Pacific Life Fund Advisors LLC

Pacific Life Fund Advisors LLC provides discretionary investment management to pooled investment vehicles, including affiliated mutual fund series and a private investment fund, managing approximately $42.8 billion in assets. Its clients are pooled and institutional investors—such as pension plans, endowments, insurance companies, distribution platforms and certain high‑net‑worth investors—rather than individual retail accounts.

PLFA typically operates as a manager‑of‑managers, selecting, contracting with and overseeing affiliated and unaffiliated sub‑advisers while supervising valuation, compliance, risk management and trade execution; its advisory fees are generally based on a percentage of assets under management. For its Private Fund PLFA focuses on an Investment Grade Trade Receivables strategy that generally allocates at least 55% of assets to buyer‑confirmed trade receivables and related non‑financial corporate obligations.

Distinctive features include its corporate affiliation with Pacific Life (an insurance company), its role as adviser to a registered investment company (Pacific Select Fund), and its registration as a commodity pool operator—characteristics that are less common among investment managers that primarily serve pooled vehicles. Because PLFA generally pays sub‑advisers from its advisory fee and may appoint affiliated sub‑advisers, the firm maintains documented due‑diligence, oversight and conflicts‑management procedures related to sub‑adviser selection and related‑party arrangements.