Pacific Life Fund Advisors LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 105169
- Registered since
- February 8, 1980
- Website
- www.pacificlife.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.86%
- Pooled Investment Vehicles0.14%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Pacific Life Fund Advisors LLC is an institutional registered investment adviser that has been SEC-registered since 1980 and operates as a limited liability company. The firm serves institutional clients and is structured as a capital allocator; its fee model is a percentage of assets under management. Its advisory mandate includes portfolio management for investment companies and pooled investment vehicles and the selection of other advisers. It also performs commodity pool operator/commodity trading advisor functions and is affiliated with broker-dealers, other investment advisers, an insurance company, and acts as sponsor/GP/managing member of pooled investment vehicles. The firm is not an active ESG investor and is not characterized as a multi-state or newly formed adviser. Ownership is listed as a domestic entity and individual. Pacific Life Fund Advisors positions itself to run pooled products and to manage or allocate capital on behalf of a small set of institutional accounts.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Howard Hirakawa
Vice PresidentCRD 2856386

Laurene Macelwee
Vice PresidentCRD 2543861

Audrey Cheng
Vice President & General CounselCRD 7716802
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$1.1B in ETFs
81%
$861M
17%
$206M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 VALUE ETF (IVE) | BlackRock | Passive | Large Value | $173M | 760,525 | 16.18% |
Location
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
- 700 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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