Clients
Pacific Private Fund Advisors serves 27 clients, 25 of them pooled investment vehicles. The average client has about $453 million with the firm.
- Pooled investment vehicles25 clients62%
- Insurance companies2 clients38%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 25 | $7,598,213,383 | 62.1% | $303.9M |
| Insurance companies | 2 | $4,638,538,902 | 37.9% | $2.32B |
| Total | 27 | $12,236,752,285 | 100% | $453.2M |
- Clients
- 25
- Regulatory AUM
- $7,598,213,383
- Share
- 62.1%
- Avg. per client
- $303.9M
- Clients
- 2
- Regulatory AUM
- $4,638,538,902
- Share
- 37.9%
- Avg. per client
- $2.32B
Total
- Clients
- 27
- Regulatory AUM
- $12,236,752,285
- Share
- 100%
- Avg. per client
- $453.2M
What it does
Pacific Private Fund Advisors provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets and performance-based fees.
Pacific Private Fund Advisors provided financial planning to 0 clients last fiscal year and advises 17 private funds.
87.1% of assets ($10.65B across 26 accounts) are managed with discretion; $1.58B across 1 account is not. 4% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Other100%
- These are investments in limited partnerships.100%
Custodians
Pacific Private Fund Advisors has custody of $4.40B for 27 clients.
- All other custodians$12.24B100%
Ownership and leadership
Pacific Global Asset Management LLC owns 75% or more of Pacific Private Fund Advisors.
- Owns 75% or more of Pacific Private Fund Advisors LLC
Pacific Global Asset Management LLC
Control person · since July 2013
- Owns 75% or more of Pacific Global Asset Management LLC
Pacific Life Insurance Company
Control person · since August 2012
- 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
- Michael CliftonChief Compliance Officer
- Jeffrey JohnsonSenior Managing Director
Staff
- 12 employees
- 8 in advisory functions
Fees
Pacific Private Fund Advisors is paid through a percentage of assets under management and performance-based fees.
Pacific Private 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 Private Fund Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 840 Newport Center Drive, Suite 480, Newport BeachHQ
Registration details
- Legal name
- Pacific Private Fund Advisors LLC
- Headquarters
- 840 Newport Center Drive, Suite 480, Newport Beach, CA 92660
- Phone
- 800-800-7646
- Website
- Not reported
- SEC file
- 801-78581
- 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 Private Fund Advisors have?
Pacific Private Fund Advisors has 27 clients and manages $12.2 billion for them, as of March 2026. They include 25 pooled investment vehicles and 2 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Pacific Private Fund Advisors offer?
Pacific Private Fund Advisors provides portfolio management for pooled vehicles, portfolio management for institutions 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 Private Fund Advisors have?
Pacific Private Fund Advisors has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pacific Private Fund Advisors invest in?
At the end of its last fiscal year, Pacific Private Fund Advisors’ separately managed accounts held 100% these are investments in limited partnerships.. It advises 17 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pacific Private Fund Advisors?
Pacific Private Fund Advisors is owned through a chain of holding companies by Pacific Mutual Holding Company. Its direct owner is Pacific Global Asset Management LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Pacific Private Fund Advisors get paid?
Pacific Private Fund Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file