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Primecap Management Co.

225 South Lake Avenue
Pasadena, California 91101
United States
 
Contact :      Mr. Douglas McCrary
Phone :       (626) 304-9222
Fax :             (626) 577-1741
Email :         kchen@primecapmanagement.com
Web :           http://www.primecapmanagement.com

Primecap Management Co. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $69,268
Tax-Exempt Managed ($Mil) : $20,997
Taxable Assets Managed ($Mil) : $48,271
Year Founded : 1983
Wrap Programs Offered? : No
# of Accounts Managed : 26
In-House Research : 75 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Primecap Management Co. History

PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. To this end, the firm has limited the number of clients it serves, enabling the firm's principals to focus on portfolio management rather than marketing and administration. PRIMECAP's assets under management surpass $60 billion. PRIMECAP Management Company is a small organization by design. The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. We recognize that our competency is investment management, not administration. Moreover, we are stock pickers, not marketers. Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. The company’s five principal portfolio managers have over one hundred fifty years of successful investment management experience. This depth of experience adds a historical perspective to our investment ideas. Managing investment portfolios is PRIMECAP's only business. Ownership rests entirely with ten of the investment professionals. The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
10
$1276
ERISA :
12
$9331
Unions, Taft-Hartley :
Public :
Others :
4
$49546
Total # of Professional : 21 Analysts : 10
Portfolio Managers : 6 Traders : 2
Client Service : 2 Operation : 4

Primecap Management Co. Personnel

Ms.  Karen Chen

Data Preparer
Tel : (626) 304-9222
Email: kchen@primecapmanagement.com

Primecap Management Co. Product Name

Equity:Privately Managed Accounts
Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
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