Pacific Life Fund Advisors LLC

RIASEC RegisteredEst. 1980
Total AUM
$42.8B
Discretionary
$42.8B
100% of AUM
Avg account
$629M
Accounts
68
Employees
20
Advisory reps
3

Firm details

Headquarters
Newport Beach, California
CRD number
105169
Registered since
February 8, 1980
Fee structure
Percentage of AUM
Client types
  • Investment Companies99.86%
  • Pooled Investment Vehicles0.14%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Pacific Life Fund Advisors LLC is an institutional registered investment adviser that has been SEC-registered since 1980 and operates as a limited liability company. The firm serves institutional clients and is structured as a capital allocator; its fee model is a percentage of assets under management. Its advisory mandate includes portfolio management for investment companies and pooled investment vehicles and the selection of other advisers. It also performs commodity pool operator/commodity trading advisor functions and is affiliated with broker-dealers, other investment advisers, an insurance company, and acts as sponsor/GP/managing member of pooled investment vehicles. The firm is not an active ESG investor and is not characterized as a multi-state or newly formed adviser. Ownership is listed as a domestic entity and individual. Pacific Life Fund Advisors positions itself to run pooled products and to manage or allocate capital on behalf of a small set of institutional accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Howard Hirakawa

    Howard Hirakawa

    Vice PresidentCRD 2856386

  • Laurene Macelwee

    Laurene Macelwee

    Vice PresidentCRD 2543861

  • Audrey Cheng

    Audrey Cheng

    Vice President & General CounselCRD 7716802

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 31

Active vs passive

$1.1B in ETFs

Passive

81%

$861M

Active

17%

$206M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 VALUE ETF (IVE)BlackRockPassiveLarge Value$173M760,52516.18%

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
700 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth