PAN GLOBAL ADVISERS, LLC
CRD #301863 SEC #801-115286 COSTA MESA, CA 949-878-9410
SEC Registered Private Funds
Total AUM
$225.7M
Discretionary
$141.1M
Employees
3
Clients
26
Accounts
309
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSTON, LARA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSTON, LARA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnston, Lara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | NA | Control |
| PAN, EVAN, TAI | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | NA | Control |
| PAN, EVAN, TAI | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | NA | Control |
| PAN, EVAN, TAI | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | NA | Control |
| PAN, EVAN, TAI | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | NA | Control |
| PAN, EVAN, TAI | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | NA | Control |
| PAN, EVAN, TAI | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | NA | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | E | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | D | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | D | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | D | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | D | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | D | Control |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | DE | MEMBER | D | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | A | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | A | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | A | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | A | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | A | Control |
| PAN, EVAN | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | E | Control |
| PAN, EVAN, TAI | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | D | Control |
| PAN, EVAN, TAI | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | D | Control |
| PAN, EVAN, TAI | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | D | Control |
| PAN, EVAN, TAI | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | D | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | D | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | D | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | D | Control |
| VOORHEES, TIMOTHY, LEE | I | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
CA NC
Address
650 TOWN CENTER DRIVESUITE 890
COSTA MESA, CA 92626
United States
Phone: 949-878-9410