Pacific Investment Management Company LLC

RIASEC RegisteredEst. 1994
Total AUM
$3.7T
Discretionary
$3.7T
100% of AUM
Avg account
$1.3B
Accounts
2,835
Employees
1,968
Advisory reps
20

Firm details

Headquarters
Newport Beach, California
CRD number
104559
Registered since
November 14, 1994
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles38.74%
  • Investment Companies33.73%
  • Insurance Companies9.15%
  • Pension & Profit Sharing Plans5.27%
  • Sovereign Wealth Funds4.18%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pacific Investment Management Company LLC (PIMCO) operates as a multifaceted fund manager that spans hedge funds, private equity, securitized-asset strategies and broader pooled-investment vehicles. The firm serves both individual and family clients as well as institutional investors, and it charges a mix of asset-based fees and performance-linked fees. PIMCO performs portfolio management across individuals, pooled vehicles and institutional mandates, provides pension consulting and selects subadvisers; it also functions in roles tied to commodity pools or trading advisors (CPO/CTA). The firm identifies as an active ESG investor, indicating ESG considerations are integrated into at least some decision-making and product lines.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 27%, US Government Bonds 23%, Cash & Cash Equivalents 14%, Sovereign Bonds 12%, Other 10%, State & Local Bonds 5%, Public Funds/Mutual Funds 5%, Non-Investment Grade Corp Bonds 2%, Exchange Traded Equities 1%, Private Funds 1%27%
  • Investment Grade Corp Bonds27%
  • US Government Bonds23%
  • Cash & Cash Equivalents14%
  • Sovereign Bonds12%
  • Other10%

Owners & executives

3 of 9
  • Daniel Ivascyn

    Daniel Ivascyn

    Group Chief Investment OfficerCRD 2199900

  • Marc Seidner

    Marc Seidner

    CIO Non-traditional StrategiesCRD 2671675

  • Kimberley Korinke

    Managing Director and Chief Financial OfficerCRD 4850363

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Contacts

3 of 11
  • Andrew Balls

    Andrew Balls

    Vice President and Portfolio ManagerCRD 5649706

  • Thibault Stracke

    Thibault Stracke

    Vice President and Portfolio ManagerCRD 3013092

  • Robin Shanahan

    Robin Shanahan

    Managing DirectorCRD 6865080

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
650 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth