Pacific Private Fund Advisors LLC
Answer a few questions and
get matched with an advisor.
Learn more about Pacific Private Fund Advisors LLC
Overview
Pacific Private Fund Advisors LLC operates as a financial advisory firm that has its headquarters in Newport Beach, California. The company controls $4.5 billion in assets under management throughout 18 accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 6 financial advisors. Pacific Private Fund Advisors LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as bonds, stocks and options.
Pacific Private Fund Advisors LLC oversees all of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction choices without requiring client permission. The investment advisory firm oversees about $252.0 million for each client account. The average advisor at Pacific Private Fund Advisors LLC oversees about three client accounts, placing it among the most individualized firms in the country.
The company's main office is located at 840 Newport Center Drive, Newport Beach, California 92660. Pacific Private Fund Advisors LLC is legally permitted to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pacific Private Fund Advisors LLC by the Numbers
$4.5 billion
12
18
$252.0 million
Products and Services
Financial services offered by Pacific Private Fund Advisors LLC can include portfolio management for pooled investment vehicles and selection of other advisers. It does not sell products or offer services other than investment advisory services to its investment advisory customers. The firm also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, insurance company or agency and commodity pool advisor.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Find a firm that offers this service
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually are based on which service is provided. However, fees charged by the firm most likely include some blend of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its 18 accounts, Pacific Private Fund Advisors LLC's biggest client group is pooled investment vehicles. None of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Pacific Private Fund Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.