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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

AMERICAN ASSETS CAPITAL ADVISERS, LLC

CRD 168805

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8f0f9a57-fb9b-5102-57f4-d8bd8e453b59

Data as of Mar 27, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 8
On other graphs: 0
Observed: Jul 14, 2014 to Mar 27, 2025
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $327MItem 5.F on the latest filing (2025-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $327M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 5
Individual clients: 0
High net worth clients: 5
SEC number: 801-80101
CIK: 1626691
CRD: 168805
Filings on the tape: 18
First filed: Jul 14, 2014
Latest filed: Mar 27, 2025
Organised: Limited Liability Company, DE
Website: aacadvisers.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	Member	C	yes	07/2014	Jul 14, 2014	Mar 25, 2024
EAST, BURLAND, BLAND	SOLE SHAREHOLDER	E	yes	01/2009	Jul 14, 2014	Mar 25, 2024
EAST, BURLAND, BLAND	CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	Na	yes	07/2014	Jul 14, 2014	Mar 25, 2024
RADY, ERNEST, SYLVAN	EXECUTIVE CHAIRMAN	Na	yes	07/2014	Jul 14, 2014	Mar 25, 2024
RADY, ERNEST, SYLVAN	TRUSTEE OF ERNEST RADY TRUST (SOLE MEMBER OF AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC)	E	yes	03/1983	Jul 14, 2014	Mar 25, 2024
SOLEDAD REALTY CAPITAL, INC.	Member	C	yes	07/2014	Jul 14, 2014	Mar 25, 2024
MURPHY, CREEDE, EVERETT	CHIEF OPERATING OFFICER, PORTFOLIO MANAGER	A	no	01/2021	Mar 18, 2020	Mar 25, 2024
SCHWARTZ, JULIE, LYNN	SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER	Na	no	12/2012	Mar 30, 2015	Mar 25, 2024
Zheng, Min	VICE PRESIDENT, CHIEF FINANCIAL OFFICER	Na	no	12/2021	Mar 28, 2016	Mar 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	n/a	Institutional manager	$5.9B	Y	yes	n/a
EXPLORER INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
ICW CASUALTY INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
ICW NATIONAL INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
ICW PREMIER INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
ICW, LTD	n/a	n/a	n/a	N	yes	n/a
INSURANCE COMPANY OF THE WEST	n/a	n/a	n/a	N	yes	n/a
VERTERRA INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
LA JOLLA	CA	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 27, 2025	$327M	$327M	6	3	1	n/a	n/a
2023	Mar 25, 2024	$396M	$396M	6	3	1	n/a	n/a
2022	Mar 9, 2023	$472M	$472M	7	4	1	n/a	n/a
2021	Mar 30, 2022	$1.1B	$1.1B	7	4	1	n/a	n/a
2020	Mar 15, 2021	$737M	$737M	7	4	1	n/a	n/a
2019	Mar 18, 2020	$420M	$420M	6	2	1	n/a	n/a
2018	Mar 12, 2019	$455M	$455M	6	2	1	n/a	n/a
2017	Mar 21, 2018	$411M	$411M	5	2	1	n/a	n/a
2016	Mar 30, 2017	$160M	$160M	6	2	n/a	n/a	n/a
2015	Mar 28, 2016	$154M	$154M	5	2	n/a	n/a	n/a
2014	Mar 30, 2015	$91.8M	$91.8M	5	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$327M	$396M	-17.4%	$1.1B	-32.7%	6	6	1	1

Relationships

Affiliated with (2)

← AMERICAN ASSETS INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, control
factForm ADV
→ AMERICAN ASSETS INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV

Registered with (2)

← CREEDE EVERETT MURPHYAdvisorregistration: previous registration
Sep 17, 2014 to Sep 11, 2025factForm ADV
← Evan EligAdvisorregistration: previous registration
Mar 17, 2021 to Mar 1, 2024factForm ADV

Controls (4)

← AMERICAN ASSETS INVESTMENT MANAGEMENT, LLCOwnerMEMBER, ownership code C, domestic entity
Jul 14, 2014 to Mar 25, 2024factForm ADV
← EAST, BURLAND, BLANDOwnerSOLE SHAREHOLDER, ownership code E, individual
Jul 14, 2014 to Mar 25, 2024factForm ADV
← RADY, ERNEST, SYLVANOwnerTRUSTEE OF ERNEST RADY TRUST (SOLE MEMBER OF AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC), ownership code E, individual
Jul 14, 2014 to Mar 25, 2024factForm ADV
← SOLEDAD REALTY CAPITAL, INC.OwnerMEMBER, ownership code C, domestic entity
Jul 14, 2014 to Mar 25, 2024factForm ADV

Owns (3)

← MURPHY, CREEDE, EVERETTOwnerCHIEF OPERATING OFFICER, PORTFOLIO MANAGER, ownership code A, individual
Mar 18, 2020 to Mar 25, 2024factForm ADV
← SCHWARTZ, JULIE, LYNNOwnerSENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2015 to Mar 25, 2024factForm ADV
← Zheng, MinOwnerVICE PRESIDENT, CHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 28, 2016 to Mar 25, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 11, 2025
Advisor changed firm
Creede Everett Murphy left American Assets Capital Advisers, Llc for Mission Wealth Management, Lp (registered 2025-09-10)
Form ADVobserved 5 days ago
Occurred
Mar 1, 2024
Advisor changed firm
Evan Elig left American Assets Capital Advisers, Llc for Mission Wealth Management, Lp (registered 2024-04-08)
Form ADVobserved 5 days ago
Occurred
Mar 9, 2023
Regulatory AUM changed
American Assets Capital Advisers, Llc reported RAUM $472.1M, down 56% from $1.1B (2022-03-30 to 2023-03-09)
Form ADVobserved 5 days ago
$-603M
Occurred
Mar 30, 2022
Regulatory AUM changed
American Assets Capital Advisers, Llc reported RAUM $1.1B, up 46% from $737.0M (2021-03-15 to 2022-03-30)
Form ADVobserved 5 days ago
$338M
Occurred
Mar 15, 2021
Regulatory AUM changed
American Assets Capital Advisers, Llc reported RAUM $737.0M, up 75% from $420.3M (2020-06-30 to 2021-03-15)
Form ADVobserved 5 days ago
$317M
Occurred
Mar 21, 2018
Regulatory AUM changed
American Assets Capital Advisers, Llc reported RAUM $411.2M, up 157% from $159.9M (2017-05-19 to 2018-03-21)
Form ADVobserved 5 days ago
$251M
Occurred
Jul 14, 2014
First Form ADV filing
American Assets Capital Advisers, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
American Assets Capital Advisers, Llc no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $327.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f0f9a57-fb9b-5102-57f4-d8bd8e453b59
First observed: Jul 14, 2014
Last observed: Mar 27, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMERICAN ASSETS CAPITAL ADVISERS, LLC

CRD 168805

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8f0f9a57-fb9b-5102-57f4-d8bd8e453b59

Data as of Mar 27, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC

Member

yes

07/2014

Jul 14, 2014

Mar 25, 2024

EAST, BURLAND, BLAND

SOLE SHAREHOLDER

yes

01/2009

Jul 14, 2014

Mar 25, 2024

EAST, BURLAND, BLAND

CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER

yes

07/2014

Jul 14, 2014

Mar 25, 2024

RADY, ERNEST, SYLVAN

EXECUTIVE CHAIRMAN

yes

07/2014

Jul 14, 2014

Mar 25, 2024

RADY, ERNEST, SYLVAN

TRUSTEE OF ERNEST RADY TRUST (SOLE MEMBER OF AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC)

yes

03/1983

Jul 14, 2014

Mar 25, 2024

SOLEDAD REALTY CAPITAL, INC.

Member

yes

07/2014

Jul 14, 2014

Mar 25, 2024

MURPHY, CREEDE, EVERETT

CHIEF OPERATING OFFICER, PORTFOLIO MANAGER

01/2021

Mar 18, 2020

Mar 25, 2024

SCHWARTZ, JULIE, LYNN

SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER

12/2012

Mar 30, 2015

Mar 25, 2024

Zheng, Min

VICE PRESIDENT, CHIEF FINANCIAL OFFICER

12/2021

Mar 28, 2016

Mar 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC

n/a

Institutional manager

$5.9B

yes

n/a

EXPLORER INSURANCE COMPANY

n/a

yes

n/a

ICW CASUALTY INSURANCE COMPANY

n/a

yes

n/a

ICW NATIONAL INSURANCE COMPANY

n/a

yes

n/a

ICW PREMIER INSURANCE COMPANY

n/a

yes

n/a

ICW, LTD

n/a

yes

n/a

INSURANCE COMPANY OF THE WEST

n/a

yes

n/a

VERTERRA INSURANCE COMPANY

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

LA JOLLA

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 27, 2025

$327M

n/a

2023

Mar 25, 2024

$396M

n/a

2022

Mar 9, 2023

$472M

n/a

2021

Mar 30, 2022

$1.1B

n/a

2020

Mar 15, 2021

$737M

n/a

2019

Mar 18, 2020

$420M

n/a

2018

Mar 12, 2019

$455M

n/a

2017

Mar 21, 2018

$411M

n/a

2016

Mar 30, 2017

$160M

n/a

2015

Mar 28, 2016

$154M

n/a

2014

Mar 30, 2015

$91.8M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$327M

$396M

-17.4%

$1.1B

-32.7%