PACIFIC PRIVATE FUND ADVISORS LLC

RIASEC RegisteredEst. 2013
Total AUM
$12.2B
Discretionary
$10.7B
87% of AUM
Avg account
$453M
Accounts
27
Employees
12
Advisory reps
2

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
168830
Registered since
September 23, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles62.09%
  • Insurance Companies37.91%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pacific Private Fund Advisors LLC is positioned as a private equity–focused adviser that primarily serves institutional clients and manages pooled investment vehicles. The firm is SEC-registered (since 2013) and provides portfolio management for pooled funds and for businesses or institutions, and it also performs selection of other advisers. Its business activities include operating as a CPO/CTA and serving as a sponsor, general partner, or managing member of pooled investment vehicles. The firm’s fee model includes both a percentage-of-AUM component and performance-based fees, consistent with private fund economics. Institutional mandates and pooled products are the core of the business. The firm reports affiliations across the industry — including broker-dealer and insurance company relationships — which supports a combination of proprietary fund management and third-party distribution or servicing arrangements. Pacific Private Fund Advisors is not identified as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

2 of 2
  • Jeffrey Johnson

    Senior Managing DirectorCRD 7630153

  • Michael Clifton

    CRD 8186825

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth