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PAAMCO PRISMA, LLC
CRD 108989File 801-57416
APPROVED
Custody
Filing as of May 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$14.45B
Top 10% of cohort (national)
Discretionary AUM
$14.45B
Non-discretionary $2.0M
Clients
47
51 accounts
Employees
37
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 31, 2000
- Principal office
- 660 NEWPORT CENTER DRIVE, SUITE 930, NEWPORT BEACH, CA, 92660
- Phone
- 949-261-4900
- Website
- HTTPS://WWW.PAAMCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.45B
- Discretionary AUM
- $14.45B
- Non-discretionary AUM
- $2.0M
- Discretionary accounts
- 49
- Non-discretionary accounts
- 2
- Total accounts
- 51
- AUM per client
- $307.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.6M |
| Pooled investment vehicles | 42 | $14.44B |
| Pension and profit sharing plans | 5 | $4.1M |
| State or municipal government entities | Fewer than 5 | $3.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 39 | 37 | decreased by2 |
| Apr 1, 2026 | Clients | 52 | 47 | decreased by5 |
| Apr 1, 2026 | AUM | $5,214,738,590 | $14,451,096,438 | increased by$9,236,357,848 |
| Apr 1, 2026 | Accounts | 56 | 51 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 49 | 39 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 85 | 52 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $15,588,229,080 | $5,214,738,590 | decreased by$10,373,490,490 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 88 | 56 | decreased by32 |
| Apr 1, 2022 | Employees | 67 | 49 | decreased by18 |
| Apr 1, 2022 | Clients | 73 | 85 | increased by12 |
| Apr 1, 2022 | AUM | $7,191,106,191 | $15,588,229,080 | increased by$8,397,122,889 |
| Apr 1, 2022 | Accounts | 78 | 88 | increased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PAAMCO PRISMA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PAAMCO PRISMA” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.