← Tributary

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC

MANHATTAN BEACH, CA · CRD 311351 · IAPD ↗ · pacificavenuecapital.com · 424.955.6388

$2.98BRegulatory AUM
33Advisory reps
42Employees
0Clients
n/aPlanning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC reported RAUM up 119% ($1.36B -> $2.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2026 — PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC grew from 27 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC reported RAUM up 26% ($1.08B -> $1.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC grew from 18 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
59
April 2024 — PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC grew from 14 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC crossed $1B in regulatory AUM ($420.1M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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