Sign in Sign up for free

Pa Managed Accounts LLC (New York)


Pa Managed Accounts LLC is a large advisory firm based in New York. It manages $10.77 billion of regulatory assets for 26,321 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Logo

Pa Managed Accounts 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.

Pa Managed Accounts: assets under management

The assets under management (AUM) of Pa Managed Accounts LLC is $10.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.77 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $409.36 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pa Managed Accounts 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.

Indirect Owners

The SEC currently registers 19 indirect owners.

Name Entity Date acquired Ownership Employer ID
Allianz Paclife Partners Llc General partner and unitholder 1 May 2000 25% - 50% 33-0915825
Adam U.S. Holding Llc Managing member 1 May 2000 25% - 50% 95-1079000
Pacific Asset Management Llc Member 1 May 2000 25% - 50% 95-1079000
Pacific Life Insurance Company Member 1 May 2000 75% - 100% 95-1079000
Pacific Mutual Holding Company Member 1 May 2000 75% - 100% 33-0769202
Allianz Dresdner Asset Management Of America Llc Member 1 May 2000 75% - 100% 06-1605361
Inc. Allianz Of America Member 1 May 2000 75% - 100% 13-2883190
Allianz Aktiengesellschaft Stockholder 1 May 2000 75% - 100% 98-0122343
Allianz Global Investors Of America Llc Member 1 May 2000 75% - 100% 06-1605361
Allianz Dresdner Asset Management Of America L.P. Member 1 Jul 2001 75% - 100% 06-1349805
Allianz Global Investors Of America L.P. Member 1 Jul 2001 75% - 100% 06-1349805
Allianz Dresdner Asset Management Of America Llc Unitholder 1 Jan 2002 75% - 100% 06-1605361
Allianz Global Investors Of America Llc Unitholder 1 Jan 2002 75% - 100% 06-1605361
Allianz Dresdner Asset Management Of America Holdings Inc. Managing member 1 Jan 2003 Other 43-1993556
Pacific Life Insurance Company Member 1 Jan 2003 25% - 50% 95-1079000
Allianz Dresdner Asset Management Aktiengesellschaft Sole stockholder 1 Jan 2003 75% - 100% 00-0000000
Allianz Aktiengesellschaft Sole stockholder 1 Jan 2003 75% - 100% 98-0122343
Allianz Global Investors Of America Holdings Inc. Managing member 1 Jan 2003 Other 43-1993556
Allianz Global Investors Aktiengesellschaft Sole stockholder 1 Jan 2003 75% - 100% 00-0000000

Based in New York

The principal office where Pa Managed Accounts 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. An additional office of the firm is in Stamford, CT. 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 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.pimcoadvisors.com.


Registered investment advisers similar to Pa Managed Accounts LLC