RESEARCH AFFILIATES

RESEARCH AFFILIATES, LLC

CRD 120440 · SEC 801-61153

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660 NEWPORT CENTER DRIVE, SUITE 300, NEWPORT BEACH, CA, 92660, United States

Phone

949 325 8700

Fax

949 718 0454

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$27.84B

Discretionary AUM

$26.25B

Team

66 total employees; 29 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)NON-DISCRETIONARY INVESTMENT ADVICE (MODEL PORTFOLIOS) TO FINANCIAL ADVISORS

Client types

Type	Clients	AUM
Investment companies	15	$19.63B
Pooled investment vehicles	11	$3.42B
Pension/profit sharing plans	2	$543.9M
State/municipal entities	4	$4.22B
Other investment advisers	1	$28.5M

States served

All web addresses on file

HTTPS://WWW.RESEARCHAFFILIATES.COM
https://www.youtube.com/user/ResearchAffiliates/videos
HTTPS://WWW.X.COM/RA_INSIGHTS
https://www.linkedin.com/company/research-affiliates

Official SEC filing: View on IAPD