Pimco Advisors LP (Newport Beach)

Name: Pimco Advisors LP
Address: 888 San Clemente Drive, Newport Beach, CA, 92660
Telephone: (949) 219-2200

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.