Pimco Private Client Services LLC (New York)

Pimco Private Client Services LLC is a large advisory firm based in New York. It manages $632.94 million of regulatory assets for 264 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 Private Client Services 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.

Pimco Private Client Services: assets under management

The assets under management (AUM) of Pimco Private Client Services LLC is $632.94 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $632.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pimco Private Client Services 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.

Careers at Pimco Private Client Services LLC

John C Maney joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pimco Advisory Services Llc	Member	1 Jul 2001	75% - 100%	33-0977088
Stephen Joseph Treadway	Chief executive officer	1 Jul 2001	Other	1681478
Robert Michael Fitzgerald	Chief financial officer	1 Jul 2001	Other	2648004
Francis Casimir Poli	Chief compliance officer	1 Jul 2001	Other	1628917
Julius August Nicolai	Managing director and cio	1 Jul 2001	Other	347913
Pimco Advisory Services Holdings Llc	Member	1 Jul 2001	75% - 100%	33-0977088
John C Maney	Chief financial officer	1 Oct 2001	Other	4478905

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Allianz Paclife Partners Llc	General partner	1 May 2000	Other	33-0915825
Pimco Holding Llc	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	Sole stockholder	1 May 2000	75% - 100%	33-0769202
Allianz Ag	Sole stockholder	1 May 2000	75% - 100%	00-0000000
Pimco Advisors Lp	Member	1 Jul 2001	75% - 100%	105400
Allianz Asset Management Of America Llc	Member	1 Jul 2001	75% - 100%	06-1605361
Allianz Of America Inc	Member	1 Jul 2001	75% - 100%	107032
Munchner Ruckversicherungs Gesellschaft Ag	Shareholder	1 Jul 2001	25% - 50%	00-0000000

Based in New York

The principal office where Pimco Private Client Services 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. 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 9:00 a.m. to 5:00 p.m. on Monday - Friday.