First Pacific Advisors, LP

RIASEC Registered
Total AUM
$32B
Discretionary
$32B
100% of AUM
Avg account
$781M
Accounts
41
Employees
73
Advisory reps
10

Firm details

Headquarters
El Segundo, California
CRD number
141823
Registered since
September 29, 2006
Website
fpa.com
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, UBS FINANCIAL SERVICES INC., U.S. BANK, N.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies82.48%
  • Pooled Investment Vehicles14.85%
  • Pension & Profit Sharing Plans1.57%
  • Charitable Organizations1.1%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

First Pacific Advisors, LP is organized as a limited partnership and operates as a hedge fund manager that provides portfolio management across individual, pooled and institutional mandates. The firm is registered with the SEC (initial registration year 2006) and lists CPO/CTA activities alongside its advisory work. Its client base combines high-net-worth individuals and families with institutional investors. Fee arrangements include a percentage-of-AUM component and performance-based fees. First Pacific does not position itself as an active ESG investor. The firm also serves as a sponsor and managing member for pooled investment vehicles, indicating direct involvement in launching and operating private funds in addition to managing separate accounts and institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, US Government Bonds 35%, Other 14%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%45%
  • Exchange Traded Equities45%
  • US Government Bonds35%
  • Other14%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$34.5M in ETFs

Passive

16%

$5.4M

Active

17%

$29.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL)Vanguard$19.7M260,28057.03%

Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2101 E El Segundo Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth