Pacific Investment Management Company LLC

RIASEC RegisteredEst. 1994

Total AUM

$3.7T

Discretionary

$3.7T

100% of AUM

Avg account

$1.3B

Accounts

2,835

Employees

1,968

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 104559
Registered since: November 14, 1994
Website: www.pimco.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles38.74%
Investment Companies33.73%
Insurance Companies9.15%
Pension & Profit Sharing Plans5.27%
Sovereign Wealth Funds4.18%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pacific Investment Management Company LLC is a diversified investment manager organized as a limited liability company and registered with the SEC since 1994. The firm manages pooled vehicles and separately managed accounts alongside advisory services for individual and family clients as well as institutional investors. Its business model blends traditional portfolio management with manager selection and pension consulting capabilities; it also operates in roles that include commodity pool operator/commodity trading advisor activity. Fees are charged as a percentage of assets under management and, in some strategies, include performance-based compensation. The firm reports being an active ESG investor and is structured to sponsor and manage a variety of pooled investment vehicles across multiple legal and product lines.