Pacific Oak Capital Advisors, LLC
CRD 299177SEC# 801-117321Costa Mesa, CA
No longer SEC-registered. Pacific Oak Capital Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.2B
Employees
11
Accounts
2
Location
Costa Mesa, CA
Pacific Oak Capital Advisors, LLC assets under management
Pacific Oak Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Costa Mesa, CA. It reports $3.2 billion in regulatory assets under management and employs 11 people.
Pacific Oak Capital Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hans Dieter Henselman Control | Chief Compliance Officer | Under 5% | 2025 |
| Keith David Hall Control | Principal | Under 5% | 2018 |
| Pacific Oak Holding Group, LLC Control | Member | Over 75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Pacific Oak Capital Advisors, LLC manage?
Pacific Oak Capital Advisors, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Pacific Oak Capital Advisors, LLC have?
Pacific Oak Capital Advisors, LLC reports 11 employees.
Where is Pacific Oak Capital Advisors, LLC located?
Pacific Oak Capital Advisors, LLC is based in Costa Mesa, CA.
Does Pacific Oak Capital Advisors, LLC disclose fund performance?
Pacific Oak Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3200 Park Center Drive, Suite 800, Costa Mesa, CA 92626 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$3.2BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$3.2Bregulatory AUM
Discretionary $0Non-discretionary $3.2B