Pacific Asset Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated September 25, 2025, reports $12.9B in regulatory assets under management, 62 employees, and 105 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentMODEL PORTFOLIO SERVICES represent 72.4% of total clients.
Top client categories% of clientsClients
1
MODEL PORTFOLIO SERVICES
72.4%
76
2
Pooled Investment Vehicles
26.7%
28
3
Investment Cos.
1.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12.9Bas of September 25, 2025
Discretionary92.9%
$12.0B
93% of total RAUM92.9%
Non-discretionary7.1%
$915M
7% of total RAUM7.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$12.9B
Total Accounts105
10Y AUM Change+$10.1B (+364.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees62
Clients per Employee2:1
10Y Employee Change+34 (+121.4%)
* 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.