L.P. United States 805-7454082290 Hedge Fund 313,295,206 10,000,000
LACM EMII, L.P. United States 805-6893919022 Other Private Fund PUBLICLY TRADED EQUITY 502,650,676 5,000,000
LACM SMALL CAP GROWTH FUND LP United States 805-2333797960 Hedge Fund 76,415,378 10,000,000
LACM WORLD SMALL CAP EQUITY FUND, L.P. United States 805-4863454451 Hedge Fund 0 10,000,000

LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC.

ownership team - last updated 2017-11-29
Name Title Start Date Direct/Indirect % Ownership
STEVENS, THOMAS, DELLWYN CHAIRMAN / CEO (CLASS A SHAREHOLDER) 01/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHAIRMAN / CEO (CLASS A SHAREHOLDER) direct 2002-01-01
WILSHIRE ASSOCIATES INCORPORATED DIRECTOR direct 1990-01-01 2001-03-01
WILSHIRE ASSOCIATES INCORPORATED SHAREHOLDER direct 1990-01-01 2001-12-17
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR/CEO/CHAIRMAN direct 2002-01-01 2003-03-10
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR/CEO/CHAIRMAN/COMPLIANCE OFFICER direct 2002-01-01 2005-02-03
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER direct 2002-01-01 2007-03-30
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHAIRMAN/PRESIDENT/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2016-11-23
REYNOLDS, HAL, WILLIAM CHIEF INVESTMENT OFFICER / BOARD MEMBER (CLASS A SHAREHOLDER) 01/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF INVESTMENT OFFICER / BOARD MEMBER (CLASS A SHAREHOLDER) direct 2002-01-01
SR INVESTMENT MANAGEMENT INCORPORATED DIRECTOR/TREASURER direct 2002-01-01 2007-03-30
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF INVESTMENT OFFICER/TREASURER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2013-05-08
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF INVESTMENT OFFICER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2015-03-27
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF INVESTMENT OFFICER/BOARD MEMBER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2016-11-23
MATSUDA, STUART, KEI CHIEF TRADING OFFICER / BOARD MEMBER (CLASS A SHAREHOLDER) 02/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF TRADING OFFICER / BOARD MEMBER (CLASS A SHAREHOLDER) direct 2017-02-01
SR INVESTMENT MANAGEMENT INCORPORATED DIRECTOR/SECRETARY direct 2002-01-01 2007-03-30
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF TRADING/SECRETARY/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2013-05-08
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF TRADING/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2015-03-27
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF TRADING/BOARD MEMBER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2002-01-01 2016-11-23
REYNOLDS, JENNIFER, ELIZABETH CHIEF COMPLIANCE OFFICER / CFO (CLASS A SHAREHOLDER) 11/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. SENIOR ANALYST direct 2005-07-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. ASSOCIATE direct 2005-07-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF COMPLIANCE OFFICER/CFO/PRINCIPAL (CLASS A SHAREHOLDER) direct 2007-11-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF COMPLIANCE OFFICER/CONTROLLER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2007-11-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF COMPLIANCE OFFICER / CFO (CLASS A SHAREHOLDER) direct 2007-11-01
ALLEN, DANIEL, EARLE PRESIDENT / BOARD MEMBER (CLASS A SHAREHOLDER) 01/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WILSHIRE ASSOCIATES INCORPORATED DIRECTOR direct 2007-03-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF GLOBAL EQUITIES/BOARD MEMBER/PRINCIPAL (CLASS A SHAREHOLDER) direct 2010-09-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF GLOBAL EQUITIES/PRINCIPAL (CLASS A SHAREHOLDER) direct 2010-09-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. PRESIDENT / BOARD MEMBER (CLASS A SHAREHOLDER) direct 2017-01-01
Barker, Linda, Daves CHIEF LEGAL OFFICER / GENERAL COUNSEL / CORPORATE SECRETARY (CLASS B SHAREHOLDER) 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF LEGAL OFFICER / GENERAL COUNSEL / CORPORATE SECRETARY (CLASS B SHAREHOLDER) direct 2017-02-01
MADDEN, CARIN, LYNN CHIEF PORTFOLIO OPERATIONS OFFICER (CLASS A SHAREHOLDER) 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. ASSOCIATE direct 2005-07-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF OPERATIONS/PRINCIPAL (CLASS A SHAREHOLDER) direct 2005-07-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF OPERATIONS direct 2005-07-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF PORTFOLIO OPERATIONS OFFICER (CLASS A SHAREHOLDER) direct 2017-02-01
OETOMO, STEVE CHIEF TECHNOLOGY OFFICER (CLASS A SHAREHOLDER) 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. DIRECTOR OF IT/PRINCIPAL (CLASS A SHAREHOLDER) direct 2011-01-01
LOS ANGELES CAPITAL MANAGEMENT AND EQUITY RESEARCH, INC. CHIEF TECHNOLOGY OFFICER (CLASS A SHAREHOLDER) direct 2016-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
LACM LARGE CAP ALPHA FUND L.P. United States 805-8840678786 Hedge Fund 343,270,321 5,000,000
LACM EMERGING MARKETS FUND, L.P. United States 805-7124293344 Hedge Fund 1,756,682,234 5,000,000
LACM GLOBAL EQUITY FUND L.P. United States 805-7454082290 Hedge Fund 408,230,455 10,000,000
LACM EMII, L.P. United States 805-6893919022 Other Private Fund PUBLICLY TRADED EQUITY 429,543,928 5,000,000
LACM SMALL CAP GROWTH FUND LP United States 805-2333797960 Hedge Fund 82,878,878 10,000,000

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