SEC-Registered Investment Adviser
Pan Global Advisers, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 18, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- May 15, 2019
- Principal office
- 4590 Macarthur Blvd., Suite 175, Newport Beach, CA 92660
- Organized as
- Limited Liability Company, WY
- Fiscal year end
- December
- Other offices
- 1
- Website
- www.familyofficeria.com
Scale
- Regulatory AUM
- $270.5M
- Discretionary / non-discretionary
- $177.0M / $93.4M
- Accounts
- 300
- Clients
- 3
- Employees
- 3, 1 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $18.7M
- Fund types
- 1 other private funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- individuals (other than high net worth) (19); high net worth individuals; pooled investment vehicles (1); pension and profit sharing plans; charitable organizations; other investment advisers
- Related persons include
- another investment adviser, a lawyer or law firm and an insurance company or agency
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 18, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.