Pan Global Advisers, Llc
- Regulatory AUM
- $270M
- Discretionary
- $177M
- Clients
- 20
- Avg AUM / client
- $13.5M
- Accounts
- 300
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $6.7M | 2.48% |
| High net worth individuals | Fewer than 5 clients | $13.4M | 4.95% |
| Pooled investment vehicles (non-investment companies) | 1 | $17.5M | 6.46% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.0M | 0.38% |
| Charitable organizations | Fewer than 5 clients | $83.6M | 30.9% |
| Other investment advisers | Fewer than 5 clients | $148M | 54.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $21.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pan Global Advisers Diversified Fund, Lp | Other Private Fund | Delaware | $21.7M | 15 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Lee Voorhees | President | Apr 2008 (18y) | ≈ 37.5% – 75% via Tax Efficient Asset Management Solution, Inc. | |
| Evan Tai Pan | Managing Member And Chief Investment Officer | CFA | May 2018 (8y) | ≈ 37.5% – 75% via Tax Efficient Asset Management Solution, Inc. |
| Johnston, Lara, Marie | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tax Efficient Asset Management Solution, Inc. | Member | Jan 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Timothy Lee Voorhees: 50% – 75% of Tax Efficient Asset Management Solution, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Evan Tai Pan: 50% – 75% of Tax Efficient Asset Management Solution, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $21.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pan Global Advisers Diversified Fund, Lp | Other Private Fund | $21.7M | $100K | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $127M (47% of AUM) Mar 2026
- U.S. Bank $64.0M (89% of AUM) Jun 2020
- Western Alliance Bank $20.9M (9% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗