Pacific Investment Management Company LLC

RIASEC Registered

Total AUM

$3.7T

Discretionary

$3.7T

100% of AUM

Avg account

$1.3B

Accounts

2,835

Employees

1,968

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 104559
Registered since: November 14, 1994
Website: www.pimco.com
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 is a diversified institutional manager that operates as a limited liability company and is registered with the SEC (registration year 1994). The firm functions across multiple manager classifications, including hedge fund, private equity and securitized-asset strategies, and describes itself as a multifaceted fund manager. Its client mix includes both individual and family clients as well as institutional investors; fee arrangements combine percentage-of-AUM charges with performance-based fees. The firm also acts in commodity pool operator/commodity trading advisor (CPO/CTA) capacities and provides a broad range of advisory services—portfolio management for individuals, pooled vehicles, institutions and investment companies, pension consulting and selection of other advisers. The firm identifies as an active ESG investor and maintains a set of industry roles and affiliations that extend into broker-dealer, insurance, pension consulting, real estate brokerage and sponsor/GP activities for pooled vehicles.