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| Keyboard |
| Pacific Oak Capital Advisors LLC
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|---|---|
| CRD # | 299177 |
| SEC # | 801-117321 |
| CIK # | |
| AUM | 3,202.5 M (2025-10-16) |
| Employees | 11 (82% Investors, 9% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-722-6257 |
| Address | 3200 Park Center Drive Costa Mesa, CA 92626 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 3.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 3.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2 | 3.2 |
| Total | 2 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 2 | 3.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
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|---|---|---|
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