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Pacific Oak Capital Advisors, LLC

CRD 299177SEC# 801-117321Costa Mesa, CA
Export (members)
No longer SEC-registered. Pacific Oak Capital Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.2B
Employees
11
Accounts
2
Location
Costa Mesa, CA

Pacific Oak Capital Advisors, LLC assets under management

Pacific Oak Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Costa Mesa, CA. It reports $3.2 billion in regulatory assets under management and employs 11 people.

Pacific Oak Capital Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Hans Dieter Henselman ControlChief Compliance OfficerUnder 5%2025
Keith David Hall ControlPrincipalUnder 5%2018
Pacific Oak Holding Group, LLC ControlMemberOver 75%2018
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Frequently asked questions

How much does Pacific Oak Capital Advisors, LLC manage?

Pacific Oak Capital Advisors, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.

How many employees does Pacific Oak Capital Advisors, LLC have?

Pacific Oak Capital Advisors, LLC reports 11 employees.

Where is Pacific Oak Capital Advisors, LLC located?

Pacific Oak Capital Advisors, LLC is based in Costa Mesa, CA.

Does Pacific Oak Capital Advisors, LLC disclose fund performance?

Pacific Oak Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3200 Park Center Drive, Suite 800, Costa Mesa, CA 92626
Office hours8:30 a.m. To 5:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$3.2B
Total (RAUM)$3.2B