Overview
Assets Under Management: $2990.2 billion
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 3,449
Average Client Assets: $6 million
Frequently Asked Questions
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104559), PACIFIC INVESTMENT MANAGEMENT COMPANY LLC is subject to fiduciary duty under federal law.
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC is headquartered in NEWPORT BEACH, CA.
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC serves 3,449 high-net-worth clients according to their SEC filing dated November 17, 2025. View client details ↓
According to their SEC Form ADV, PACIFIC INVESTMENT MANAGEMENT COMPANY LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC manages $2990.2 billion in client assets according to their SEC filing dated November 17, 2025.
According to their SEC Form ADV, PACIFIC INVESTMENT MANAGEMENT COMPANY LLC serves high-net-worth individuals, businesses, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3,449
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.64
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 2,793
Discretionary Accounts: 2,785
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 104559
Filing ID: 2011692
Last Filing Date: 2025-11-17 18:04:30
Website: 6