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| Happy Holidays!! thanks for using AUM13F!! |
| Pan Global Advisers LLC
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| CRD # | 301863 |
| SEC # | 801-115286 |
| CIK # | |
| AUM | $225.7 M (2025-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 949-878-9410 |
| Address | 650 Town Center Drive Costa Mesa, CA 92626 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Pan Global Advisers Diversified Fund LP | [2019-12-02] | 0.0 | 19.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 3.3 |
| (b) Individuals (high net worth individuals) | 0 | 12.9 |
| (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 | 1 | 19.5 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 76.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 112.8 |
| (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 | 309 | 225.7 |
| By Discretionary | ||
| Discretionary | 304 | 141.1 |
| Non-Discretionary | 5 | 84.6 |
| Total | 309 | 225.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.7 | |
| Total | 309 | 225.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Evan Pan | 6 | ||
| Pan Global Advisers LLC | 1 |
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|---|---|---|
|
Redwood Financial Network Corp
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OH | 0.2 |
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724 Capital LLC
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0.2 | |
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The Ehrlich Group LLC
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SPWM Advisors LLC
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MI | 0.2 |
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TN | 0.2 |
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Magnolia Private Wealth LLC
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Waterstone Financial Advisory LLC
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FL | 0.2 |
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JW Korth & Company Limited Partnership
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MI | 0.2 |
|
Malvern Capital Management LLC
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PA | 0.2 |
|
Tassel Capital Management Inc
✚
|
NC | 0.2 |