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SSI INVESTMENT MANAGEMENT LLC
CRD 104889 · SEC 801-10544
2121 AVENUE OF THE STARS, SUITE 2050, LOS ANGELES, CA, 90067, United States
Phone
310-595-2000
Fax
310-595-2089
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.55B
Discretionary AUM
$2.55B
Team
25 total employees; 11 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $481.0M |
| High net worth individuals | 5 | $35.2M |
| Investment companies | 4 | $778.2M |
| Pension/profit sharing plans | 24 | $340.7M |
| Charitable organizations | 7 | $76.1M |
| State/municipal entities | 11 | $565.5M |
| Insurance companies | 3 | $278.3M |
| Corporations/business entities | 1 | $56K |
States served
CA, DE, HI, FL
All web addresses on file
Official SEC filing: View on IAPD