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PACIFIC ASSET MANAGEMENT
Legal name: PACIFIC CAPITAL PARTNERS LIMITED
CRD 305066File 801-121528
APPROVED
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.69B
Top 10% of cohort (national)
Discretionary AUM
$19.48B
Non-discretionary $1.20B
Clients
34
128 accounts
Employees
69
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jun 17, 2021
- Principal office
- 74 WIGMORE STREET, LONDON, W1U 2SQ
- Phone
- +44 203 970 3100
- Website
- https://www.pacificam.co.uk
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.69B
- Discretionary AUM
- $19.48B
- Non-discretionary AUM
- $1.20B
- Discretionary accounts
- 86
- Non-discretionary accounts
- 42
- Total accounts
- 128
- AUM per client
- $608.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $366.7M |
| Pooled investment vehicles | 33 | $15.23B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 105 | 29 | decreased by76 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 50 | 62 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 71 | 105 | increased by34 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $6,171,357,719 | $12,880,793,087 | increased by$6,709,435,368 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 71 | 105 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 50 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 39 | 71 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,199,317,148 | $6,171,357,719 | increased by$2,972,040,571 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 39 | 71 | increased by32 |
| Oct 1, 2022 | Employees | 35 | 33 | decreased by2 |
| Oct 1, 2022 | Clients | 40 | 39 | decreased by1 |
| Oct 1, 2022 | AUM | $2,977,729,092 | $3,199,317,148 | increased by$221,588,056 |
| Oct 1, 2022 | Accounts | 40 | 39 | decreased by1 |
| Oct 1, 2021 | Employees | 28 | 35 | increased by7 |
| Oct 1, 2021 | Clients | 42 | 40 | decreased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PACIFIC ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PACIFIC ASSET” 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.