Pacific Oak Capital Advisors, LLC
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Overview
Pacific Oak Capital Advisors, LLC is a financial advisory firm located in Los Angeles, California. Pacific Oak Capital Advisors, LLC has $4.0 billion in assets throughout two customer accounts, placing it among the largest firms in the United States by assets under management (AUM). The company has a small group, including 14 financial advisors. Pacific Oak Capital Advisors, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets like bonds, options and equities.
Pacific Oak Capital Advisors, LLC oversees none of the firm's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions without needing the client's authorization. It also has two non-discretionary accounts totaling $4.0 billion in AUM. Pacific Oak Capital Advisors, LLC supervises an average of $2.0 billion for every client account. The typical advisor at Pacific Oak Capital Advisors, LLC oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
The firm's central office is at 11766 Wilshire Blvd., Los Angeles, California 90025. The firm is allowed to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pacific Oak Capital Advisors, LLC by the Numbers
$4.0 billion
16
2
$2.0 billion
Fee Structure
Fees for financial advice largely depend on the type of financial services provided. However, fee types billed by Pacific Oak Capital Advisors, LLC most likely include the following fee structures: asset-based, performance-based or other. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company caters to pooled investment vehicles. Out of its two accounts, Pacific Oak Capital Advisors, LLC's biggest client type by number of accounts is pooled investment vehicles. None of the company's clients are from outside of the U.S.
- 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.
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Disclosures
Pacific Oak Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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