Liebau Asset Management Co., LLC (Pasadena)

Liebau Asset Management Co., LLC is a large advisory firm based in Pasadena. It manages $186.96 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Georgia, and Texas.

Liebau Asset Management Co. provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Liebau Asset Management Co.: assets under management

The assets under management (AUM) of Liebau Asset Management Co., LLC is $186.96 million. The firm's AUM has grown by 259% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $159.32 million in discretionary accounts and $27.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.75 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.63 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Liebau Asset Management Co., LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Liebau Asset Management Co., LLC

Frederic Jack Liebau has been acting as President since 1 Sep 2003. Alleghany Corporation joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alleghany Corporation	Member	1 Sep 2003	Other	51-0283071
Frederic Jack Liebau	President	1 Sep 2003	75% - 100%	4706407

Based in Pasadena

The principal office where Liebau Asset Management Co., LLC performs its advisory services is located at 301 E. Colorado Blvd,Suite 810, Pasadena, CA 91101 1901 The mailing address of the firm is P.O. Box 2200, Pasadena, CA 91102 2200. It doesn’t run an office outside of the United States.