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Pacific Oak Capital Markets Employee Directory

Capital MarketsCalifornia, United States11-50 Employees

Pacific Oak Capital Markets operates as a wholesaler and managing broker-dealer focused on alternative investment offerings. It serves financial professionals, including registered representatives and registered investment advisers, by distributing opportunities in real estate, private equity, and other alternative assets. Based in Costa Mesa, California, the firm, a small to mid-sized operation, works within the capital markets to connect capital with investment opportunities. 

Leadership appointments reflect its regional expansion, with Tracy Mousner named senior regional vice president for Southern California in December 2024, and Jim Kenney appointed to the Northwest Territory in August 2023. The organization concentrates on supporting financial professionals in selecting offerings that align with client objectives in the alternative investments space.

Find Pacific Oak Capital Markets employees' phone numbers or email addresses

Pacific Oak Capital Markets Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Pacific Oak Capital Markets's Leadership

  • Stylized image of a person
    H. Y.
    Director
    Phone icon
    Mobile Phone

Pacific Oak Capital Markets Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Legal
  • Sales
  • Accounting
  • Administrative
  • Other
  • Banking

Contact profiles from Pacific Oak Capital Markets

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. Y.
    Director
    Phone icon
    Mobile Phone
    United States
    Oct 17, 2025

Frequently Asked Questions

What is Pacific Oak Capital Markets known for?

Minus sign iconPlus sign iconPacific Oak Capital Markets was founded in 2018 operates in the Capital Markets industry. The company's main headquarters is located in 3200 Park Center Drive Suite 600 Costa Mesa, California 92626 United States. Explore Pacific Oak Capital Markets's company overview page for more information.

What is Pacific Oak Capital Markets's most common email format?

Minus sign iconPlus sign iconPacific Oak Capital Markets employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pacific Oak Capital Markets email formats with LeadIQ.

How many employees does Pacific Oak Capital Markets have currently?

Minus sign iconPlus sign iconPacific Oak Capital Markets has approximately 18 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Pacific Oak Capital Markets's key employees and leadership?

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As of February 2026, Pacific Oak Capital Markets's key employees include:

  • Director: H. Y.

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