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Sara Bosek

Advisor at TCW Investment Management Company LLC

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TCW Investment Management Company LLC logo

Firm

TCW Investment Management Company LLC

Location

Los Angeles, CA 90071

Credentials

Series 66

Industry experience

12 years

About

Sara Bosek is a financial advisor at TCW Investment Management Company LLC with 12 years of industry experience. She previously worked at BlackRock Investments, LLC and UBS Financial Services Inc. Outside of her advisory role, she serves as a Co-Head of the New York Chapter of Women in ETFs and is a member of the Leadership Council for Americares. TCW Investment Management Company LLC advises institutional and individual clients, including pension plans and high net worth individuals, across U.S. equities, fixed income, international, and alternative strategies. The firm employs a value-oriented, bottom-up investment process supported by quantitative tools and proprietary analytics, managing a diverse range of investment vehicles globally.

Client services

Based on TCW Investment Management Company LLC

Portfolio management
Portfolio management for wrap fee programs

Expertise

Based on TCW Investment Management Company LLC

Active portfolio management ESG / Sustainable investing Private / alternative investments Concentrated stock management

Occupation focus

Based on TCW Investment Management Company LLC

Founder/Business Owner Executive

Fee options

Percentage

$0 - $100 million: 0.40% to 0.80% (for TCW UCITS Core Plus Bond Fund) $0 - $25 million: 0.70% (Relative Value Large Cap Separate Account - Institutional) $25 million - $100 million: 0.50% (Relative Value Large Cap Separate Account - Institutional) $100 million+: 0.40% (Relative Value Large Cap Separate Account - Institutional) $0 - $25 million: 0.80% (Relative Value Mid Cap Separate Account - Institutional) $25 million - $50 million: 0.65% (Relative Value Mid Cap Separate Account - Institutional) $50 million+: 0.60% (Relative Value Mid Cap Separate Account - Institutional) $0 - $100 million: 0.50% (Bank Loans Separate Account) $100 million+: 0.25% (Bank Loans Separate Account) $0 - $100 million: 0.50% (Conservative Unconstrained Separate Account) $100 million+: 0.40% (Conservative Unconstrained Separate Account) $0 - $100 million: 0.275% (Core Fixed Income Separate Account) $100 million+: 0.20% (Core Fixed Income Separate Account) $0 - $100 million: 0.275% (Core Plus Fixed Income Separate Account) $100 million+: 0.20% (Core Plus Fixed Income Separate Account) $0 - $100 million: 0.275% (Corporate Bonds Separate Account) $100 million+: 0.20% (Corporate Bonds Separate Account) $0 - $100 million: 0.50% (Flexible Income Separate Account) $100 million+: 0.40% (Flexible Income Separate Account) $0 - $100 million: 0.30% (Global Fixed Income Separate Account) $100 million - $500 million: 0.24% (Global Fixed Income Separate Account) $500 million+: 0.19% (Global Fixed Income Separate Account) $0 - $100 million: 0.375% (Global Mortgage-Backed Securities Plus Separate Account) $100 million+: 0.25% (Global Mortgage-Backed Securities Plus Separate Account) $0 - $100 million: 0.50% (Global Securitized Separate Account) $100 million+: 0.40% (Global Securitized Separate Account) $0 - $100 million: 0.40% (High Yield Fixed Income Separate Account) $100 million+: 0.25% (High Yield Fixed Income Separate Account) $0 - $100 million: 0.50% (Securitized Opportunities Separate Account) $100 million - $1 billion: 0.32% (Securitized Opportunities Separate Account) $1 billion - $1.5 billion: 0.15% (Securitized Opportunities Separate Account) $1.5 billion+: 0.10% (Securitized Opportunities Separate Account) $0 - $100 million: 0.50% (Strategic Income Separate Account) $100 million+: 0.40% (Strategic Income Separate Account) $0 - $100 million: 0.275% (Sustainable Securitized Separate Account) $100 million+: 0.20% (Sustainable Securitized Separate Account) $0 - $100 million: 0.20% (TIPS Portfolios Separate Account) $100 million+: 0.15% (TIPS Portfolios Separate Account) $0 - $100 million: 0.275% (Total Return Mortgage-Backed Securities Separate Account) $100 million+: 0.20% (Total Return Mortgage-Backed Securities Separate Account) $0 - $100 million: 0.20% (Ultra Short Fixed Income Separate Account) $100 million+: 0.15% (Ultra Short Fixed Income Separate Account) $0 - $100 million: 0.50% (Unconstrained Separate Account) $100 million+: 0.40% (Unconstrained Separate Account) $0 - $50 million: 0.50% (Core Balanced Separate Account) $50 million - $100 million: 0.40% (Core Balanced Separate Account) $100 million+: 0.30% (Core Balanced Separate Account)

Performance-based

Performance fees based on exceeding benchmarks or net gain thresholds, authorized and disclosed in client or fund documents.

Other

Account minimum: $25 million

Location

515 South Flower Street

Los Angeles, CA 90071

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Work history

Tcw Llc

2024 - Present (2 years)

TCW Funds Distributors

2024 - Present (2 years)

BlackRock Investments, LLC

2017 - 2024 (7 years)

BlackRock

2017 - 2024 (7 years)

UBS Financial services Inc

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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