Metzler Payden, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 9
- Employees
- 187
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | Fewer than 5 clients | $735M | 58.1% |
| Charitable organizations | Fewer than 5 clients | $116M | 9.21% |
| Insurance companies | Fewer than 5 clients | $413M | 32.7% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joan Ann Payden | Director, Co Chairman | Aug 1983 (43y) | ≈ 25% – 56.25% via Payden & Rygel | |
| Brian Webb Matthews | Director, Executive Vice President & Cfo | Chartered Investment Counselor | Jul 1998 (28y) | Less than 5% |
| Karathanasis, Joannis, Nmn | Director | May 2018 (8y) | Less than 5% | |
| Metzler, Franz Von, Nmn | Director | Nov 2020 (6y) | Less than 5% | |
| Pishva, Reza, Nmn | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Payden & Rygel | Member | Jul 1998 | A | 50% – 75% |
| Mp&R Ventures, Inc | Member | Jul 1998 | A | 50% – 75% |
| Metzler North America Corporation | Shareholder | Jul 1998 | B | ≈ 37.5% – 75% via Mp&R Ventures, Inc |
Estimated effective ownership (look-through of filed bands):
- Joan Ann Payden: 50% – 75% of Payden & Rygel × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Metzler North America Corporation: 75% – 100% of Mp&R Ventures, Inc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Landesbank Baden Württemberg $553M (19% of AUM) Apr 2019
- Dekabank Deutsche Girozentrale $354M (28% of AUM) Mar 2026
- State Street $345M (27% of AUM) Mar 2026
- Hsbc Trinkaus & Burkhardt, Ag $201M (16% of AUM) Mar 2026
- BNY Mellon $129M (11% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗