{"url":"https://nivawealth.com/firms/pacific-life-fund-advisors-105169","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105169","regulatoryAum":42805749398,"crd":"105169","secFileNumber":"801-15057","legalName":"Pacific Life Fund Advisors LLC","displayName":"Pacific Life Fund Advisors","website":"https://www.pacificlife.com/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"700 Newport Center Drive","city":"Newport Beach","state":"CA","stateName":"California","country":"United States","postalCode":"92660-6397"},"tradeNames":[],"registration":{"secApproved":"8 February 1980","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":20,"advisory":19,"brokerDealerReps":4,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":42805749398,"discretionaryAccounts":68,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":2,"regulatoryAum":42745167594},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":60581804}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Pacific Life Fund Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Howard Hirakawa","title":"Senior Vice President","crd":"2856386"},{"name":"Laurene Macelwee","title":"Chief Compliance Officer","crd":"2543861"},{"name":"Audrey Cheng","title":"Fund Advisor General Counsel","crd":"7716802"}],"ownership":[{"label":"Pacific Life Insurance Company","detail":"Managing member of applicant in the 75% or more ownership band and a control person, since May 2007."},{"label":"Pacific Mutual Holding Company","detail":"Indirect owner: a parent of Pacific Lifecorp in the 75% or more band and a control person, since May 2007.","parent":"Pacific Lifecorp"},{"label":"Pacific Lifecorp","detail":"Indirect owner: a parent of Pacific Life Insurance Company in the 75% or more band and a control person, since May 2007.","parent":"Pacific Life Insurance Company"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"700 Newport Center Drive","city":"Newport Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-800-7646","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":1},"sources":{"adv1FilingDate":"11 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/105169/PDF/105169.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Pacific Life Fund Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pacific Life Fund Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Pacific Life Fund Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pacific Life Fund Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pacific Life Fund Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/pacific-life-fund-advisors-105169/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-04","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1499091/000139834426013421/0001398344-26-013421-index.html","totalValue":909643041,"positionCount":27,"top10Share":0.7128979872006738,"top10":[{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":172684807,"shares":760525,"shareType":"SH"},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS US LARG","cusip":"025072158","value":66543862,"shares":739705,"shareType":"SH","priorValue":62068306,"priorShares":800365},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH 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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."}