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PAN GLOBAL ADVISERS, LLC
CRD 301863 · SEC 801-115286
4590 MACARTHUR BLVD., SUITE 175, NEWPORT BEACH, CA, 92660, United States
Phone
949-878-9410
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$270.5M
Discretionary AUM
$177.0M
Team
3 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $6.7M |
| Pooled investment vehicles | 1 | $17.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD