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| Pacific Asset Management LLC
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|
|---|---|
| CRD # | 115157 |
| SEC # | 801-60894 |
| CIK # | 0001844577, 0002054012 |
| AUM | $384.8 M (2026-06-11) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 253-649-4600 |
| Address | 4320 Harborview Dr Gig Harbor, WA 98332 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 91.5 |
| (b) Individuals (high net worth individuals) | 122 | 279.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 384.8 |
| By Discretionary | ||
| Discretionary | 377 | 384.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 377 | 384.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 384.8 | |
| Total | 377 | 384.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844577] | |
| 3 | [0001844577] | |
| 13F-HR | [0002054012] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Aristotle Pacific Capital, LLC | |
| Aristotle Pacific Enhanced CLO Income Fund |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Pacific Private Fund Advisors LLC
✚
|
CA | 12.2 |
|
Pacific Asset Management LLC
✚
|
WA | 0.4 |
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|---|---|---|
|
Missionpoint Partners LLC
✚
|
0.4 | |
|
DS Investment Advisors
✚
|
MI | 0.4 |
|
Evexia Wealth LLC
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|
WI | 0.4 |
|
Lowery Thomas LLC
✚
|
0.4 | |
|
Wills Financial Group LLC
✚
|
VA | 0.4 |
|
Alden Investment Advisors LLC
✚
|
PA | 0.4 |
|
Ranch Capital Advisors Inc
✚
|
FL | 0.4 |
|
Wittenberg Investment Management Inc
✚
|
0.4 | |
|
Ketron Financial LLC
✚
|
CA | 0.4 |
|
Dougherty & Associates Financial Advisors Inc
✚
|
MN | 0.4 |