PAN GLOBAL ADVISERS, LLC

Overview

PAN Global Advisers, LLC is a compact, manager-driven advisory firm that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. Registered in 2019 as an LLC, the firm combines direct portfolio management for individual and pooled accounts with the formal ability to select and oversee third‑party managers. Its compensation model blends percentage-of-assets fees with performance-based arrangements, which aligns the firm’s economics with upside outcomes for clients. PAN Global does not position itself as an ESG investor and is not registered as a multi-state adviser. The firm’s portfolio emphasis is skewed toward private, pooled investment vehicles. That orientation, together with its role selecting other advisers, suggests a hybrid approach: building bespoke separate managed accounts while outsourcing or co-managing allocations into specialist external funds where needed. PAN Global lists industry ties to other investment advisers, a law firm and an insurance company, which can support structuring, due diligence and wealth/insurance planning integration.

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