Data / Investment advisers / California / Pan Global Advisers, LLC
Pan Global Advisers, LLC, Newport Beach, CA: $270 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pan Global Advisers, LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $270 million in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include other investment advisers, charitable organizations and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
The request: Watch Pan Global Advisers, LLC (CRD number 301863): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 301863
- SEC file number
- 801-115286
- SEC status
- Approved, effective May 15, 2019
- Main office
- 4590 Macarthur Blvd., Suite 175, Newport Beach, CA 92660
- Phone
- (949) 878-9410
- Website
- familyofficeria.com
- Regulatory AUM
- $270,491,294 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $177,045,643
- Non discretionary AUM
- $93,445,651
- Accounts
- 300
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $18,668,386
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 18, 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 |
|---|---|---|
| Other investment advisers | Fewer than 5 | $148.3 million |
| Charitable organizations | Fewer than 5 | $83.6 million |
| Pooled investment vehicles | 1 | $17.5 million |
| High net worth individuals | Fewer than 5 | $13.4 million |
| Individuals (other than high net worth individuals) | 19 | $6.7 million |
| Pension and profit sharing plans | Fewer than 5 | $1 million |
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 | $270.5 million | March 31, 2026 |
| December 1, 2025 | $225.7 million | March 31, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Revitate Fund Advisor LLC | Newport Beach | $398.6 million | 7 | adviserinfo.sec.gov |
| Miramontes Capital, LLC | Newport Beach | $396.9 million | Not listed | adviserinfo.sec.gov |
| Clearlight Partners Management, LLC | Newport Beach | $390.3 million | 2 | adviserinfo.sec.gov |
| Yosemite Capital Management | Newport Beach | $369 million | Not listed | adviserinfo.sec.gov |
| Signature Resources Capital Management, LLC | Newport Beach | $303.9 million | Not listed | adviserinfo.sec.gov |
| CWS Capital Partners LLC | Newport Beach | $268.4 million | 28 | adviserinfo.sec.gov |
| Newport Wealth Advisors, Inc. | Newport Beach | $262.6 million | Not listed | adviserinfo.sec.gov |
| Tidecrest Wealth Management, LLC | Newport Beach | $249.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisers serving charitable organizations
- Advisers that manage private funds
- Pan Global Advisers, 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.