# Pacific Asset Management

> 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.

- CRD: 305066
- Filed as: PACIFIC ASSET MANAGEMENT
- Legal name: Pacific Capital Partners Limited
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305066
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-asset-management-london-305066

## Quick answers

**How is Pacific Asset Management compensated?**
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.

**Where is Pacific Asset Management located?**
Pacific Asset Management's principal office is in London, United Kingdom, according to its Form ADV.

**Is Pacific Asset Management registered with the SEC or a state?**
Pacific Asset Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 305066.

**How much does Pacific Asset Management manage?**
Pacific Asset Management reports $20,685,630,632 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (94% discretionary).

**How have Pacific Asset Management's assets and staff changed since 2021?**
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.

**What types of clients does Pacific Asset Management serve?**
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).

**Does Pacific Asset Management 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/305066

**What changed in Pacific Asset Management's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,685,630,632
- Discretionary: $19,480,707,632
- Non-discretionary: $1,204,923,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $366,746,731 |
| Pooled investment vehicles (other than investment companies and business development companies) | 33 | $15,229,383,901 |
| Other | 94 | $5,089,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 69 total, 21 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pacificam.co.uk
- pacificam.co.uk/geme-etf
- LinkedIn @pacific-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,977,729,092 | 35 | September 29, 2021 |
| October 2022 | $3,199,317,148 | 33 | September 29, 2022 |
| October 2023 | $4,705,701,781 | 48 | September 27, 2023 |
| October 2024 | $6,171,357,719 | 50 | September 26, 2024 |
| October 2025 | $11,183,216,316 | 57 | June 13, 2025 |
| October 2026 | $20,685,630,632 | 69 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- 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).

### December 2025
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Asset Management (CRD 305066): Form ADV filing data as of October 2026.