aa
American Assets Capital Advisers, LLC
SEC-regulated
Registered investment advisor
American Assets Capital Advisers, LLC is a San Diego-based investment management firm established in 2013. The firm specializes in discretionary investment advisory services for qualified investors through separately managed accounts and as a sub-advisor to mutual funds and private funds. AACA requires a minimum investment of $10 million for separately managed accounts, with the flexibility to adjust this requirement. The firm's investment strategy focuses on real estate securities to generate high risk-adjusted total returns while preserving capital. AACA's ownership structure includes American Assets Investment Management, Soledad Realty Capital, and individual employees. The firm charges management fees based on the value of client accounts and may waive fees under certain circumstances. AACA also offers advisory services and manages two mutual funds. The firm follows a Code of Ethics, exercises discretionary authority in trading, and votes proxies on behalf of clients. AACA complies with regulatory requirements and maintains client assets with independent qualified custodians. The firm does not have any disciplinary events or financial commitments that affect its ability to serve clients. For more detailed information, clients can request AACA's full Form ADV Part 2A document.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting