# PACIFIC OAK CAPITAL ADVISORS, LLC

PACIFIC OAK CAPITAL ADVISORS, LLC of COSTA MESA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 299177
- Type: SEC-registered investment adviser
- SEC file number: 801-117321
- Location: 3200 PARK CENTER DRIVE, SUITE 800, COSTA MESA, CA, 92626
- Phone: 866-722-6257
- Latest filing: 2025-10-16
- Regulatory AUM: $3.2B
- Non-discretionary AUM: $3.2B
- Clients: 11
- Accounts: 2

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [Michael Bender](https://search.stillhousedata.com/person/142631) | CHIEF FINANCIAL OFFICER | Miami Beach, FL |
| [Peter Mcmillan](https://search.stillhousedata.com/person/264534) | MEMBER, MANAGER; PRINCIPAL | San Francisco, CA |
| [Keith David Hall](https://search.stillhousedata.com/person/680626) | MEMBER, MANAGER; PRINCIPAL | — |
| [Ryan Anthony Schluttenhofer](https://search.stillhousedata.com/person/680627) | CHIEF ACCOUNTING OFFICER | — |
| [Hans Dieter Henselman](https://search.stillhousedata.com/person/680628) | CHIEF COMPLIANCE OFFICER | — |
| [Matthew Mai](https://search.stillhousedata.com/person/692936) | CHIEF COMPLIANCE OFFICER | — |
| [HENSELMAN HANS DIETER](https://search.stillhousedata.com/person/792362) | CHIEF COMPLIANCE OFFICER | — |
| [MCMILLAN PETER](https://search.stillhousedata.com/person/795527) | MEMBER, MANAGER; PRINCIPAL; PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| [HALL KEITH DAVID](https://search.stillhousedata.com/person/819146) | MEMBER, MANAGER; PRINCIPAL | — |
| [Bender Michael](https://search.stillhousedata.com/person/856794) | CHIEF FINANCIAL OFFICER | — |
| [Mai Matthew](https://search.stillhousedata.com/person/871644) | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| COSTA MESA | CA | 9 | (949) 627-4908 |
| COSTA MESA | CA | 9 | (949) 627-4908 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299177/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299177/similar
- Related entities: https://search.stillhousedata.com/firm/299177/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299177

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.