First Pacific Advisors, LP

RIASEC RegisteredEst. 2006

Total AUM

$32B

Discretionary

$32B

100% of AUM

Avg account

$781M

Accounts

Employees

Advisory reps

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-style advisor and commodity pool/CTA. The firm has been SEC-registered since 2006 and serves both individual/family and institutional clients. Its advisory activities span discretionary portfolio management for individuals and small businesses, investment companies, pooled vehicles, and institutional clients; it also sponsors and manages pooled investment vehicles. Compensation combines an asset-based fee with performance-linked fees. The firm does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.