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PACIFIC PRIVATE FUND ADVISORS LLC

840 Newport Center Drive
Suite 480
Newport Beach, California 92660
Tel: (800) 800-7646

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About PACIFIC PRIVATE FUND ADVISORS LLC

PACIFIC PRIVATE FUND ADVISORS LLC, formally registered with the SEC as PACIFIC PRIVATE FUND ADVISORS LLC. The firm was established in 09/23/2013. They have over 1 offices throughout the country.

PACIFIC PRIVATE FUND ADVISORS LLC is a Newport Beach, California based Financial Planning firm with nearly $5,689,422,342 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168830
SEC#801-78581
Assets Managed by Firm$5,689,422,342
No. of Clients20
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total20$5,689,422,342

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