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ANALYTIC INVESTMENT MANAGEMENT LLC

Advisory

CA

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in CA
#4,777
of 5,480 advisers by AUM
Average account
$748K
across 10 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
6
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

DOUGLAS BRIAN NEYLAND
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SOUNDBRIDGE CAPITAL MANAGEMENT,LLC
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$7M
-70.0% 1Y
ORION CAPITAL
$8M
ALFRED CAPITAL MANAGEMENT, LLC
SAN DIEGO, CA
$8M
+27.1% 1Y
DRS FINANCIAL PARTNERS LLC
$7M
LIBERTY SOLUTIONS DVBE INC.
SAN DIEGO, CA
$8M

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