PAN Global Advisers, LLC

RIASEC Registered

Total AUM

$270M

Discretionary

$177M

65% of AUM

Avg account

$902K

Accounts

300

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 301863
Registered since: May 15, 2019
Website: panglobaladvisers.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other Investment Advisers54.81%
Charitable Organizations30.91%
Pooled Investment Vehicles6.46%
HNWI4.95%
Individuals2.48%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

PAN Global Advisers, LLC operates as an institutional registered investment adviser focused on direct portfolio management and selecting external managers. The firm is structured as an LLC and is SEC-registered (initial registration 2019). Its client mix spans high-net-worth individuals and families as well as institutional investors, and it acts as a capital allocator in addition to delivering discretionary portfolio management for individuals and pooled investment vehicles. Compensation combines a percentage-of-AUM approach with performance-based fees. The firm does not identify as an active ESG investor. Advisory capabilities include day-to-day portfolio management for individual and small business clients, management of pooled vehicles, and the selection and oversight of third-party advisers. Corporate affiliations noted in regulatory filings include other investment advisers, a law firm, and an insurance company.