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| Keyboard |
| Pan Global Advisers LLC
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|---|---|
| CRD # | 301863 |
| SEC # | 801-115286 |
| CIK # | |
| AUM | 270.5 M (2026-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 949-878-9410 |
| Address | 4590 MacArthur Blvd, Suite 175 Newport Beach, CA 92660 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Pan Global Advisers Diversified Fund LP | [2019-12-02] | 18.7 M | |
| Filed 2019-04-16 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 6.7 |
| (b) Individuals (high net worth individuals) | 0 | 13.4 |
| (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 | 17.5 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 83.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 148.3 |
| (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 | 300 | 270.5 |
| By Discretionary | ||
| Discretionary | 295 | 177.0 |
| Non-Discretionary | 5 | 93.4 |
| Total | 300 | 270.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.5 | |
| Total | 300 | 270.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Evan Pan | Executive Officer | 6 | 3 | |
| Pan Global Advisers LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
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|---|---|---|
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