Allianz Global Investors Fund Management LLC (New York)


Allianz Global Investors Fund Management LLC is a large advisory firm based in New York. It manages $29.72 billion of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

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Allianz Global Investors Fund Management provides portfolio management for investment companies and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allianz Global Investors Fund Management: assets under management

The assets under management (AUM) of Allianz Global Investors Fund Management LLC is $29.72 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.72 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $450.34 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allianz Global Investors Fund Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Allianz Global Investors Fund Management LLC

Barbara Ruth Claussen joined the executive team most recently as the Member Of Management Board.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Francis Casimir Poli Chief legal officer 1 May 2000 Other 1628917
Allianz Global Investors U.S. Holdings Llc Member 1 Jul 2001 75% - 100% 33-0977088
Allianz Global Investors Retail Holdings Llc Member 1 Jul 2001 75% - 100% 33-0977088
Allianz Global Investors U.S. Retail Llc Member 1 Jul 2001 75% - 100% 33-0977088
Allianz Global Investors U.S. Llc Member 1 Jul 2001 75% - 100% 33-0977088
John C Maney Chief financial officer 1 Oct 2001 Other 4478905
Brian Scott Shilissel Chief fund administrator 1 Jan 2003 Other 2382040
Marna Cupp Whittington Member of management board 1 Jun 2004 Other 2552997
Andrew Jay Meyers Managing director and coo 1 Jul 2004 Other 1406093
Marna Cupp Whittington Member of management board 1 Jul 2004 Other 2552997
David C. Flattum Member of management board 1 Jul 2004 Other 4433623
Brian Scott Shilissel Chief fund administrator 1 Jul 2004 Other 2382040
Brian Scott Shlissel Executive vice president 1 Jul 2004 Other 2382040
Udo Frank Member of management board 1 Jul 2004 Other 4648701
Bruce Lewis Koepfgen Member of management board 1 Aug 2004 Other 830273
Udo Frank Member of management board 1 Aug 2004 Other 4648701
Edward Blake Moore Member of management board 1 Sep 2004 Other 2406234
Edward Blake Moore Member of management board 1 Feb 2005 Other 2406234
Emory Clifton Hoover Member of management board 1 Feb 2005 Other 1735351
Kevin Francis Murphy Chief compliance officer 1 Jun 2005 Other 4733916
William Vincent Healey Chief legal officer 1 Jan 2006 Other 1551214
Brian Scott Shlissel Executive vice president 1 Nov 2006 Other 2382040
Barbara Ruth Claussen Member of management board 1 Jan 2007 Other 2230890
John Charles Maney Member of management board 1 Jan 2007 Other 4478905
John C Maney Member of management board 1 Dec 2007 Other 4478905
Michael James Puntoriero Chief financial officer 1 Dec 2007 Other 5392633
William Vincent Healey Chief compliance officer 1 May 2008 Other 1551214
Edward Blake Moore Chief executive officer 1 Jul 2008 Other 2406234
Pamela Mccarthy Wooster Head of risk management 1 Aug 2008 Other 1366184
Thomas Joseph Fuccillo Chief legal officer 1 Sep 2008 Other 2204906
Albert Anthony Pisano Chief compliance officer 1 Sep 2008 Other 1658886
Albert Pisano Chief compliance officer 1 Sep 2008 Other 1658886
Brian Scott Shlissel Managing director 1 Jan 2010 Other 2382040
John Charles Maney Managing director and chief executive officer 1 Jan 2011 Other 4478905
Udo Frank Chair of management board 1 Jan 2011 Other 4648701
Brian Joseph Gaffney Member of management board 1 Mar 2011 Other 1977659
Brian Scott Shlissel Member of management board 1 Mar 2011 Other 2382040
Gerard Patrick Marino Member of management board 1 Mar 2011 Other 1844358
Scott T Migliori Member of management board 1 Mar 2011 Other 2805164
Stephen Charles Sexauer Member of management board 1 Mar 2011 Other 1668042
Horacio Andres Valeiras Member of management board 1 Mar 2011 Other 1721084
Thomas William Oliver Member of management board 1 Nov 2011 Other 4837266
John Charles Carroll Member of management board 1 Feb 2012 Other 1662116
David Boyd Jobson Member of management board 1 Feb 2012 Other 4800715
Christopher Randolph Townsend Member of management board 1 Feb 2012 Other 2060587
Julian Fernand Sluyters Member of management board 1 Nov 2012 Other 2209394
Udo Frank Member of management board 1 Jul 2013 Other 4648701
Erin Bengtson Olivieri Chief financial officer 1 Apr 2014 Other 2809467
Erin Bengtson Olivieri Member of management board 1 Jun 2014 Other 2809467
James Martin Barling Chief compliance officer 1 Jun 2014 Other 3172037
Thomas Lowell Harter Chief compliance officer 1 Sep 2014 Other 4926740
Susan Matteson King Member of management board 1 Dec 2014 Other 1917282
Barbara Ruth Claussen Member of management board 1 Oct 2015 Other 2230890

Indirect Owners

The SEC currently registers 34 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Allianz Of America Member 1 May 2000 75% - 100% 13-2883190
Adam U.S. Holding Llc Managing member 1 May 2000 25% - 50% 95-1079000
Pacific Mutual Holding Company Stockholder 1 May 2000 75% - 100% 33-0769202
Allianz Global Investors Of America Llc Member 1 May 2000 75% - 100% 06-1605361
Allianz Aktiengesellschaft Stockholder 1 May 2000 75% - 100% 98-0122343
Allianz Paclife Partners Llc General partner/ unitholder 1 May 2000 Other 33-0915825
Allianz Global Investors U.S. Holding Llc Managing member 1 May 2000 25% - 50% 95-1079000
Allianz Societas Europaea Stockholder 1 May 2000 75% - 100% 98-0122343
Allianz Se Stockholder 1 May 2000 75% - 100% 98-0122343
Allianz Asset Management Of America L.P. Member 1 Jul 2001 75% - 100% 06-1349805
Allianz Global Investors Of America L.P. Member 1 Jul 2001 75% - 100% 06-1349805
Allianz Global Investors Of America Llc Unitholder 1 Jan 2002 75% - 100% 06-1605361
Pacific Life Insurance Company Member 1 Jan 2003 25% - 50% 95-1079000
Allianz Global Investors Of America Holdings Inc. Managing member 1 Jan 2003 Other 43-1993556
Allianz Global Investors Aktiengesellschaft Sole stockholder 1 Jan 2003 75% - 100% 00-0000000
Allianz Aktiengesellschaft Stockholder 1 Jan 2003 75% - 100% 98-0122343
Allianz Societas Europaea Stockholder 1 Jan 2003 75% - 100% 98-0122343
Allianz Se Stockholder 1 Jan 2003 75% - 100% 98-0122343
Allianz Asset Management Of America Holdings Inc. Managing member 1 Jan 2003 Other 43-1993556
Allianz Asset Management Aktiengesellschaft Sole stockholder 1 Jan 2003 75% - 100% 98-0443854
Allianz Argos 6 Vermogensverwaltungsgesellschaft Mbh Stockholder 1 Jun 2005 25% - 50% 00-0000000
Allianz Aktiengesellschaft Sole stockholder 1 Jun 2005 75% - 100% 98-0122343
Allianz Finanbeteiligungs Gmbh Sole stockholder 1 Jun 2005 75% - 100% 00-0000000
Allianz Societas Europaea Sole stockholder 1 Jun 2005 75% - 100% 98-0122343
Allianz Finanzbeteiligungs Gmbh Sole stockholder 1 Jun 2005 75% - 100% 00-0000000
Allianz Se Sole stockholder 1 Jun 2005 75% - 100% 98-0122343
Az Argos 6 Vermoegensverwaltungsgesellschaft Mbh Stockholder 1 Jun 2005 25% - 50% 00-0000000
Allianz Asset Management Of America Llc Partner 1 Dec 2009 75% - 100% 06-1605361
Allianz Global Investors Of America Llc General partner 1 Dec 2009 75% - 100% 06-1605361
Allianz Global Investors U.S. Holding Llc Limited partner 1 Dec 2009 25% - 50% 95-1079000
Allianz Asset Management Of America Llc Partner 1 Dec 2009 75% - 100% 06-1605361
Allianz Finanzbeteiligungs Gmbh Stockholder 1 Aug 2010 25% - 50% 00-0000000
Allianz Se Sole stockholder 1 Jun 2012 75% - 100% 98-0122343
Allianz Europe B.V. Sole stockholder 1 Jun 2012 75% - 100% 00-0000000

Based in New York

The principal office where Allianz Global Investors Fund Management LLC performs its advisory services is located at 1633 Broadway, New York, NY 10019 7585, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212)739-3000 or by fax (212)739-3948. The normal business hours are 9:00 a.m. - 5:00 p.m. (new york time) on Monday - Friday. You can find more information about the New York firm at us.allianzgi.com.