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PACIFIC ASSET MANAGEMENT

LONDON, United Kingdom · CRD 305066 · IAPD ↗ · +44 203 970 3100

$20.69BRegulatory AUM
21Advisory reps
69Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

42
October 2026 — PACIFIC ASSET MANAGEMENT reported RAUM up 61% ($12.88B -> $20.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
July 2025 — PACIFIC ASSET MANAGEMENT grew from 15 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2025 — PACIFIC ASSET MANAGEMENT reported RAUM up 81% ($6.17B -> $11.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
36
October 2024 — PACIFIC ASSET MANAGEMENT reported RAUM up 31% ($4.71B -> $6.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.