Pacific Value, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boise, ID. Its latest Form ADV filing, dated March 26, 2026, reports $190M in regulatory assets under management, 4 employees, and 433 accounts.
Assets Under Management
$190M
Employees
4
Offices
--
Total Clients
169
Primary office
BOISE, ID
101 SOUTH CAPITOL BLVD., SUITE 502, BOISE, ID, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.1% of total clients.
Top client categories% of clientsClients
1
Individuals
65.1%
110
2
HNWI
30.8%
52
3
Pension Plans
3.0%
5
4
Charitable
0.6%
1
5
Corporations
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$190Mas of March 26, 2026
Discretionary100.0%
$190M
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.
Latest AUM$190M
Total Accounts433
10Y AUM Change+$53M (+38.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee42:1
10Y Employee Change-2 (-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.