asset manager
Research Affiliates
NEWPORT BEACH, CA
CRD: 120440
In PWD coverage since August 19, 2026 · 3 stories
$32.2BRegulatory AUMSEC Form ADV · Sep 26
31EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Sep 26
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PWD coverage
Allocators
Arnott sold the index franchise and kept the mandates
The $490 million went to the index franchise, and the distribution question went with the seller into a tax-aware long-short business sold one taxable household at a time.