Asset ManagerRIA · CRD 331711SEC-RegisteredPrivate Fund Adviser

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Local Asset Management

LOCAL ASSET MANAGEMENT LLC is an SEC-registered investment adviser in LAS VEGAS, NV. The firm manages approximately $101 million in regulatory assets.

Local Asset Management

LOCAL ASSET MANAGEMENT LLC is an SEC-registered investment adviser in LAS VEGAS, NV. The firm manages approximately $101 million in regulatory assets. It has 4 employees and 1 investment adviser.

Website
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General information

Firm type

Asset Manager

Year founded

2011

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Las Vegas

Corporate office

New York, NY, United States

Principals

David Dart

Chief Executive Officer

David Sherman

President

Sector focus

Financial Services

Frequently asked questions

Who runs investment decisions at Local Asset Management?

David Dart and David Sherman share leadership. Dart serves as Chief Executive Officer and previously managed MetLife's $450 billion general account and structured finance portfolio. Sherman is President. Day-to-day investment decisions appear to rest with this small senior partnership, consistent with a specialist asset manager structure.

What does Local Asset Management actually invest in?

The firm focuses on legacy non-agency residential mortgage-backed securities — the subprime, Alt-A, and option ARM collateral originated before the 2008 financial crisis. It also manages reperforming and non-performing whole loans. The common thread is complexity and illiquidity in U.S. housing finance.

How does Local Asset Management source its deals?

Sourcing relies on the founders' industry relationships, particularly with MetLife, which seeded the firm with an initial portfolio. The legacy RMBS market is a shrinking universe of known securities; deal flow depends on identifying motivated sellers of seasoned, off-the-run positions that major dealers no longer prioritize.

Is Local Asset Management a hedge fund or a traditional asset manager?

It is structured as a traditional asset manager, not a hedge fund, managing separate institutional accounts. The partnership was originally seeded with a dedicated mandate from MetLife and has since sought to manage capital for other insurance companies and institutional investors.

What is the firm's edge versus larger fixed-income managers?

The edge is granular, loan-level analysis of seasoned mortgage collateral. Larger managers typically do not invest the time required to value small, complex RMBS tranches where detailed collateral modeling can uncover mispriced credit improvement. Local Asset Management competes by specializing in a market that is uneconomical for generalists.

What is the relationship between Local Asset Management and MetLife?

MetLife is the anchor client and was instrumental in the firm's 2011 launch. The firm was seeded with a portfolio of legacy RMBS from MetLife's general account. David Dart and David Sherman are both former MetLife senior executives, and the relationship remains central to the firm's identity.

Does the firm invest outside residential mortgage credit?

The primary focus is U.S. residential mortgage credit, specifically legacy non-agency RMBS and whole loans. The firm may evaluate adjacent structured-credit opportunities where an overlapping analytical skillset applies, but its public identity is tied almost entirely to the residential housing finance niche.

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