Paypal Asset Management, Inc. (San Jose)

Paypal Asset Management, Inc. is a large advisory firm based in San Jose. It manages $485.93 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.

Paypal Asset Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Paypal Asset Management: assets under management

The assets under management (AUM) of Paypal Asset Management, Inc. is $485.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 490% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $485.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $485.93 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Paypal Asset Management, Inc. for their services and products based on a percentage of assets under management. 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 Paypal Asset Management, Inc.

Ralph Ho has been acting as President since 1 Jan 2002. Edmond Eger joined the executive team most recently as the Business Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Paypal	Parent	1 Aug 1999	75% - 100%	77-0510487
John D. Muller	Chairman, secretary	1 Jan 2002	Other	4520706
Ralph Ho	President	1 Jan 2002	Other	4520708
John Shaull	Treasurer	1 Jan 2002	Other	4520709
Edward Hall Fong	President	1 Jan 2003	Other	4629500
Edward H. Fong	President	1 Jan 2003	Other	4629500
Christopher Izzard Chen	Compliance officer	1 May 2003	Other	2050922
Paul Allen Lang	Treasurer	1 Jun 2003	Other	4684032
Mary Moll Hentges	Director	1 Mar 2004	Other	4784426
Edward H. Fong	Treasurer & director	1 Mar 2004	Other	4629500
Lisa Ann Wagner	Treasurer	1 Apr 2004	Other	4828907
Brandon (Brandy) Wegner Green	Controller	1 Aug 2004	Other	4940042
Edward P Banas	President & director	1 Jul 2006	Other	1724409
Wingyee Choi	Secretary	1 Oct 2006	Other	5107105
Robert Park	Director	1 Oct 2006	Other	5316784
Joseph B Bounds	Treasurer	1 Oct 2006	Other	5316785
Douglas Park	Senior technology officer	1 Oct 2006	Other	5317032
Jeff Mannie	Controller	1 Oct 2006	Other	5317035
Omar J Paz	Treasurer	1 Feb 2008	Other	4625277
Robert J. Mansell	Chief technology officer	1 Feb 2008	Other	5513589
Omar J Paz	President & director	1 Nov 2008	Other	4625277
Robert J. Mansell	Senior technology officer	1 Nov 2008	Other	5513589
Joseph B Bounds	Treasurer	1 Nov 2008	Other	5316785
Prashant Fukar Aggarwal	Chief financial officer & director	1 Nov 2008	Other	1883836
Edmond Eger	Business officer	1 Mar 2010	Other	5775277
Steven Burleson	Treasurer	1 Mar 2010	Other	5775441

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ebay Inc	Parent	1 Oct 2002	75% - 100%	77-0430924

Based in San Jose

The principal office where Paypal Asset Management, Inc. performs its advisory services is located at 2211 N. First Street, San Jose, CA 95131, 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 408-967-7500 or by fax 408-967-9911. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.