|
⚲
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| Pacific Oak Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 299177 |
| SEC # | 801-117321 |
| CIK # | |
| AUM | $4.0 BB (2023-03-31) |
| Employees | 16 (88% Investors, 6% Brokers) |
| Phone | 424-208-8100 |
| Address | 11766 Wilshire Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 4.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 4.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2 | 4.0 |
| Total | 2 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 2 | 4.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Highclere International Investors LLP
✚
|
4.1 | |
|
Boston Trust Walden Inc
✚
|
MA | 4.0 |
|
Gladstone Management Corporation
✚
|
VA | 4.0 |
|
Newview Capital Management LLC
✚
|
CA | 4.0 |
|
Flaherty & Crumrine Incorporated
✚
|
CA | 3.9 |
|
Cohen & Steers UK Limited
✚
|
3.9 | |
|
Western Asset Management Company Ltd
✚
|
3.9 | |
|
Amplify Investments LLC
✚
|
IL | 3.9 |
|
UG Investment Advisers Ltd
✚
|
3.9 | |
|
Bimini Advisors LLC
✚
|
FL | 3.9 |