Investment adviser · CRD 301863

PAN GLOBAL ADVISERS, LLC

Investment adviser filing (IA)

NEWPORT BEACH, CA, United States · Form ADV filed Sep 18, 2026

Regulatory AUM: $270M
Client accounts: 300
Employees: 3
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other investment advisers	Fewer than 5	$148,259,042	54.8%
Charities	Fewer than 5	$83,605,007	30.9%
Pooled investment vehicles	1	$17,484,594	6.5%
High-net-worth individuals	Fewer than 5	$13,393,943	5.0%
Individuals	19	$6,712,880	2.5%
Retirement plans	Fewer than 5	$1,035,828	0.4%

Filing source

Form ADV 2133532 · Sep 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PAN GLOBAL ADVISERS DIVERSIFIED FUND, LPOther Private Fund · Last reported Sep 18, 2026$18.7MGross asset value

Form D fundraising filings

Pan Global Advisers Diversified Fund, L.P.

Fund administrator EISNERAMPER FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS AND PARTNERS, LLP MEDFORD, Oregon, United States

Custodian WESTERN ALLIANCE BANCORPORATION SAN JOSE, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ASHLAND PARTNERS AND PARTNERS, LLP
PCAOB 3783

WESTERN ALLIANCE BANCORPORATION
LEI 5493003VJXZ5JXT9S762

Fund details & source

Fund ID: 805-2887752716
Reported beneficial owners: 15
Minimum commitment: $100K
Form D file number: 021-337455

Form ADV 2133532 · Sep 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 18, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

4590 MACARTHUR BLVD., SUITE 175
NEWPORT BEACH, CA, 92660, United States

CRD 301863

Filing source

Form ADV 2133532 · Sep 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.