# Pacific Value, LLC

> Pacific Value, LLC is an SEC-registered investment advisory firm in Boise, ID, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 147086
- Filed as: PACIFIC VALUE, LLC
- Also doing business as: PACIFIC VALUE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147086
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-value-llc-boise-id-147086

## Quick answers

**How is Pacific Value, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pacific Value, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Pacific Value, LLC located?**
Pacific Value, LLC's principal office is in Boise, ID, according to its Form ADV.

**Is Pacific Value, LLC registered with the SEC or a state?**
Pacific Value, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147086.

**How much does Pacific Value, LLC manage?**
Pacific Value, LLC reports $190,000,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Pacific Value, LLC's assets and staff changed since 2021?**
In the Form ADV data for Pacific Value, LLC: Regulatory assets under management: $141,000,000 in the October 2021 data and $190,000,000 in the October 2026 data, up 35%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pacific Value, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (52); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Pacific Value, 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/147086

**What changed in Pacific Value, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $172,000,000 to $190,000,000 (+10%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $190,000,000
- Discretionary: $190,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $40,000,000 |
| High net worth individuals | 52 | $116,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $12,000,000 |
| Charitable organizations | 1 | $4,000,000 |
| Corporations or other businesses not listed above | 1 | $18,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pacificvalue.net
- LinkedIn @ERIC-FREDBACK-527846A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $141,000,000 | 4 | March 26, 2021 |
| October 2022 | $150,000,000 | 4 | March 25, 2022 |
| October 2023 | $150,000,000 | 4 | March 30, 2023 |
| October 2024 | $156,000,000 | 4 | March 1, 2024 |
| October 2025 | $172,000,000 | 4 | March 26, 2025 |
| October 2026 | $190,000,000 | 4 | March 26, 2026 |

Regulatory assets under management: $141,000,000 in the October 2021 data and $190,000,000 in the October 2026 data, up 35%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $172,000,000 to $190,000,000 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Value, LLC (CRD 147086): Form ADV filing data as of October 2026.