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Pan Global Advisers, LLC

● SEC registered since 2019CRD 301863SEC# 801-115286Costa Mesa, CA
Export (members)
Ranks #4,635 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$225.7M
Fund GAV
$19.5M
Private funds
1
Employees
3
Accounts
309
Location
Costa Mesa, CA

Pan Global Advisers, LLC assets under management

Pan Global Advisers, LLC is a registered investment adviser overseen by the SEC based in Costa Mesa, CA. The firm has been registered since 2019. It reports $225.7 million in regulatory assets under management and employs 3 people. Pan Global Advisers, LLC manages 1 private fund with combined gross assets of $19.5 million, including Pan Global Advisers Diversified Fund, LP. By regulatory assets, it ranks 4,635 of 5,911 private fund managers.

Pan Global Advisers, LLC private funds

1 funds · $19.5M GAV
FundTypeGross assetsMin.
Pan Global Advisers Diversified Fund, LPOther Private$19.5M$100K

Pan Global Advisers, LLC owners & executives

6 reported
NameTitleOwnershipSince
Evan Tai Pan ControlManaging Member And Chief Investment OfficerUnder 5%2018
Lara Marie Johnston ControlChief Compliance OfficerUnder 5%2023
Tax Efficient Asset Management Solution, Inc. ControlMemberOver 75%2019
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Frequently asked questions

How much does Pan Global Advisers, LLC manage?

Pan Global Advisers, LLC reports $225.7 million in regulatory assets under management on its Form ADV.

How many private funds does Pan Global Advisers, LLC manage?

Pan Global Advisers, LLC manages 1 private funds with combined gross assets of $19.5 million.

How many employees does Pan Global Advisers, LLC have?

Pan Global Advisers, LLC reports 3 employees.

Where is Pan Global Advisers, LLC located?

Pan Global Advisers, LLC is based in Costa Mesa, CA and has been SEC-registered since 2019.

Does Pan Global Advisers, LLC disclose fund performance?

Pan Global Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address650 Town Center Drive, Suite 890, Costa Mesa, CA 92626
Phone949-878-9410
Office hours9:00 To 5:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$141.1M
Non-discretionary$84.6M
Total (RAUM)$225.7M