{
  "crd_number": 104719,
  "slug": "pacific-income-advisers-inc-el-segundo-ca-104719",
  "primary_business_name": "PACIFIC INCOME ADVISERS INC",
  "legal_name": "PACIFIC INCOME ADVISERS INC",
  "dbas": [],
  "city": "El Segundo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1986-09-04",
  "years_registered": 40,
  "period": "2026-10-01",
  "filing_date": "2026-06-25",
  "carried_forward": false,
  "raum_total": 2249434000.0,
  "raum_discretionary": 2249434000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 14,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 436189000.0,
      "count": 17,
      "description": "TAFT HARTLEY"
    },
    "charitable": {
      "raum": 116766000.0,
      "count": 58
    },
    "individuals": {
      "raum": 343311000.0,
      "count": 2374
    },
    "state_municipal": {
      "raum": 122971000.0,
      "count": 10
    },
    "investment_companies": {
      "raum": 753050000.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 80132000.0,
      "count": 23
    },
    "pooled_investment_vehicles": {
      "raum": 2000000.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 266510000.0,
      "count": 94
    },
    "sovereign_wealth_foreign_official": {
      "raum": 128505000.0,
      "count": 91
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://linkedin.com/company/pacific-income-advisers",
    "https://pacificincome.com",
    "https://pacificincome.com/mutual-funds"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104719",
  "city_as_filed": "EL SEGUNDO",
  "url": "https://advisorcensus.com/firm/pacific-income-advisers-inc-el-segundo-ca-104719",
  "display_name": "Pacific Income Advisers Inc",
  "summary": "Pacific Income Advisers Inc is an SEC-registered investment advisory firm in El Segundo, CA, registered since 1986, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 25, 2026.",
  "citation": "AdvisorCensus. Pacific Income Advisers Inc (CRD 104719): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Pacific Income Advisers Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pacific Income Advisers Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Pacific Income Advisers Inc located?",
      "a": "Pacific Income Advisers Inc's principal office is in El Segundo, CA, according to its Form ADV."
    },
    {
      "q": "Is Pacific Income Advisers Inc registered with the SEC or a state?",
      "a": "Pacific Income Advisers Inc is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 104719."
    },
    {
      "q": "How much does Pacific Income Advisers Inc manage?",
      "a": "Pacific Income Advisers Inc reports $2,249,434,000 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Pacific Income Advisers Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Pacific Income Advisers Inc: Regulatory assets under management: $4,795,000,000 in the October 2021 data and $2,249,434,000 in the October 2026 data, down 53%. Total employees: 27 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pacific Income Advisers Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,374); corporations or other businesses not listed above (94); sovereign wealth funds and foreign official institutions (91)."
    },
    {
      "q": "Which custodians does Pacific Income Advisers Inc use?",
      "a": "Pacific Income Advisers Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pacific Income Advisers Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104719"
    },
    {
      "q": "What changed in Pacific Income Advisers Inc's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4795000000.0,
      "total_employees": 27,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2232441000.0,
      "total_employees": 16,
      "filing_date": "2022-07-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1831014000.0,
      "total_employees": 14,
      "filing_date": "2023-05-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1962896000.0,
      "total_employees": 14,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2107440000.0,
      "total_employees": 14,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2249434000.0,
      "total_employees": 14,
      "filing_date": "2026-06-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "Wells Fargo Clearing Services, LLC",
      "name_as_filed": "WELLS FARGO CLEARING SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/pacific-income-advisers-inc-el-segundo-ca-104719.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2374,
      "fewer_than_5": false,
      "raum": 343311000.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 753050000.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2000000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 80132000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 58,
      "fewer_than_5": false,
      "raum": 116766000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 122971000.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 91,
      "fewer_than_5": false,
      "raum": 128505000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 94,
      "fewer_than_5": false,
      "raum": 266510000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 17,
      "fewer_than_5": false,
      "raum": 436189000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104719",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}