Asset manager · Newport Beach, CA
Pacific Investment Management Company LLC
SEC-registered investment adviser · CRD 104559 · SEC 801-48187
At a glance
Pacific Investment Management Company LLC is an SEC-registered investment adviser based in Newport Beach, California, with $3.7 trillion in regulatory assets under management as of its Form ADV filed August 28, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 5,850 individual clients. By Form ADV it is a asset manager, ranked 6th of 3,218 asset managers and 6th of 17,210 SEC-registered advisers by assets.
Main office 949-720-6000pimco.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.67T
- Rank among asset managers
- #6 of 3,218
- Rank among all SEC RIAs
- #6 of 17,210
- Rank in California
- #3 of 1,873
- Individual clients
- 5,850
- High-net-worth clients
- 17
- Accounts
- 2,835
- Discretionary
- 100% of AUM
- Employees
- 1,968
- Advisory staff
- 628
- Offices
- 7
Owners and executives on its Form ADV
- Daniel J. IvascynManaging Director - Executive Committee and Group Chief Investment Officer
- Andrew T. BallsManaging Director - Chief Investment Officer (global)
- Kimberley G. KorinkeManaging Director - Executive Committee
- Emmanuel N. RomanManaging Director - Executive Committee and Chief Executive Officer
- Thibault C. StrackeManaging Director - President and Executive Committee
- John J. KirkowskiManaging Director - Chief Financial Officer
- Peter G. StrelowManaging Director - Co-Chief Operating Officer
- Robin C. ShanahanManaging Director - Co-Chief Operating Officer
- Candice S. WhittenManaging Director - Executive Committee
- Gregory W. HallManaging Director - Executive Committee
- Nadia ZakirManaging Director - Global Head of Compliance and Chief Compliance Officer
- Qi WangManaging Director - Chief Investment Officer (portfolio Implementation)
Custody and brokerage
Broker-dealer
Hybrid RIA
Pacific Investment Management Company LLC is a hybrid RIA: 508 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Pimco Canada Corp., Pimco Europe Gmbh and Pimco Investments LLC.
- Pimco Canada Corp.
- Pimco Europe Gmbh
- Pimco Investments LLC ↗CRD 154957
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 818 | $1.42T | 39% |
| Investment companies | 186 | $1.24T | 34% |
| Insurance companies | 601 | $335B | 9% |
| Pension and profit sharing plans | 436 | $193B | 5% |
| Sovereign wealth funds and foreign official institutions | 104 | $153B | 4% |
| State or municipal government entities | 108 | $95B | 3% |
| Banking or thrift institutions | 35 | $66B | 2% |
| Corporations or other businesses | 405 | $55B | 2% |
| Individuals | 5,833 | $50B | 1% |
| Other | 33,080 | $30B | <1% |
| Charitable organizations | 71 | $28B | <1% |
| High-net-worth individuals | 17 | $3.2B | <1% |
| Other investment advisers | 5 | $0M | <1% |
Private funds
Pacific Investment Management Company LLC reports 208 private funds with $279B in gross assets: hedge funds, private equity funds, securitized asset funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Pacific Investment Management Company LLC answers yes to 15 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗pimco.com ↗
AtlasMembers
The full record on Pacific Investment Management Company LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 26 peers of its type and size
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- Owners and executives, with titles and stakes
- 20 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 8Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pacific Investment Management Company LLC manage?
Pacific Investment Management Company LLC reports $3.7 trillion in regulatory assets under management across 2,835 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 28, 2026.
What kind of firm is Pacific Investment Management Company LLC?
Pacific Investment Management Company LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Pacific Investment Management Company LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($1.4 trillion, 818 clients); investment companies ($1.2 trillion, 186 clients); insurance companies ($335.5 billion, 601 clients).
Does Pacific Investment Management Company LLC manage private funds?
Yes. It reports 208 private funds with $278.5 billion in gross assets, including hedge funds, private equity funds, securitized asset funds, other private funds.
Does Pacific Investment Management Company LLC have any disciplinary history?
Pacific Investment Management Company LLC answers yes to 15 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Pacific Investment Management Company LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →