AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $41.1 |
| Non-Discretionary | $0.0 |
| Total | $41.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $41.1 |
| Institutional | $0.0 |
| Total | $41.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| PACIFIC PRIVATE FUND ADVISORS LLC | $9.5 | 168830 | |
| PACIFIC SELECT DISTRIBUTORS, LLC | $0.0 | broker-dealer | 4452 |
| PACIFIC LIFE TRADE RECEIVABLE GP LLC | $0.0 | - | |
| PACIFIC LIFE & ANNUITY COMPANY | $0.0 | - | |
| PACIFIC LIFE INSURANCE COMPANY | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $41.1 | $0.0 | 0% | 20 | 0 | 0% |
| 2025-04-21 | $41.1 | $0.0 | 0% | 20 | 0 | 0% |
| 2024-04-02 | $39.9 | $1.2 | 3% | 19 | 1 | 5% |
| 2023-04-04 | $45.2 | -$4.1 | -9% | 18 | 2 | 11% |
| 2022-04-01 | $56.2 | -$15.1 | -27% | 23 | -3 | -13% |
| 2021-04-05 | $51.6 | -$10.6 | -20% | 23 | -3 | -13% |
| 2020-04-01 | $49.6 | -$8.5 | -17% | 25 | -5 | -20% |
| 2019-04-01 | $48.5 | -$7.4 | -15% | 56 | -36 | -64% |
| 2018-04-02 | $54.4 | -$13.3 | -24% | 53 | -33 | -62% |
| 2017-04-01 | $50.9 | -$9.9 | -19% | 49 | -29 | -59% |
| 2016-04-01 | $51.4 | -$10.4 | -20% | 37 | -17 | -46% |
| 2015-04-01 | $62.2 | -$21.1 | -34% | 41 | -21 | -51% |
| 2014-04-01 | $60.1 | -$19.0 | -32% | 253 | -233 | -92% |
| 2013-04-01 | $54.5 | -$13.4 | -25% | 253 | -233 | -92% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CA, CA-01/31/1983 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV