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PACIFIC PRIVATE FUND ADVISORS LLC

NEWPORT BEACH, CA · CRD 168830 · IAPD ↗ · (800) 800-7646

$12.24BRegulatory AUM
8Advisory reps
12Employees
0Clients
0Planning clients
17Private funds
1States
9Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — PACIFIC PRIVATE FUND ADVISORS LLC reported RAUM up 29% ($9.47B -> $12.24B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2026 — PACIFIC PRIVATE FUND ADVISORS LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — PACIFIC PRIVATE FUND ADVISORS LLC reported RAUM up 66% ($5.69B -> $9.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — PACIFIC PRIVATE FUND ADVISORS LLC reported RAUM up 25% ($4.54B -> $5.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.