Assets Under Management
$41.1B
Number of Clients
3
Number of Advisors
N/A
Avg. Portfolio per Client
$13.7B
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
Pacific Life Fund Advisors (PLFA) manages investments for U.S. open-ended mutual funds and a private investment fund. PLFA selects securities, places orders, and may engage sub-advisors. PLFA monitors sub-advisors' performance and provides reports to the fund's board or general partner. PLFA may develop new advisory services in the future.
Pacific Life Fund Advisors (PLFA) provides investment advisory services to a private fund. PLFA negotiates fees with the fund's General Partner. The fees are calculated monthly as an annualized percentage of the total asset value of the Private Fund and are typically billed monthly in arrears. PLFA may reduce or waive its advisory or management fee. Sub-Advisers are paid directly by PLFA out of the advisory fee PLFA receives from the Private Fund.
700 Newport Center Drive, Newport Beach, CA, 92660-6397