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PACIFIC ASSET MANAGEMENT, LLC
CRD 115157File 801-60894
APPROVED
Retail clients
Custody
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$384.8M
Below cohort median (national)
Discretionary AUM
$384.8M
Clients
377
377 accounts
Employees
7
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 4, 2002
- Principal office
- 4320 HARBORVIEW DR, GIG HARBOR, WA, 98332
- Phone
- 253-649-4600
- Website
- HTTP://WWW.PACIFICASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $384.8M
- Discretionary AUM
- $384.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 377
- Non-discretionary accounts
- 0
- Total accounts
- 377
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.0M |
| High net worth individuals | 122 | $279.6M |
| Pension and profit sharing plans | 5 | $9.6M |
| Individuals (other than high net worth individuals) | 248 | $91.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.