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PAN GLOBAL ADVISERS, LLC
CRD 301863File 801-115286
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$270.5M
Below cohort median (national)
Discretionary AUM
$177.0M
Non-discretionary $93.4M
Clients
20
300 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 15, 2019
- Principal office
- 4590 MACARTHUR BLVD., SUITE 175, NEWPORT BEACH, CA, 92660
- Phone
- 949-878-9410
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $270.5M
- Discretionary AUM
- $177.0M
- Non-discretionary AUM
- $93.4M
- Discretionary accounts
- 295
- Non-discretionary accounts
- 5
- Total accounts
- 300
- AUM per client
- $13.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $83.6M |
| Other investment advisers | Fewer than 5 | $148.3M |
| High net worth individuals | Fewer than 5 | $13.4M |
| Pooled investment vehicles | 1 | $17.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.0M |
| Individuals (other than high net worth individuals) | 19 | $6.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.