METZLER-PAYDEN, LLC

C30
CRD 108870·SEC 801-55721·LOS ANGELES, CA
AUM
$1.26B
$1B+
Est. Revenue
$12.6M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
METZLER-PAYDEN, LLC
CRD
108870
SEC file #
801-55721
EIN
DBA names

Economics

AUM
$1.26B
AUM band
$1B+
AUM trajectory
'20'26
$2.88B → $1.26B▼ -56%
Client mix

Operations

Employees (total)
187
Advisory staff (per ADV)
112
Advisory staff (5-yr trend)
'25'26
111 advisors → 112 advisors▲ +1%
Primary office
LOS ANGELES CA
Branches

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
Website

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MP&R VENTURES, INC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
MP&R VENTURES, INC
PAYDEN & RYGEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes