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Relational Investors LLC (San Diego)


Relational Investors LLC is a large advisory firm based in San Diego. It manages $2.87 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Relational Investors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Relational Investors: assets under management

The assets under management (AUM) of Relational Investors LLC is $2.87 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 373% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.87 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $191.11 million each.
Relational Investors has custody of $1.93 billion in cash and securities for 11 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Relational Investors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 22 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ralph Victor Whitworth Managing member 1 Dec 2002 25% - 50% 2949548
Relational Holdings Llc (Series A) 100% owner 1 Dec 2002 75% - 100% 30-0131081
David Harry Batchelder Managing member 1 Dec 2002 Other 1977595
Joel Leston Reed Managing member 1 Dec 2002 Other 2741412
James Jeffery Zehentbauer Managing member 1 Dec 2002 Other 1977600
John A Sullivan Member 1 Dec 2002 Other 1967789
Relational Holdings Llc Sole member 1 Dec 2002 75% - 100% 30-0131081
Ralph Victor Whitworth Managing member 1 Nov 2005 25% - 50% 2949548
David Harry Batchelder Managing member 1 Nov 2005 25% - 50% 1977595
John A Sullivan Member 1 Nov 2005 Other 1967789
Henry (Jay) Ward Winship Member 1 Nov 2005 Other 2828208
Relational Investors Group Llc Sole member 1 Nov 2005 75% - 100% 20-3545656
David Earl Demarest Member 1 Jan 2006 Other 1507858
James Bowie Hearty Member 1 Jan 2006 Other 2257486
Kirt Paul Karros Member 1 Jan 2006 Other 5122709
Frank Page Hurst Member 1 Nov 2007 Other 3203693
Fir Maria Geenen Member 1 Nov 2007 Other 5323832
Glenn W Welling Member 1 Jul 2008 Other 4577951
Todd Lawrence Leigh Member 1 Jul 2008 Other 4451206
Relational Investors Group Llc Sole member 1 Jan 2014 75% - 100% 20-3545656
Glenn W Welling Member 1 Jul 2208 Other 4577951
Todd Lawrence Leigh Member 1 Jul 2208 Other 4451206

Based in San Diego

The principal office where Relational Investors LLC performs its advisory services is located at 12400 High Bluff Dr., San Diego, CA 92130, 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 858-704-3333 or by fax 858-704-3344. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at rillc.com.


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