PACIFIC OAK CAPITAL ADVISORS, LLC of COSTA MESA, CA is an SEC-registered investment adviser (CRD 299177). Regulatory assets under management: $3.2B.
Compensation: % of AUM, Performance, Other.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Michael Bender | CHIEF FINANCIAL OFFICER | Miami Beach, FL |
| Peter Mcmillan | MEMBER, MANAGER; PRINCIPAL | San Francisco, CA |
| Keith David Hall | MEMBER, MANAGER; PRINCIPAL | — |
| Ryan Anthony Schluttenhofer | CHIEF ACCOUNTING OFFICER | — |
| Hans Dieter Henselman | CHIEF COMPLIANCE OFFICER | — |
| Matthew Mai | CHIEF COMPLIANCE OFFICER | — |
| HENSELMAN HANS DIETER | CHIEF COMPLIANCE OFFICER | — |
| MCMILLAN PETER | MEMBER, MANAGER; PRINCIPAL; PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| HALL KEITH DAVID | MEMBER, MANAGER; PRINCIPAL | — |
| Bender Michael | CHIEF FINANCIAL OFFICER | — |
| Mai Matthew | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| COSTA MESA | CA | 9 | (949) 627-4908 |
| COSTA MESA | CA | 9 | (949) 627-4908 |