# Paamco Prisma, LLC

> Paamco Prisma, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 8, 2026.

- CRD: 108989
- Filed as: PAAMCO PRISMA, LLC
- Also doing business as: PAAMCO, PAAMCO PRISMA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108989
- AdvisorCensus page: https://advisorcensus.com/firm/paamco-prisma-llc-newport-beach-ca-108989

## Quick answers

**How is Paamco Prisma, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Paamco Prisma, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Paamco Prisma, LLC located?**
Paamco Prisma, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Paamco Prisma, LLC registered with the SEC or a state?**
Paamco Prisma, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108989.

**How much does Paamco Prisma, LLC manage?**
Paamco Prisma, LLC reports $14,451,096,438 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (100% discretionary).

**How have Paamco Prisma, LLC's assets and staff changed since 2021?**
In the Form ADV data for Paamco Prisma, LLC: Regulatory assets under management: $7,191,106,191 in the October 2021 data and $14,451,096,438 in the October 2026 data, up 101%. Total employees: 67 in October 2021 and 37 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paamco Prisma, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (42); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Paamco Prisma, LLC use?**
Paamco Prisma, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Bank of New York Mellon as a custodian holding 10% or more of its separately managed account assets.

**Does Paamco Prisma, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108989

**What changed in Paamco Prisma, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 32 to 33. Regulatory assets under management went from $5,214,738,590 to $14,451,096,438 (+177%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- The Bank of New York Mellon

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $14,451,096,438
- Discretionary: $14,449,082,050
- Non-discretionary: $2,014,388

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 42 | $14,441,124,853 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $4,052,827 |
| Charitable organizations | Fewer than 5 | $2,631,331 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $3,287,427 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 37 total, 33 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paamco.com
- paamcoprisma.com
- prisma.paamcoprisma.com
- LinkedIn @paamco

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,191,106,191 | 67 | August 1, 2021 |
| October 2022 | $15,588,229,080 | 49 | June 10, 2022 |
| October 2023 | $8,147,676,158 | 45 | March 30, 2023 |
| October 2024 | $9,320,091,885 | 44 | June 25, 2024 |
| October 2025 | $5,214,738,590 | 39 | March 31, 2025 |
| October 2026 | $14,451,096,438 | 37 | May 8, 2026 |

Regulatory assets under management: $7,191,106,191 in the October 2021 data and $14,451,096,438 in the October 2026 data, up 101%.
Total employees: 67 in October 2021 and 37 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 32 to 33.
- Regulatory assets under management went from $5,214,738,590 to $14,451,096,438 (+177%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paamco Prisma, LLC (CRD 108989): Form ADV filing data as of October 2026.