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EURO PACIFIC ASSET MANAGEMENT, LLC
CRD 152922File 801-71199
APPROVED
Retail clients
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.18B
Top 25% of cohort (national)
Discretionary AUM
$2.18B
Clients
3,661
3,661 accounts
Employees
14
Top 25% of cohort in PR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 29, 2010
- Principal office
- LOTS 81-82, STREET C, SUITE 206, DORADO, PR, 00646
- Phone
- 1-866-878-2881
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.18B
- Discretionary AUM
- $2.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,661
- Non-discretionary accounts
- 0
- Total accounts
- 3,661
- AUM per client
- $596K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 69 | $60.5M |
| Investment companies | 5 | $1.13B |
| High net worth individuals | 124 | $303.7M |
| Individuals (other than high net worth individuals) | 3,463 | $685.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
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.