DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
F•••• P•••••• A•••••••• L•
Latest filing Jul 20, 2026
First filing on the tape Mar 30, 2012 · 43 filings
SEC status approved since Sep 29, 2006
RAUM
$32B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$1,057 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
73
21 advisory (5.B.1)
Offices
17
beyond the principal office
Private funds
13
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$32B as of Jul 20, 2026
Mar 30, 2012$18B then
HNW client RAUM$1,057 as of Jul 20, 2026
Mar 30, 2018$3.0M then
State-registered IARs (5.B.3)0 as of Jul 20, 2026
Apr 1, 20130 then
Employees (5.A)73 as of Jul 20, 2026
Apr 1, 201369 then
Private funds13 as of Jul 20, 2026
Mar 30, 20127 then
RAUM +20% over the last fiscal year+9.5% a year over threeIARs 0 to 0offices 11 to 17
Practice profile
derived from the filing of Jul 20, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1,057derivedHNW RAUM over HNW clients
- Average account
- $781MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived18 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $1.5B, 13 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$26B82%
- Pooled investment vehicles$4.8B15%
- Pension and profit-sharing plans$501M1.6%
- Charitable organizations$353M1.1%
- Corporations and businesses$255,1650.0%
- High-net-worth individuals$1,0570.0%
- Individual clients
- n/areported
- HNW clients
- 1reported
- Pension plan clients
- 8reported
- Charitable clients
- 3reported
- Accounts
- 41reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.5B for 13 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.97 institutional_share=0.03 related_bd=false related_bank=false bd_reps=18.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
23 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F•• G••••• O••••••••• F••• | Hedge Fund | $268M | 67 | Mar 30, 2012 |
| F•• H•••••• F••• | Hedge Fund | $192M | 72 | Mar 30, 2012 |
| F•• C••••••••• V•••• E••••• F•••• L••• | Other Private Fund | $187M | 12 | May 24, 2018 |
| F•• M••••••••• F••• I•• L••• | Hedge Fund | $180M | 149 | Mar 30, 2012 |
| F•• H•••••••• F••• | Hedge Fund | $165M | 67 | Mar 30, 2012 |
| F•• V•••• P••••••• F•••• L••• | Hedge Fund | $96.0M | 22 | Mar 30, 2012 |
| F•• S••••• F•••• L••• | Hedge Fund | $84.4M | 16 | Apr 1, 2015 |
| F•• M••••••••• F•••• L••• | Hedge Fund | $60.3M | 45 | Mar 30, 2012 |
| F•• I••••• O••••••••• M••••• F•••• L•• | Hedge Fund | $54.0M | 69 | Feb 11, 2021 |
| F•• M••••••••• O••••••• F•••• L••• | Hedge Fund | $19.7M | 32 | Mar 30, 2012 |
| F•• L••• O••••••••• F•••• L••• | Hedge Fund | $13.1M | 13 | Mar 30, 2017 |
| F•• S••••• D••••••• F•••• L••• | Hedge Fund | $4.3M | 5 | Mar 30, 2017 |
| F•• S••••• M•••• F•••• L••• | Hedge Fund | $2.6M | 2 | Mar 1, 2018 |
| F•• C••••••••• V•••• E••••• F••• ••••••• L••• | Other Private Fund | $1.5M | 1 | Feb 14, 2020 |
| F•• S••••• F••• I•• L••• | Hedge Fund | $1.4M | 8 | Mar 1, 2018 |
| F•• I••••••••• V•••• E••••• F•••• L•••no longer reported | Other Private Fund | $1.1M | 5 | May 24, 2018 |
| F•• I••••• O••••••••• O•••••• F•••• L••• | Hedge Fund | $945,591 | 69 | Feb 11, 2021 |
| F•• H•••••• O••••••• F•••• L••• | Hedge Fund | $766,951 | 3 | Apr 1, 2013 |
| F•• S••••• O••••••• F••• I•• L•• | Hedge Fund | $737,357 | 3 | Mar 1, 2018 |
| F•• I••••• O••••••••• O••••••• F•••• L••• | Hedge Fund | $0 | 0 | Feb 11, 2021 |
| F•• S••••• O••••••• F•••• L•• | Hedge Fund | $0 | 0 | Mar 1, 2018 |
| F•• W•••••••• I••••••• O••••••• F•••• L•••no longer reported | Private Equity Fund | $0 | 0 | Feb 11, 2021 |
| F•• L••• O••••••••• F•••• L•••no longer reported | Hedge Fund | $0 | 0 | Mar 30, 2017 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• J••••• R•••••• · Director & President Of The General Partnercontrolsince 09/2006 · owns 5% to 10%
- B•••••••• D••••• S••• · Director & Chief Operating Officer Of The General Partnercontrolsince 08/2018 · owns less than 5%
- B••••• E•••• R•••••• · Secretary & Chief Legal Officer Of The General Partnercontrolsince 10/2018 · owns less than 5%
- G••••• K••••• E•••••••• · Chief Compliance Officercontrolsince 08/2018 · owns less than 5%
- H••••••• J••••••• M••• · Partnercontrolsince 01/2015 · owns less than 5%
- L••••••••• M•••• •• M••••• N•••• · Partnercontrolsince 01/2013 · owns 10% to 25%
- L•••••• R•••• A•••••• · Partnercontrolsince 01/2018 · owns less than 5%
- P••••••••• A•••••••• V•••• · Partnercontrolsince 01/2017 · owns 5% to 10%
- R•••••• S•••••• T••• · Director & Chief Executive Officer Of The General Partnercontrolsince 09/2006 · owns 50% to 75%
- S••••• B••••• A•••••• · Partnercontrolsince 01/2013 · owns 10% to 25%
- S••••••• E••••• L••• · Treasurer & Chief Financial Officer Of The General Partnercontrolsince 10/2018 · owns less than 5%
Entity owners
- F•• G•• I••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- F•• G•• I•••y
Offices
Schedule D 1.F, the 25 largest
- Los Angeles, CA19 employees
- Charlotte, NC1 employees
- Norwalk, CT1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- office count surgeChange between filings · filing Mar 23, 2026offices other than the principal office (Item 1.F.5) moved from 11.0 to 17.0 (+55.0%) between the annual amendments of 2025-03-27 and 2026-03-23; the peer median change was 0.0% (198 comparable advisers, 97.0th percentile of changes)peers: asset managers, $20B and over (198) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 49 to 41Sep 11, 2025 to Mar 23, 2026
- Advisory employees · 20 to 21Sep 11, 2025 to Mar 23, 2026
- BD registered reps · 17 to 18Sep 11, 2025 to Mar 23, 2026
- Charity clients · 4 to 3Sep 11, 2025 to Mar 23, 2026
- Pension plan clients · 9 to 8Sep 11, 2025 to Mar 23, 2026
- Pooled vehicle clients · 27 to 21Sep 11, 2025 to Mar 23, 2026
- Assets in custody · $1.2B to $1.5BSep 11, 2025 to Mar 23, 2026
- Employees · 72 to 73Sep 11, 2025 to Mar 23, 2026
- Other offices · 12 to 17Sep 11, 2025 to Mar 23, 2026
- Private funds · 18 to 13Sep 11, 2025 to Mar 23, 2026
- Discretionary RAUM · $27B to $32BSep 11, 2025 to Mar 23, 2026
- HNW RAUM · $165,278 to $1,057Sep 11, 2025 to Mar 23, 2026
- Pension RAUM · $484M to $501MSep 11, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $4.0B to $4.8BSep 11, 2025 to Mar 23, 2026
- RAUM · $27B to $32BSep 11, 2025 to Mar 23, 2026
- Financial planning clients · unset to Mar 27, 2025 to Jul 31, 2025
- Other offices · 11 to 12Mar 27, 2025 to Jul 31, 2025
- Accounts · 52 to 49Jan 6, 2025 to Mar 27, 2025
- Advisory employees · 21 to 20Jan 6, 2025 to Mar 27, 2025
- BD registered reps · 18 to 17Jan 6, 2025 to Mar 27, 2025
- Pooled vehicle clients · 31 to 27Jan 6, 2025 to Mar 27, 2025
- Assets in custody · $1.3B to $1.2BJan 6, 2025 to Mar 27, 2025
- Employees · 74 to 72Jan 6, 2025 to Mar 27, 2025
- Other offices · 12 to 11Jan 6, 2025 to Mar 27, 2025
- Private funds · 19 to 18Jan 6, 2025 to Mar 27, 2025
- Discretionary RAUM · $25B to $27BJan 6, 2025 to Mar 27, 2025
- HNW RAUM · $157,295 to $165,278Jan 6, 2025 to Mar 27, 2025
- Pension RAUM · $621M to $484MJan 6, 2025 to Mar 27, 2025
- Pooled vehicle RAUM · $3.8B to $4.0BJan 6, 2025 to Mar 27, 2025
- RAUM · $25B to $27BJan 6, 2025 to Mar 27, 2025
- HQ city · LOS ANGELES to EL SEGUNDOMar 28, 2024 to Sep 9, 2024
- Other offices · 8 to 12Mar 28, 2024 to Sep 9, 2024
- Accounts · 55 to 52Aug 21, 2023 to Mar 28, 2024
- Advisory employees · 24 to 21Aug 21, 2023 to Mar 28, 2024
- Corporate clients · unset to 1.0Aug 21, 2023 to Mar 28, 2024
- Pooled vehicle clients · 33 to 31Aug 21, 2023 to Mar 28, 2024
- Assets in custody · $2.2B to $1.3BAug 21, 2023 to Mar 28, 2024
- Employees · 77 to 74Aug 21, 2023 to Mar 28, 2024
- Other offices · 11 to 8Aug 21, 2023 to Mar 28, 2024
- Private funds · 25 to 19Aug 21, 2023 to Mar 28, 2024
Signals
12 dated events
- F•••• P•••••• A•••••••• L• reported 17 offices beyond its principal office, up from 12 (2025-09-11 to 2026-03-23)Mar 23, 2026 · Office count change · derived
- Yale Nico Mizrahi (Partner) no longer on Schedule A of F•••• P•••••• A•••••••• L• (listed 2023-03-29, absent 2023-08-21)Aug 21, 2023 · Control person left · inference
- Hunter Thomas Atteberry (Partner) no longer on Schedule A of F•••• P•••••• A•••••••• L• (listed 2022-03-29, absent 2022-09-23)Sep 23, 2022 · Control person left · inference
- Lake Edwin Setzler (Treasurer Of The General Partner) appeared on Schedule A of F•••• P•••••• A•••••••• L•Mar 29, 2022 · Control person joined · fact
- Raymond Eric Brown (Secretary & Counsel Of The General Partner) appeared on Schedule A of F•••• P•••••• A•••••••• L•Mar 29, 2022 · Control person joined · fact
- F•••• P•••••• A•••••••• L• reported 12 offices beyond its principal office, up from 5 (2021-02-11 to 2021-03-30)Mar 30, 2021 · Office count change · derived
- Marie Kim St Hilaire (Co-Chief Operating Officer) no longer on Schedule A of F•••• P•••••• A•••••••• L• (listed 2021-02-11, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Aleks Arik Ahitov (Partner) no longer on Schedule A of F•••• P•••••• A•••••••• L• (listed 2020-03-27, absent 2021-02-11)Feb 11, 2021 · Control person left · inference
- Michael Dennis Bryan (Partner) no longer on Schedule A of F•••• P•••••• A•••••••• L• (listed 2018-10-01, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Marie Kim St Hilaire (Co-Chief Operating Officer) appeared on Schedule A of F•••• P•••••• A•••••••• L•Mar 29, 2019 · Control person joined · fact
- Saul David Brookman (Co-Chief Operating Officer) appeared on Schedule A of F•••• P•••••• A•••••••• L•Mar 29, 2019 · Control person joined · fact
- F•••• P•••••• A•••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Oct 1, 2018 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- F•••• P•••••• A•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/first-pacific-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- FPA.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 800-982-4372reportedpublic record, Form ADV, Jul 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026