Civic Intelligence

Analytic Investors LLC

Plan context: Analytic U.S. Low Volatility Fund LP

EIN 95-2665790 • Los Angeles, CA • 23 filings • 6 plans

555 West Fifth Street, Floor 50Los Angeles, CA 90013
Current Snapshot

Latest Year

2017

2017 Participants

46

2017 Assets

$524,779,277

2017 Contributions

$625,811

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$532,565,208$266,282,604$0201220152017YearValue
$524,779,277Latest year 2017

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

46230201320142015YearValue
46Latest year 2015

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201740$524,779,277$0-
Analytic U.S. Low Volatility Fund LP--$230,723,700--
Analytic Global Long Short Fund Ltd--$184,046,798--
Analytic Global Low Volatility Fund LP--$109,179,343--
Analytic Core Equity Plus Fund LP--$829,436--
201650$532,565,208$625,811-
Analytic U.S. Low Volatility Fund LP--$221,273,969--
Analytic Global Long Short Fund Ltd--$121,991,346--
Analytic Global Low Volatility Fund LP--$96,008,200--
Analytic Core Equity Plus Fund LP--$93,291,693--
Analytic Investors LLC 401(K) Profit Sharing Plan-0$0$625,811-
2015546$514,628,203$563,685$12,254iApproximate average salary by contribution assumption: employee only about $306,351 at 4% or $204,234 at 6%; with 50% employer match about $204,234 at 4% or $136,156 at 6%; with 100% employer match about $153,175 at 4% or $102,117 at 6%.
Analytic U.S. Low Volatility Fund LP--$210,337,496--
Analytic Core Equity Plus Fund LP--$146,284,812--
Analytic Global Low Volatility Fund LP--$76,075,322--
Analytic Global Long Short Fund Ltd--$74,502,371--
Analytic Investors LLC 401(K) Profit Sharing Plan-46$7,428,202$563,685$12,254iApproximate average salary by contribution assumption: employee only about $306,351 at 4% or $204,234 at 6%; with 50% employer match about $204,234 at 4% or $136,156 at 6%; with 100% employer match about $153,175 at 4% or $102,117 at 6%.
2014444$429,453,333$505,664$11,492iApproximate average salary by contribution assumption: employee only about $287,309 at 4% or $191,539 at 6%; with 50% employer match about $191,539 at 4% or $127,693 at 6%; with 100% employer match about $143,655 at 4% or $95,770 at 6%.
Analytic Core Equity Plus Fund LP--$174,661,927--
Analytic U.S. Low Volatility Fund LP--$168,547,864--
Analytic Global Low Volatility Fund LP--$79,260,514--
Analytic Core Equity Plus Fund LP-44$6,983,028$505,664$11,492iApproximate average salary by contribution assumption: employee only about $287,309 at 4% or $191,539 at 6%; with 50% employer match about $191,539 at 4% or $127,693 at 6%; with 100% employer match about $143,655 at 4% or $95,770 at 6%.
2013446$315,397,521$552,564$12,012iApproximate average salary by contribution assumption: employee only about $300,307 at 4% or $200,204 at 6%; with 50% employer match about $200,204 at 4% or $133,470 at 6%; with 100% employer match about $150,153 at 4% or $100,102 at 6%.
Analytic Core Equity Plus Fund LP--$119,260,934--
Analytic U.S. Low Volatility Fund LP--$118,304,979--
Analytic Global Low Volatility Fund LP--$71,287,333--
Analytic Core Equity Plus Fund LP-46$6,544,275$552,564$12,012iApproximate average salary by contribution assumption: employee only about $300,307 at 4% or $200,204 at 6%; with 50% employer match about $200,204 at 4% or $133,470 at 6%; with 100% employer match about $150,153 at 4% or $100,102 at 6%.
201210$123,184,438$0-
Analytic Core Equity Plus Fund LP--$123,184,438--