PAN GLOBAL ADVISERS, LLC other names

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Adviser Profile

As of Date:

05/24/2024

Adviser Type:

- Large advisory firm

Number of Employees:

3

of those in investment advisory functions:

1 -50.00%

Registration:

SEC, Approved, 5/15/2019

AUM:

200,237,093 5.19%

of that, discretionary:

126,139,177 4.37%

Private Fund GAV:

21,677,689

Avg Account Size:

730,792 1.74%

% High Net Worth:

16.00% -62.67%

SMA’s:

YES

Private Funds:

1

Contact Info

949 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
129M 111M 92M 74M 55M 37M 18M
2019 2020 2021 2022 2023

Recent News

Pan Global Resources to effect up to $2M private placement financing of securities
10/04/2023

Seeking Alpha

Pan Global Resources gets new finance chief
08/11/2022

Seeking Alpha

Pan Global Resources Inc.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Pan Global Corp.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Daura Capital Corp. Signs Definitive Agreement for Proposed Qualifying Transaction
03/30/2021

Daura has advanced to Estrella the sum of $25,000 as a non-refundable deposit, and loaned to Estrella $75,000, plus an additional US$115,000 (collectively, the "Loans").The Loans are secured by ...

finanznachrichten.de

How (not) to fix a housing crash
03/30/2021

rather than pan-global investment banks such as Merrill Lynch spending $1.3 billion to keep First Franklin running...or Credit Suisse funding the defunct ResMAE...or Bear Stearns picking up Encore ...

moneyweek.com


Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $21,677,689

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Private Funds



Employees




Brochure Summary

Overview

Description of Advisory Firm Pan Global Advisers, LLC is a limited liability company formed in the State of Wyoming in 2018. Tax Efficient Asset Management Solution, Inc. (“TEAMS”) is the principal owner and Evan Pan serves as the firm’s Managing Member and Chief Investment Officer. Timothy Lee Voorhees (CRD Number 856280) is fifty (50%) percent owner and President of TEAMS. Evan Pan (CRD Number 301863), owns fifty (50%) percent of TEAMS. As of December 31, 2023, Pan Global manages $126,139,177 on a discretionary basis and $74,097,916 on a non- discretionary basis. Types of Advisory Services Investment Management Services We are in the business of managing individually tailored investment portfolios. Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy or an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation target. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity
needs. We may also review and discuss a client’s prior investment history, as well as family composition and background. Account supervision is guided by the stated objectives of the client (e.g., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Fees pertaining to this service are outlined in Item 5 of this brochure. Sub-Advisory Services We provide discretionary investment services under a sub-advisory relationship to our affiliated investment adviser, TEAMS. This includes investment supervisory services to TEAMS’s clients. Client Tailored Services and Client Imposed Restrictions We offer the same suite of services to all of our clients. However, specific client financial plans and their implementation are dependent upon a client Risk Tolerance Questionnaire (RTQ), which outlines each client’s current situation (income, tax levels, and risk tolerance levels) and is used to construct a client specific plan to aid in the selection of a portfolio that matches restrictions, needs, and targets. Wrap Fee Programs We do not sponsor nor participate in a wrap fee program.