NEWPORT BEACH, CACRD 108989Latest ADV March 30, 2026
Paamco Prisma, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 30, 2026, reports $14.5B in regulatory assets under management, 37 employees, and 51 accounts.
Assets Under Management
$14.5B
Employees
37
Offices
--
Total Clients
47
Primary office
NEWPORT BEACH, CA
660 NEWPORT CENTER DRIVE, SUITE 930, NEWPORT BEACH, CA, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 89.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
89.4%
42
2
Pension Plans
10.6%
5
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.5Bas of March 30, 2026
Discretionary100.0%
$14.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$2M
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$14.5B
Total Accounts51
10Y AUM Change+$4.4B (+43.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee1:1
10Y Employee Change-115 (-75.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.