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
20

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
104559
Registered since
November 14, 1994
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 (PIMCO) operates as a multi-strategy investment manager with activity across hedge funds, private equity, securitized-asset strategies and pooled vehicles. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM and performance-based fees. Regulatory filings identify PIMCO as an active ESG investor and show advisory capabilities spanning separate account portfolio management, management of pooled investment vehicles, pension consulting-related work and selection of other advisers. The firm also engages in Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA) activity and maintains industry relationships that include broker‑dealers, insurance companies and roles as sponsor or general partner of pooled investment vehicles.

Assets & Accounts

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: Investment Grade Corp Bonds 27%, US Government Bonds 23%, Cash & Cash Equivalents 14%, Sovereign Bonds 12%, Other 10%, State & Local Bonds 5%, Public Funds/Mutual Funds 5%, Non-Investment Grade Corp Bonds 2%, Exchange Traded Equities 1%, Private Funds 1%27%
  • Investment Grade Corp Bonds27%
  • US Government Bonds23%
  • Cash & Cash Equivalents14%
  • Sovereign Bonds12%
  • Other10%

Owners & executives

3 of 9
  • MOHIT MITTAL

    CIOCRD 5138767

  • MARC SEIDNER

    CIO Non-traditional StrategiesCRD 2671675

  • EMMANUEL ROMAN

    Chief Executive OfficerCRD 1736849

Unlock 6 more executives

Contacts

3 of 11
  • SUNG-HEE SUH

    Managing DirectorCRD 7869407

  • ALFRED MURATA

    Managing Director and Portfolio ManagerCRD 6159165

  • Robin Shanahan

    Managing DirectorCRD 6865080

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
650 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth