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 a 2006-registered investment partnership that operates with a hedge-fund orientation while providing discretionary portfolio management across individual, pooled and institutional mandates. The firm serves both high-net-worth individuals and institutional clients, and it acts in sponsor and manager roles for pooled vehicles. Its stated business lines include commodity pool/CTA-type activity and management of investment companies and pooled vehicles. Fee arrangements include both percentage-of-assets and performance-based components. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1EDWIN SETZLER
Principal and Chief Financial OfficerCRD 4933010
Contacts
3 of 8BRIAN SELMO
PartnerCRD 4301907
ABHIJEET PATWARDHAN
Partner, Portfolio ManagerCRD 3073960
MARK LANDECKER
Partner, Portfolio ManagerCRD 6317193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$16.5M in ETFs
59%
$9.7M
0%
$6.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL) | Vanguard | $6.8M | 90,159 | 41.34% |
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
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