SAN FRANCISCO, CACRD 124365Latest ADV February 17, 2026
Pacific Heights Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated February 17, 2026, reports $7.3B in regulatory assets under management, 10 employees, 2 offices, and 4 accounts.
Assets Under Management
$7.3B
Employees
10
Offices
2 offices
Total Clients
5
Primary office
SAN FRANCISCO, CA
600 MONTGOMERY STREET, SUITE 4100, SAN FRANCISCO, CA, United States
Top client segmentInvestment Cos. represent 80.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
80.0%
4
2
Other Advisers
20.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.3Bas of February 17, 2026
Discretionary100.0%
$7.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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.
Total AUM$7.3B
Total Accounts4
10Y AUM Change+$4.5B (+161.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee1:1
10Y Employee Change-5 (-33.3%)
* 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.