Pimco Equity Advisors LLC (New York)


Pimco Equity Advisors LLC is a large advisory firm based in New York. It manages $7.3 billion of regulatory assets for 46 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 Equity Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. 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 Equity Advisors: assets under management

The assets under management (AUM) of Pimco Equity Advisors LLC is $7.3 billion. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.29 billion in discretionary accounts and $8.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $165.64 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.49 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pimco Equity Advisors LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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 20 indirect owners.

Name Entity Date acquired Ownership Employer ID
Allianz Paclife Partners Llc General partner 1 May 2000 25% - 50% 33-0915825
Pimco Holding Llc Managing member 1 May 2000 25% - 50% 95-1079000
Pacific Asset Management Llc Member 1 May 2000 50% - 75% 95-1079000
Pacific Life Insurance Company Member 1 May 2000 75% - 100% 95-1079000
Pacific Mutual Holding Company Sole stockholder 1 May 2000 75% - 100% 33-0769201
Allianz Asset Management Of America Llc Member 1 May 2000 75% - 100% 06-1605361
Allianz Of America Inc Member 1 May 2000 75% - 100% 107032
Allianz Ag Stockholder 1 May 2000 75% - 100% 00-0000000
Adam U.S. Holding Llc Managing member 1 May 2000 25% - 50% 95-1079000
Allianz Dresdner Asset Management Of America Llc Member 1 May 2000 75% - 100% 06-1605361
Allianz Aktiengesellschaft Stockholder 1 May 2000 75% - 100% 98-0122343
Pimco Advisors Lp Sole member 1 Jul 2001 75% - 100% 105400
Munchener Ruckversicherungs Gesellschaft Ag Stockholder 1 Jul 2001 25% - 50% 00-0000000
Allianz Dresdner Asset Management Of America L.P. Sole member 1 Jul 2001 75% - 100% 06-1349805
Allianz Dresdner Asset Management Of America Llc Unitholder 1 Jan 2002 25% - 50% 06-1605361
Pacific Life Insurance Company Member 1 Jan 2003 25% - 50% 95-1079000
Allianz Dresdner Asset Management Of America Holdings Inc. Managing member 1 Jan 2003 Other 43-1993556
Allianz Dresdner Asset Management Gmbh Stockholder 1 Jan 2003 75% - 100% 43-1993556
Allianz Aktiengesellschaft Stockholder 1 Jan 2003 75% - 100% 98-0122343
Allianz Dresdner Asset Management Aktiengesellschaft Stockholder 1 Jan 2003 75% - 100% 43-1993556

Based in New York

The principal office where Pimco Equity Advisors 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. The firm also has 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.-5:00 p.m. on Monday - Friday.