{"url":"https://nivawealth.com/firms/first-pacific-advisors-141823","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/141823","regulatoryAum":32002657371,"crd":"141823","secFileNumber":"801-67160","legalName":"First Pacific Advisors, LP","displayName":"First Pacific Advisors","website":null,"linkedinUrl":"https://www.linkedin.com/company/first-pacific-advisors/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"2101 East El Segundo BLVD., Suite 301","city":"El Segundo","state":"CA","stateName":"California","country":"United States","postalCode":"90245"},"tradeNames":[],"registration":{"secApproved":"29 September 2006","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":73,"advisory":21,"brokerDealerReps":18,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":32002657371,"discretionaryAccounts":41,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":7,"nonAumClients":1},"clientTypes":[{"label":"High-net-worth individuals","clients":1,"regulatoryAum":1057},{"label":"Investment companies","clients":8,"regulatoryAum":26395603512},{"label":"Pooled investment vehicles","clients":21,"regulatoryAum":4753244024},{"label":"Pension and profit-sharing plans","clients":8,"regulatoryAum":501050845},{"label":"Charitable organizations","clients":3,"regulatoryAum":352502768},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":255165}],"fees":[],"feeNotes":[],"custodians":[{"name":"Northern Trust Securities, Inc.","shortName":"Northern Trust Securities","location":"Chicago, IL","smaAssets":378046135},{"name":"U.S. Bank Institutional Trust & Custody","shortName":"U.S. Bank Institutional Trust & Custody","location":"Minneapolis, MN","smaAssets":94369948},{"name":"BNY Mellon Capital Markets, LLC","shortName":"BNY Mellon Capital Markets","location":"New York, NY","smaAssets":254612213},{"name":"UBS Securities LLC","shortName":"UBS Securities","location":"New York, NY","smaAssets":124827834}],"custodyNote":"First Pacific Advisors has custody of $1.47B for 13 clients.","otherCustodians":[],"leadership":[{"name":"Steven Romick","title":"Director & Chief Executive Officer of the General Partner","crd":"2071808"},{"name":"Edwin Setzler","title":"Treasurer & Chief Financial Officer of the General Partner","crd":"4933010"},{"name":"David Brookman","title":"Director & Chief Operating Officer of the General Partner","crd":"7091100"},{"name":"Eric Brown","title":"Chief Compliance Officer; 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They include 21 pooled investment vehicles, 8 investment companies and 8 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does First Pacific Advisors offer?","answer":"First Pacific Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does First Pacific Advisors use?","answer":"First Pacific Advisors’ separately managed account assets are held at Northern Trust Securities, Inc. (Chicago, IL), with $378,046,135, BNY Mellon Capital Markets, LLC (New York, NY), with $254,612,213, UBS Securities LLC (New York, NY), with $124,827,834 and U.S. Bank Institutional Trust & Custody (Minneapolis, MN), with $94,369,948. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does First Pacific Advisors have?","answer":"First Pacific Advisors has 0 investment adviser representatives registered with state securities authorities, out of 73 employees, and 21 perform investment advisory functions. 18 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does First Pacific Advisors invest in?","answer":"At the end of its last fiscal year, First Pacific Advisors’ separately managed accounts held 45% exchange-traded equities, 35% U.S. government and agency bonds, 14% non-agency asset backed securities, non-agengy collateralized mortgage obligations and term loans, 3% investment grade corporate bonds and 3% cash and equivalents. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}