NEWPORT BEACH, CACRD 104559Latest ADV March 31, 2026
Pacific Investment Management Company LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $3.7T in regulatory assets under management, 1,968 employees, 6 offices, and 2,835 accounts.
Assets Under Management
$3.7T
Employees
1,968
Offices
6 offices
Total Clients
41,699
Primary office
NEWPORT BEACH, CA
650 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, United States
Top client segmentIrrevocable Trusts/Estates represent 79.3% of total clients.
Top client categories% of clientsClients
1
Irrevocable Trusts/Estates
79.3%
33,080
2
Individuals
14.0%
5,833
3
Pooled Investment Vehicles
2.0%
818
4
Insurance Cos.
1.4%
601
5
Pension Plans
1.0%
436
Additional categories (<0.1%)
HNWI17 clients
Other Advisers5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Tas of March 31, 2026
Discretionary100.0%
$3.7T
100% of total RAUM100.0%
Non-discretionary0.0%
$457M
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.7T
Total Accounts2,835
10Y AUM Change+$2.2T (+150.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,968
Clients per Employee21:1
10Y Employee Change-203 (-9.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.