Data / Investment advisers / California / Pacific Investment Management Company LLC
Pacific Investment Management Company LLC, Newport Beach, CA: $3.7 trillion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pacific Investment Management Company LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $3.7 trillion in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include pooled investment vehicles, investment companies and insurance companies. It is paid through a percentage of assets under management and performance based fees. It advises 210 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 104559
- SEC file number
- 801-48187
- SEC status
- Approved, effective November 14, 1994
- Main office
- 650 Newport Center Drive, Newport Beach, CA 92660
- Phone
- (949) 720-6000
- Regulatory AUM
- $3,666,935,101,247 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $3,666,478,527,876
- Non discretionary AUM
- $456,573,371
- Accounts
- 2,835
- Employees
- 1,968, of which 628 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 210: 197 hedge funds, 9 securitized asset funds, 3 other private funds, 1 private equity fund
- Gross assets of private funds
- $286,966,503,114
- Other offices
- 6
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 818 | $1.42 trillion |
| Investment companies | 186 | $1.24 trillion |
| Insurance companies | 601 | $335.45 billion |
| Pension and profit sharing plans | 436 | $193.20 billion |
| Sovereign wealth funds and foreign official institutions | 104 | $153.33 billion |
| State or municipal government entities | 108 | $95.27 billion |
| Banking or thrift institutions | 35 | $66.18 billion |
| Corporations or other businesses | 405 | $55.45 billion |
| Individuals (other than high net worth individuals) | 5,833 | $50.46 billion |
| Charitable organizations | 71 | $27.50 billion |
| High net worth individuals | 17 | $3.21 billion |
| Other investment advisers | 5 | $15,580 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.67 trillion | March 31, 2026 |
| December 1, 2025 | $2.99 trillion | November 17, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | Newport Beach | $54.87 billion | 5 | adviserinfo.sec.gov |
| Canterbury Consulting Incorporated | Newport Beach | $45.88 billion | 16 | adviserinfo.sec.gov |
| Pacific Life Fund Advisors LLC | Newport Beach | $42.81 billion | 1 | adviserinfo.sec.gov |
| Creative Planning Institutional Advisors, LLC | Newport Beach | $37.50 billion | Not listed | adviserinfo.sec.gov |
| Syzygy Asset Management, LLC | Newport Beach | $32.22 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with Over $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving investment companies
- Advisers that manage private funds
- Pacific Investment Management Company LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.