First Pacific Advisors, LP
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 141823
- Registered since
- September 29, 2006
- Website
- fpa.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, UBS FINANCIAL SERVICES INC., U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies82.48%
- Pooled Investment Vehicles14.85%
- Pension & Profit Sharing Plans1.57%
- Charitable Organizations1.1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
First Pacific Advisors, LP is organized as a limited partnership and operates as a hedge fund manager that provides portfolio management across individual, pooled and institutional mandates. The firm is registered with the SEC (initial registration year 2006) and lists CPO/CTA activities alongside its advisory work. Its client base combines high-net-worth individuals and families with institutional investors. Fee arrangements include a percentage-of-AUM component and performance-based fees. First Pacific does not position itself as an active ESG investor. The firm also serves as a sponsor and managing member for pooled investment vehicles, indicating direct involvement in launching and operating private funds in addition to managing separate accounts and institutional mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- US Government Bonds35%
- Other14%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$34.5M in ETFs
16%
$5.4M
17%
$29.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL) | Vanguard | $19.7M | 260,280 | 57.03% |
Location
El Segundo, CA
Los Angeles
Location
El Segundo, CA
Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 2101 E El Segundo Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Omnicap Group LLC
RIAEl Segundo, CA
Dalton Investments, Inc.
RIAEl Segundo, CA
Halseypoint Asset Management
RIAEl Segundo, CA
IM Global Partner Fund Management LLC
RIAEl Segundo, CA
Ducenta Squared Asset Management
RIAEl Segundo, CA
Nassau Coramerica LLC
RIAEl Segundo, CA