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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3HOWARD 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 22Active vs passive
$900M in ETFs
80%
$719M
20%
$181M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $172M | 803,474 | 19.07% |
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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