{
  "crd_number": 305066,
  "slug": "pacific-asset-management-london-305066",
  "primary_business_name": "PACIFIC ASSET MANAGEMENT",
  "legal_name": "PACIFIC CAPITAL PARTNERS LIMITED",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-17",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 20685630632.0,
  "raum_discretionary": 19480707632.0,
  "raum_non_discretionary": 1204923000.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 69,
  "advisory_employees": 21,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 5089500000.0,
      "count": 94,
      "description": "MODEL PORTFOLIO SERVICES"
    },
    "investment_companies": {
      "raum": 366746731.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 15229383901.0,
      "count": 33
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/pacific-asset-management",
    "https://pacificam.co.uk",
    "https://pacificam.co.uk/geme-etf"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305066",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/pacific-asset-management-london-305066",
  "display_name": "Pacific Asset Management",
  "summary": "Pacific Asset Management is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Pacific Asset Management (CRD 305066): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Pacific Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pacific Asset Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Pacific Asset Management located?",
      "a": "Pacific Asset Management's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Pacific Asset Management registered with the SEC or a state?",
      "a": "Pacific Asset Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 305066."
    },
    {
      "q": "How much does Pacific Asset Management manage?",
      "a": "Pacific Asset Management reports $20,685,630,632 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (94% discretionary)."
    },
    {
      "q": "How have Pacific Asset Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Pacific Asset Management: Regulatory assets under management: $2,977,729,092 in the October 2021 data and $20,685,630,632 in the October 2026 data, up 595%. Total employees: 35 in October 2021 and 69 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pacific Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (94); pooled investment vehicles (other than investment companies and business development companies) (33); investment companies (1)."
    },
    {
      "q": "Does Pacific Asset Management report any disciplinary disclosures?",
      "a": "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/305066"
    },
    {
      "q": "What changed in Pacific Asset Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 22 to 21. Regulatory assets under management went from $12,880,793,087 to $20,685,630,632 (+61%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2977729092.0,
      "total_employees": 35,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3199317148.0,
      "total_employees": 33,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4705701781.0,
      "total_employees": 48,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6171357719.0,
      "total_employees": 50,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 11183216316.0,
      "total_employees": 57,
      "filing_date": "2025-06-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 20685630632.0,
      "total_employees": 69,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 22 to 21.",
        "Regulatory assets under management went from $12,880,793,087 to $20,685,630,632 (+61%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 19 to 22.",
        "Regulatory assets under management went from $11,183,216,316 to $12,880,793,087 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pacific-asset-management-london-305066.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 366746731.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 33,
      "fewer_than_5": false,
      "raum": 15229383901.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 94,
      "fewer_than_5": false,
      "raum": 5089500000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305066",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}