Countrywide Alternative Asset Management Inc. (Calabasas)

Countrywide Alternative Asset Management provides publication of newsletters and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Countrywide Alternative Asset Management: assets under management

The assets under management (AUM) of Countrywide Alternative Asset Management Inc. is $700 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $700 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Countrywide Alternative Asset Management Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Countrywide Alternative Asset Management Inc.

Nancy Marie Deliban has been acting as President since 1 Jun 2005. Lily Lai joined the executive team most recently as the Director And President.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 5 indirect owners.

Based in Calabasas

The principal office where Countrywide Alternative Asset Management Inc. performs its advisory services is located at 4500 Park Granada, Calabasas, CA 91302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-225-4546 or by fax 818-225-4021. The normal business hours are 7am - 4pm on Monday - Friday. You can find more information about the New York firm at ccmqa.countrywide.com/cai/.

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