Pan Global Advisers, LLC

EST. AUM
$270,491,294

CONTACTS

CLIENT ACCOUNTS
300

Firm Details

Metro area Los Angeles
CRD Number 301863
Website panglobaladvisers.com
Client types

Overview

Pan Global Advisers, LLC is an SEC-registered investment adviser based in Costa Mesa, California, formed in 2018 and specializing in providing alternative investments to its clients. It is a subsidiary of Tax Efficient Asset Management Solution, Inc. (TEAMS), an SEC-registered RIA that functions as a multi-family office managing over $250 million for family offices, high-net-worth individuals, non-profits, endowments, and other institutional investors, with offices in Costa Mesa (Orange County) and Pasadena (Los Angeles County). Pan Global manages approximately $225.7 million and provides individually tailored investment portfolios, financial plans, and consulting for families, individuals, and non-profits, and also serves as sub-adviser to TEAMS. The firm was founded by Evan Pan, CFA, its Managing Member and Chief Investment Officer, a seasoned institutional investor who has served since 2014 as Chief Investment Officer of The Fuller Foundation, previously oversaw the public-markets portfolio as Director of Investments at the California Institute of Technology (Caltech) endowment (2009–2014), and spent nine years at PIMCO as a Vice President in global fixed income (including Head of Risk Management Asia across Sydney, Singapore, and Tokyo), as well as time as a portfolio manager and senior currency trader at Dimensional Fund Advisors. TEAMS is co-owned by Evan Pan and Timothy Lee Voorhees (President).

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Pan Global Advisers, LLC

Platform Details

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