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Research Affiliates

Research Affiliates
2002 FOUNDED
PRIVATE STATUS
101-200 EMPLOYEES
2ndary - Private LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

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.

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

Research Affiliates Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Research Affiliates Executive Team (11)

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
Robert Arnott Partner & Chairman of the Board

2 Former Executives

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Research Affiliates Board Members (2)

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