Pimco Private Client Services LLC (New York)
Pimco Private Client Services LLC is a large advisory firm based in New York. It manages $632.94 million of regulatory assets for 264 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Pimco Private Client Services provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Pimco Private Client Services: assets under management
The assets under management (AUM) of Pimco Private Client Services LLC is $632.94 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Pimco Private Client Services LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Pimco Private Client Services LLC
John C Maney joined the executive team most recently as the Chief Financial Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 10 indirect owners.Based in New York
The principal office where Pimco Private Client Services LLC performs its advisory services is located at 1345 Avenue Of The Americas, New York, NY 10105 The mailing address of the firm is 888 San Clemente Drive, Newport Beach, CA 92660. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (212) 739-3000 or by fax (212) 739-3948. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.
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