RIA Intel›Advisers›California›AMERICAN ASSETS CAPITAL ADVISERS, LLC

AMERICAN ASSETS CAPITAL ADVISERS, LLC

Institutional

N·SAN DIEGO, CA

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$327M
1-Year AUM Growth
-17.4%
3-Year CAGR
-32.7%
Employees
3
Assets Under Management
Total AUM$327M
Discretionary AUM$327M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record18
First FilingJul 14, 2014
Latest FilingMar 31, 2025
🔒 Full AUM trend chart and 18 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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