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CRD 168830
NEWPORT BEACH, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PACIFIC PRIVATE EQUITY FUND II-A L.P. | Private Equity Fund | $634M | Aug 23, 2024 | 1 | Feb 26, 2024 | reported | n/a |
| PACIFIC PRIVATE EQUITY OPPORTUNITIES FUND III LP | Private Equity Fund | $568M | Aug 23, 2024 | 15 | Feb 6, 2018 | reported | 021-344107 |
| PACIFIC PRIVATE EQUITY OPPORTUNITIES FUND IV LP | Private Equity Fund | $559M | Aug 23, 2024 | 83 | Mar 28, 2019 | reported | 021-396391 |
| PACIFIC PRIVATE EQUITY OPPORTUNITIES FUND V LP | Private Equity Fund | $264M | Aug 23, 2024 | 27 | Mar 29, 2021 | reported | n/a |
| PACIFIC PRIVATE CREDIT FUND IV LP | Private Equity Fund | $258M | Aug 23, 2024 | 6 | Mar 28, 2019 | reported | 021-396391 |
| PACIFIC CO-INVEST OPPORTUNITIES FUND II LP | Private Equity Fund | $201M | Aug 23, 2024 | 79 | Mar 29, 2021 | reported | 021-406928 |
| PACIFIC PRIVATE CREDIT FUND III LP | Private Equity Fund | $196M | Aug 23, 2024 | 15 | Feb 6, 2018 | reported | 021-344107 |
| PACIFIC PRIVATE CREDIT FUND V LP | Private Equity Fund | $180M | Aug 23, 2024 | 24 | Mar 29, 2021 | reported | n/a |
| PACIFIC PRIVATE EQUITY OPPORTUNITIES FUND II LP | Private Equity Fund | $169M | Aug 23, 2024 | 13 | Mar 17, 2017 | reported | 021-316140 |
| PACIFIC CO-INVEST OPPORTUNITIES FUND I LP | Private Equity Fund | $149M | Aug 23, 2024 | 1 | Mar 28, 2019 | reported | n/a |
| PACIFIC PRIVATE CREDIT FUND II LP | Private Equity Fund | $130M | Aug 23, 2024 | 14 | Mar 17, 2017 | reported | 021-316140 |
| PACIFIC PRIVATE EQUITY FUND I L.P. | Private Equity Fund | $124M | Aug 23, 2024 | 19 | Mar 31, 2014 | reported | 021-210790 |
| PPFA CREDIT OPPORTUNITIES FUND I LP | Private Equity Fund | $90.2M | Aug 23, 2024 | 76 | Oct 14, 2020 | reported | 021-383142 |
| CAA-PPFA EQUITY OPPORTUNITIES FUND I LP | Private Equity Fund | $67.4M | Sep 8, 2022 | 76 | Nov 2, 2021 | dropped | 021-406928 |
| PACIFIC MULTI-STRATEGY RETURN FUND L.P. | Hedge Fund | $54.4M | Jul 5, 2018 | 1 | Aug 22, 2014 | dropped | n/a |
| PACIFIC PRIVATE EQUITY OPPORTUNITIES FUND VI L.P, | Private Equity Fund | $50.0M | Aug 23, 2024 | 1 | Aug 23, 2024 | reported | n/a |
| PACIFIC CO-INVEST CREDIT FUND II LP | Private Equity Fund | $43.5M | Aug 23, 2024 | 1 | Mar 29, 2021 | reported | n/a |
| PACIFIC CO-INVEST CREDIT FUND I LP | Private Equity Fund | $37.4M | Aug 23, 2024 | 1 | Mar 28, 2019 | reported | n/a |
| PACIFIC ABSOLUTE RETURN STRATEGIES FUND, L.P. | Hedge Fund | $28.2M | Mar 28, 2019 | 1 | Mar 31, 2014 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Johnson, Jeffrey, Robert | SENIOR MANAGING DIRECTOR | Na | yes | 09/2022 | Sep 8, 2022 | Aug 23, 2024 |
| PACIFIC GLOBAL ASSET MANAGEMENT LLC | MANAGING MEMBER OF APPLICANT | E | yes | 07/2013 | Mar 22, 2018 | Aug 23, 2024 |
| PACIFIC LIFE INSURANCE COMPANY | MANAGING MEMBER | E | yes | 08/2012 | Sep 11, 2013 | Aug 23, 2024 |
| PACIFIC LIFECORP | Parent | E | yes | 05/2007 | Sep 11, 2013 | Aug 23, 2024 |
| PACIFIC MUTUAL HOLDING COMPANY | Parent | E | yes | 05/2007 | Sep 11, 2013 | Aug 23, 2024 |
| WIESENFELD, BENJAMIN, DAVID | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2023 | Apr 17, 2023 | Aug 23, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PACIFIC LIFE FUND ADVISORS LLC | n/a | Asset manager | $43B | N | yes | n/a |
| CAA-PPFA EQUITY OPPORTUNITIES I GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| CAA-PPFA OPPORTUNITIES II GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC CO-INVEST CREDIT I GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC CO-INVEST CREDIT II GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC CO-INVEST OPPORTUNITIES I GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC CO-INVEST OPPORTUNITIES II GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC LIFE & ANNUITY COMPANY | n/a | n/a | n/a | N | yes | n/a |
| PACIFIC LIFE INSURANCE COMPANY | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE CREDIT II GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE CREDIT III GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE CREDIT IV GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE CREDIT V GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE EQUITY I GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE EQUITY II-A GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE EQUITY OPPORTUNITIES II GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE EQUITY OPPORTUNITIES III GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE EQUITY OPPORTUNITIES IV GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE EQUITY OPPORTUNITIES V GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE FEEDER III GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| PACIFIC PRIVATE FEEDER IV 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 |
| PPFA CREDIT OPPORTUNITIES I GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $12B | $11B | 12 | 8 | 0 | 17 | n/a |
| 2024 | Mar 28, 2025 | $9.5B | $9.0B | 11 | 6 | 0 | 17 | n/a |
| 2023 | Mar 14, 2024 | $5.7B | $5.7B | 13 | 6 | 0 | 15 | $3.6B |
| 2022 | Mar 31, 2023 | $4.5B | $4.5B | 12 | 6 | 0 | 14 | $2.6B |
| 2021 | Mar 30, 2022 | $6.4B | $6.4B | 12 | 7 | 0 | 15 | $2.1B |
| 2020 | Mar 29, 2021 | $4.4B | $4.4B | 16 | 7 | 0 | 14 | $1.2B |
| 2019 | Mar 30, 2020 | $3.7B | $3.7B | 15 | 7 | 0 | 9 | $742M |
| 2018 | Mar 28, 2019 | $2.8B | $2.8B | 15 | 7 | 0 | 10 | $488M |
| 2017 | Mar 22, 2018 | $1.5B | $1.5B | 16 | 9 | 1 | 7 | $413M |
| 2016 | Mar 17, 2017 | $705M | $705M | 14 | 8 | n/a | 5 | $690M |
| 2015 | Mar 21, 2016 | $340M | $340M | 9 | 8 | n/a | 3 | $340M |
| 2014 | Mar 31, 2015 | $280M | $280M | 6 | 6 | n/a | 3 | $280M |
| 2013 | Mar 31, 2014 | $88.1M | $88.1M | 2 | 2 | n/a | 2 | $88.1M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $12B | $9.5B | 29.2% | $4.5B | 39.2% | 12 | 11 | 0 | 0 |