PACIFIC LIFE FUND ADVISORS LLC

RIASEC RegisteredEst. 1980
Total AUM
$42.8B
Discretionary
$42.8B
100% of AUM
Avg account
$629M
Accounts
68
Employees
20
Advisory reps
3

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
105169
Registered since
February 8, 1980
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

FINTRX

Overview

Pacific Life Fund Advisors LLC is a SEC-registered investment adviser organized as an LLC and operating as a capital allocator for institutional clients. The firm provides portfolio management for investment companies and pooled investment vehicles, serves as a selection agent for outside advisers, and is registered with business activities that include CPO/CTA responsibilities. Its fee model is percentage-of-AUM, and it is not flagged as an active ESG investor. Industry affiliations on record include broker-dealer relationships, other investment adviser activity, connections with insurance company interests, and roles as sponsor or managing member of pooled investment vehicles. The adviser has both a domestic-entity and individual ownership structure and has been SEC-registered since 1980.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Contacts

3 of 3
  • HOWARD HIRAKAWA

    Vice PresidentCRD 2856386

  • LAURENE MACELWEE

    Vice PresidentCRD 2543861

  • Audrey Cheng

    Vice President & General CounselCRD 7716802

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$900M in ETFs

Passive

80%

$719M

Active

20%

$181M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 VALUE ETF (IWD)BlackRockPassiveLarge Value$172M803,47419.07%

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
700 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth