Clients
Pacific Life Fund Advisors serves 3 clients, 2 of them investment companies. The average client has about $14.3 billion with the firm.
- Investment companies2 clients100%
- Pooled investment vehicles1 clients0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 2 | $42,745,167,594 | 99.9% | $21.37B |
| Pooled investment vehicles | 1 | $60,581,804 | 0.1% | $60.6M |
| Total | 3 | $42,805,749,398 | 100% | $14.27B |
- Clients
- 2
- Regulatory AUM
- $42,745,167,594
- Share
- 99.9%
- Avg. per client
- $21.37B
- Clients
- 1
- Regulatory AUM
- $60,581,804
- Share
- 0.1%
- Avg. per client
- $60.6M
Total
- Clients
- 3
- Regulatory AUM
- $42,805,749,398
- Share
- 100%
- Avg. per client
- $14.27B
What it does
Pacific Life Fund Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles and selecting other managers. It is paid through a percentage of assets.
Pacific Life Fund Advisors advises 1 private funds.
100.0% of assets ($42.81B across 68 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Pacific Life Fund Advisors has custody of client assets.
- All other custodians$42.81B100%
Ownership and leadership
Pacific Life Insurance Company owns 75% or more of Pacific Life Fund Advisors.
- Owns 75% or more of Pacific Life Fund Advisors LLC
Pacific Life Insurance Company
Control person · since May 2007
- Owns 75% or more of Pacific Life Insurance Company
Pacific Lifecorp
Control person · since May 2007
- Owns 75% or more of Pacific Lifecorp
Pacific Mutual Holding Company
Control person · since May 2007
Leadership
- Howard HirakawaSenior Vice President
- Laurene MacelweeChief Compliance Officer
- Audrey ChengFund Advisor General Counsel
Staff
- 20 employees
- 19 in advisory functions
- 4 broker-dealer reps
Reported holdings
Pacific Life Fund Advisors’ reported 13F holdings total $909.6M across 27 positions, and the ten largest make up 71.3% of it.
- $909.6M
- Reported 13F value
- 27
- Positions
- 71.3%
- In the 10 largest
- +4.5%
- Value vs. prior quarter
- iShares TR · S&P 500 Val ETF19.0%
- American Centy ETF TR · Avantis US Larg7.3%
- iShares TR · Eafe Grwth ETF7.2%
- iShares TR · Eafe Value ETF7.2%
- SPDR Series Trust · ST Str Sp600sm C6.8%
- SPDR Series Trust · ST Str Sp400val6.2%
- iShares TR · S&P MC 400gr ETF5.2%
- Vanguard Scottsdale Fds · Vng Rus1000grw4.5%
- American Centy ETF TR · Intl EQT ETF4.0%
- Global X Fds · US Infr Dev ETF3.9%
Together, the ten largest are 71.3% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $909.6M is not its $42.81B in regulatory assets and does not represent any individual client's portfolio.
Fees
Pacific Life Fund Advisors is paid through a percentage of assets under management.
Pacific Life Fund Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Pacific Life Fund Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 700 Newport Center Drive, Newport BeachHQ
Registration details
- Legal name
- Pacific Life Fund Advisors LLC
- Headquarters
- 700 Newport Center Drive, Newport Beach, CA 92660-6397
- Phone
- 800-800-7646
- Website
- www.pacificlife.com
- SEC file
- 801-15057
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Pacific Life Fund Advisors have?
Pacific Life Fund Advisors has 3 clients and manages $42.8 billion for them, as of March 2026. They include 2 investment companies and 1 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Pacific Life Fund Advisors offer?
Pacific Life Fund Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Pacific Life Fund Advisors have?
Pacific Life Fund Advisors has 0 investment adviser representatives registered with state securities authorities, out of 20 employees, and 19 perform investment advisory functions. 4 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
Who owns Pacific Life Fund Advisors?
Pacific Life Fund Advisors is owned through a chain of holding companies by Pacific Mutual Holding Company. Its direct owner is Pacific Life Insurance Company (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Pacific Life Fund Advisors get paid?
Pacific Life Fund Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
