NEWPORT BEACH, CACRD 301863Latest ADV March 31, 2026
Pan Global Advisers, 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 $270M in regulatory assets under management, 3 employees, 1 office, and 300 accounts.
Assets Under Management
$270M
Employees
3
Offices
1 office
Total Clients
20
Primary office
NEWPORT BEACH, CA
4590 MACARTHUR BLVD., SUITE 175, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.0% of total clients.
Top client categories% of clientsClients
1
Individuals
95.0%
19
2
Pooled Investment Vehicles
5.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$270Mas of March 31, 2026
Discretionary65.5%
$177M
65% of total RAUM65.5%
Non-discretionary34.5%
$93M
35% of total RAUM34.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$270M
Total Accounts300
10Y AUM Change+$270M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee7:1
10Y Employee Change0 (0.0%)
* 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.