Pacific Private Fund Advisors LLC

Newport Beach, CA·SEC-registered · CRD #168830

Pacific Private Fund Advisors LLC is an SEC-registered investment advisory firm in Newport Beach, CA managing $12B across 28 client accounts, with 8 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$12B

Client accounts

28

Advisory staff

8

Fee model

Fee-only

How Pacific Private Fund Advisors LLC is paid

Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.

% of assetsFee-only

BEFORE YOU CALL PACIFIC PRIVATE FUND ADVISORS LLC

See how Pacific compares to your best-matched advisor

Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Pacific Private Fund Advisors LLC. Free, about 2 minutes, no obligation.

Get matched & compareFree · 2 minutes · No obligation

Client reviews

No reviews yet

Worked with Pacific Private Fund Advisors LLC? Be the first to share your experience — every review is verified by a human before publishing.

Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.

Common questions about Pacific Private Fund Advisors LLC

How much does Pacific Private Fund Advisors LLC manage?

Per its most recent SEC Form ADV filing (03/26/2026), Pacific Private Fund Advisors LLC reports $12B in regulatory assets under management across roughly 28 client accounts.

How does Pacific Private Fund Advisors LLC charge?

Pacific Private Fund Advisors LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.

Is Pacific Private Fund Advisors LLC a fiduciary?

Yes. Pacific Private Fund Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #168830), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.

Is Pacific Private Fund Advisors LLC taking new clients like me?

Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Pacific Private Fund Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

Other advisory firms in Newport Beach, CA

Profile compiled from Pacific Private Fund Advisors LLC's public SEC Form ADV filing (CRD #168830, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pacific Private Fund Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Pacific Private Fund Advisors LLC? Claim this profile.