Pacific Private Fund Advisors LLC

RIASEC Registered
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 a limited liability company that focuses on advising and managing pooled investment vehicles, with an institutional client base and a primary orientation toward private equity. The firm is registered with the SEC (registered in 2013) and operates as a Commodity Pool Operator/Commodity Trading Adviser in addition to providing portfolio management for pooled vehicles and for businesses or institutions. Its commercial model blends asset-based management fees with performance-based compensation and it also performs manager selection for third-party advisers. Ownership is a mix of a domestic entity and individuals.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth