Research Affiliates Overview

  • Founded
  • 2002
Founded
  • Status
  • Private
  • Employees
  • 115
Employees
  • Latest Deal Type
  • 2ndary - Private
  • Financing Rounds
  • 2

Research Affiliates General Information

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.

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/
EBITDA
Post-Val Status Debt

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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
Daniel Harkins JD Chief Legal Officer & Chief Compliance Officer
You’re viewing 5 of 11 executive team members. Get the full list »

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
To view Research Affiliates’s complete board members history, request access »

Research Affiliates Signals

Growth Rate

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

Size Multiple

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

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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