Research Affiliates Overview

  • Founded
  • 2002

  • Status
  • Private

  • Employees
  • 115

  • Latest Deal Type
  • 2ndary - Private

  • Financing Rounds
  • 2

Research Affiliates General Information


Operator of an investment management firm. The company's specialization lies in offering the advisory service for the portfolio tax planning and portfolio structuring, and making smart beta and asset allocation, enabling the users to deal with challenges of limited return opportunities.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Primary Office
  • 620 Newport Center Drive
  • Suite 900
  • Newport Beach, CA 92660
  • United States
+1 (949) 000-0000

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Research Affiliates Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Research Affiliates Patents

Research Affiliates Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
AU-2017221899-A1 Using accounting data based indexing to create a portfolio of financial objects Abandoned 23-Aug-2011 000000000
AU-2012101980-A4 Using accounting data based indexing to create a portfolio of financial objects Expired 23-Aug-2011 000000000
AU-2012298732-A1 Using accounting data based indexing to create a portfolio of financial objects Pending 23-Aug-2011 000000000
US-20120246094-A1 System, method & computer program product for constructing an optimized factor portfolio Abandoned 24-Feb-2011 000000000 00
US-20090119228-A1 System and method for dynamic value added attribution Granted 23-Oct-2007 G06Q40/04
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Research Affiliates Executive Team (10)

Name Title Board Seat Contact Info
Katrina Sherrerd Ph.D Chief Executive Officer & Partner
Joseph Hattesohl Chief Financial Officer & Partner
Chris Brightman Chief Investment Officer & Partner
John West Partner & Head, of Client Strategies
Daniel Harkins JD Chief Legal Officer & Chief Compliance Officer
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Research Affiliates Board Members (2)

Name Representing Role Since
00000 000 00.0 Research Affiliates Co-Founder, Vice Chairman & Senior Advisor 000 0000
000000 000000 Self Partner & Chairman of the Board 000 0000
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Research Affiliates Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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