DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

PACIFIC LIFE FUND ADVISORS LLC

CRD 105169

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5579532b-b539-bbc4-05b7-bb4f75f674ce

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 2
On other graphs: 2
Observed: Nov 18, 2011 to Mar 11, 2026
35 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Pacific Life Fund Advisors LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Pacific Life Fund Advisors LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0
Regulatory AUM: $43BItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $43B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 20
Advisory employees: 19
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 68
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-15057
CIK: 1499091
CRD: 105169
Filings on the tape: 35
First filed: Nov 18, 2011
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, DE
Website: pacificlife.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PACIFIC LIFE INVESTMENT GRADE TRADE RECEIVABLE FUND L.P.	Other Private Fund	$54.8M	Mar 18, 2024	2	Jan 29, 2020	reported	021-354474

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HIRAKAWA, HOWARD, TOMIO	SENIOR VICE PRESIDENT	Na	yes	12/2014	Jul 18, 2022	Mar 18, 2024
MACELWEE, LAURENE, ERIN	CHIEF COMPLIANCE OFFICER	Na	yes	07/2022	Jul 1, 2022	Mar 18, 2024
PACIFIC LIFE INSURANCE COMPANY	MANAGING MEMBER OF APPLICANT	E	yes	05/2007	Nov 18, 2011	Mar 18, 2024
PACIFIC LIFECORP	Parent	E	yes	05/2007	Nov 18, 2011	Mar 18, 2024
PACIFIC MUTUAL HOLDING COMPANY	Parent	E	yes	05/2007	Nov 18, 2011	Mar 18, 2024
Cheng, Audrey, Lee	FUND ADVISOR GENERAL COUNSEL	Na	no	04/2023	Mar 27, 2023	Mar 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PACIFIC PRIVATE FUND ADVISORS LLC	n/a	Asset manager	$12B	N	yes	n/a
PACIFIC LIFE & ANNUITY COMPANY	n/a	n/a	n/a	Y	yes	n/a
PACIFIC LIFE INSURANCE COMPANY	n/a	n/a	n/a	Y	yes	n/a
PACIFIC LIFE TRADE RECEIVABLE GP LLC	n/a	n/a	n/a	Y	yes	n/a
PACIFIC SELECT DISTRIBUTORS, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$43B	$43B	20	19	0	1	n/a
2024	Mar 17, 2025	$41B	$41B	20	19	0	1	n/a
2023	Mar 18, 2024	$40B	$40B	19	18	0	1	$54.8M
2022	Mar 27, 2023	$45B	$45B	18	14	0	1	$78.7M
2021	Mar 28, 2022	$56B	$56B	23	12	0	1	$152M
2020	Mar 29, 2021	$52B	$52B	23	13	0	1	$152M
2019	Mar 27, 2020	$50B	$50B	25	14	0	1	$150M
2018	Mar 29, 2019	$49B	$49B	56	33	1	6	$2.0B
2017	Mar 30, 2018	$54B	$54B	53	33	0	4	$1.4B
2016	Mar 30, 2017	$51B	$51B	49	29	n/a	2	$574M
2015	Mar 30, 2016	$51B	$51B	37	18	n/a	2	$541M
2014	Mar 30, 2015	$62B	$62B	41	19	n/a	1	$350M
2013	Mar 27, 2014	$60B	$60B	253	32	n/a	n/a	n/a
2012	Mar 28, 2013	$54B	$54B	253	32	n/a	n/a	n/a
2011	Mar 27, 2012	$50B	$50B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$43B	$41B	4.2%	$45B	-1.8%	20	20	0	0

Relationships

Affiliated with (6)

← PACIFIC PRIVATE FUND ADVISORS LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ PACIFIC PRIVATE FUND ADVISORS LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← PACIFIC GLOBAL ADVISORS LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← CADENCE CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← SWELL INVESTING LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← PACIFIC GLOBAL ADVISORS LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Advises (1)

→ PACIFIC LIFE INVESTMENT GRADE TRADE RECEIVABLE FUND L.P.Private fundOther Private Fund, IA
Jan 29, 2020 to presentfactForm ADV

Controls (5)

← MACELWEE, LAURENE, ERINOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 1, 2022 to Mar 18, 2024factForm ADV
← HIRAKAWA, HOWARD, TOMIOOwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Jul 18, 2022 to Mar 18, 2024factForm ADV
← PACIFIC LIFE INSURANCE COMPANYOwnerMANAGING MEMBER OF APPLICANT, ownership code E, domestic entity
Nov 18, 2011 to Mar 18, 2024factForm ADV
← PACIFIC LIFECORPOwnerPARENT, ownership code E, domestic entity
Nov 18, 2011 to Mar 18, 2024factForm ADV
← PACIFIC MUTUAL HOLDING COMPANYOwnerPARENT, ownership code E, domestic entity
Nov 18, 2011 to Mar 18, 2024factForm ADV

Owns (1)

← Cheng, Audrey, LeeOwnerFUND ADVISOR GENERAL COUNSEL, ownership code NA, individual
Mar 27, 2023 to Mar 18, 2024factForm ADV

Dated events

Occurred
Mar 27, 2023
Control person left
Sue Robin Yonis (Fund Advisor General Counsel) no longer on Schedule A of Pacific Life Fund Advisors Llc (listed 2022-09-13, absent 2023-03-27)
Form ADVobserved 4 days ago
Occurred
Sep 13, 2022
Control person joined
Sue Robin Yonis (Fund Advisor General Counsel) appeared on Schedule A of Pacific Life Fund Advisors Llc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5579532b-b539-bbc4-05b7-bb4f75f674ce
First observed: Nov 18, 2011
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PACIFIC LIFE FUND ADVISORS LLC

CRD 105169

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5579532b-b539-bbc4-05b7-bb4f75f674ce

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PACIFIC LIFE INVESTMENT GRADE TRADE RECEIVABLE FUND L.P.

Other Private Fund

$54.8M

Mar 18, 2024

Jan 29, 2020

reported

021-354474

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HIRAKAWA, HOWARD, TOMIO

SENIOR VICE PRESIDENT

yes

12/2014

Jul 18, 2022

Mar 18, 2024

MACELWEE, LAURENE, ERIN

CHIEF COMPLIANCE OFFICER

yes

07/2022

Jul 1, 2022

Mar 18, 2024

PACIFIC LIFE INSURANCE COMPANY

MANAGING MEMBER OF APPLICANT

yes

05/2007

Nov 18, 2011

Mar 18, 2024

PACIFIC LIFECORP

Parent

yes

05/2007

Nov 18, 2011

Mar 18, 2024

PACIFIC MUTUAL HOLDING COMPANY

Parent

yes

05/2007

Nov 18, 2011

Mar 18, 2024

Cheng, Audrey, Lee

FUND ADVISOR GENERAL COUNSEL

04/2023

Mar 27, 2023

Mar 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PACIFIC PRIVATE FUND ADVISORS LLC

n/a

Asset manager

$12B

yes

n/a

PACIFIC LIFE & ANNUITY COMPANY

n/a

yes

n/a

PACIFIC LIFE INSURANCE COMPANY

n/a

yes

n/a

PACIFIC LIFE TRADE RECEIVABLE GP LLC

n/a

yes

n/a

PACIFIC SELECT DISTRIBUTORS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$43B

n/a

2024

Mar 17, 2025

$41B

n/a

2023

Mar 18, 2024

$40B

$54.8M

2022

Mar 27, 2023

$45B

$78.7M

2021

Mar 28, 2022

$56B

$152M

2020

Mar 29, 2021

$52B

$152M

2019

Mar 27, 2020

$50B

$150M

2018

Mar 29, 2019

$49B

$2.0B

2017

Mar 30, 2018

$54B

$1.4B

2016

Mar 30, 2017

$51B

n/a

$574M

2015

Mar 30, 2016

$51B

n/a

$541M

2014

Mar 30, 2015

$62B

n/a

$350M

2013

Mar 27, 2014

$60B

253

n/a

2012

Mar 28, 2013

$54B

253

n/a

2011

Mar 27, 2012

$50B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$43B

$41B

4.2%

$45B

-1.8%