Pimco Advisors LP (Newport Beach)


Pimco Advisors LP is a large advisory firm based in Newport Beach. It manages $14.9 billion of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

Pimco Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pimco Advisors: assets under management

The assets under management (AUM) of Pimco Advisors LP is $14.9 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.9 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pimco Advisors LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pimco Advisors LP

John C. Maney joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Robert Michael Fitzgerald Chief financial officer 1 Nov 1995 Other 2648004
Stephen Joseph Treadway Managing director 1 Aug 1999 Other 1681478
Allianz Paclife Partners Llc General partner of applicant 1 May 2000 Other 33-0915825
Pimco Advisors Holdings L.P. Unitholder of applicant 1 May 2000 25% - 50% 13-3412614
Inc. Pacific Financial Products Unitholder of applicant 1 May 2000 Other 04-3092764
Kenneth Mcgraw Poovey Managing director 1 May 2000 Other 4328803
Joachim Faber Chief executive officer 1 May 2000 Other 4344220
Francis Casimir Poli Chief legal officer/chief compliance officer 1 May 2000 Other 1628917
Allianz Dresdner Asset Management Of America Llc Allianz dresdner asset management of america l.p. 1 May 2000 25% - 50% 13-3412614
David C. Flattum Managing director 1 Apr 2001 Other 4433623
John C. Maney Chief financial officer 1 Oct 2001 Other 2648004

Indirect Owners

The SEC currently registers 12 indirect owners.

Name Entity Date acquired Ownership Employer ID
Pacific Life Insurance Company Sole member 1 May 2000 75% - 100% 95-1079000
Pimco Holding Llc Member 1 May 2000 25% - 50% 95-1079000
Pacific Asset Management Llc Member 1 May 2000 50% - 75% 00-0000000
Pacific Mutual Holding Company Sole member 1 May 2000 75% - 100% 00-0000000
Allianz Gp Sub Llc Sole member 1 May 2000 75% - 100% 06-1586816
Allianz Of America Inc. Sole member 1 May 2000 75% - 100% 00-0000000
Allianz Ag Sole shareholder 1 May 2000 75% - 100% 00-0000000
Allianz Asset Management Of America Llc Sole member 1 May 2000 75% - 100% 06-1586816
Allianz Of America Inc Sole member 1 May 2000 75% - 100% 107032
Adam U.S. Holding Llc Member 1 May 2000 25% - 50% 95-1079000
Inc. Allianz Of America Sole member 1 May 2000 75% - 100% 13-3412614
Munchener Ruckversicherungs Gesellschaft Ag Stockholder 1 Jul 2001 25% - 50% 00-0000000

Based in Newport Beach

The principal office where Pimco Advisors LP performs its advisory services is located at 888 San Clemente Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number (949) 219-2200 or by fax (949) 219-2245. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.pimcoadvisors.com.