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| Pacific Capital Partners Limited
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| CRD # | 305066 |
| SEC # | 801-121528 |
| CIK # | 0002064920 |
| AUM | 12.88 B (2025-09-25) |
| Employees | 62 (35% Investors, 0% Brokers) |
| Phone | 442039703100 |
| Address | 74 Wigmore Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Autozone Inc | 7.1 | ||
| Progressive Corp/Oh/ | 6.9 | ||
| Schwab Charles Corp | 6.3 | ||
| Middleby Corp | 6.3 | ||
| Advanced Micro Devices Inc | 4.7 | ||
| Union Pacific Corp | 4.6 | ||
| Nvidia Corp | 4.4 | ||
| Applied Materials Inc /DE | 3.8 | ||
| Comcast Corp | 3.5 | ||
| Charter Communications Inc /MO/ | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Pacific NOS Global EM Equity Fund | [2024-09-26] | 322.1 M | 371.3 M |
| Filed 2025-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Pacific Capital UCITS Funds PLC - Pacific North of South EM All Cap Equity | 2020-09-28 | 501.8 M | |
| Other | Pacific North of South EM All Cap Equity Fund | [2019-08-22] | 103.2 M | 102.9 M |
| Filed 2025-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 28 | 9.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 76 | 3.1 |
| Total | 105 | 12.9 |
| By Discretionary | ||
| Discretionary | 69 | 12.0 |
| Non-Discretionary | 36 | 0.9 |
| Total | 105 | 12.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.3 | |
| United States Persons | 0.6 | |
| Total | 105 | 12.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Global Trust Company | Director | 52 | 17 | |
| Pacific Capital Partners Limited | Promoter | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002064920] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| LEI | 5493003HJLKER4CD8821 |
| Comparable Firms | State | AUM |
|---|---|---|
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First Sentier Investors UK IM Limited
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13.27 B | |
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Devenir Investment Advisors LLC
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Altrinsic Global Advisors LLC
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