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PACIFIC ASSET MANAGEMENT
Legal name: PACIFIC CAPITAL PARTNERS LIMITED
CRD 305066File 801-121528
APPROVED
Filing as of Sep 25, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$12.88B
Top 10% of cohort (national)
Discretionary AUM
$11.97B
Non-discretionary $915.2M
Clients
29
105 accounts
Employees
62
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
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.88B
- Discretionary AUM
- $11.97B
- Non-discretionary AUM
- $915.2M
- Discretionary accounts
- 69
- Non-discretionary accounts
- 36
- Total accounts
- 105
- AUM per client
- $444.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $45.6M |
| Pooled investment vehicles | 28 | $9.74B |
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 105 | 29 |
| 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.