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Research Affiliates

Research Affiliates?uq=PEM9b6PF
2002 FOUNDED
PRIVATE STATUS
101-200 EMPLOYEES
Corporate LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Operator of an investment management firm. The company offers advice in portfolio tax planning and portfolio structuring, enabling users to deal with challenges of limited return opportunities.

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
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 Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Research Affiliates Executive Team (9)

Name Title Board
Seat
Contact
Info
Robert Arnott Co-Founder, Chief Executive Officer & Chairman
Katrina Sherrerd Ph.D Chief Operating Officer & President
Joseph Hattesohl Chief Financial Officer
John West Managing Director & Head of Distribution &Marketing
Jeffrey Smith JD Chief Compliance Officer & Assistant General Counsel
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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 & Advisor 000 0000
000000 000000 Research Affiliates Co-Founder, Chief Executive Officer & Chairman 000 0000