Pacific Heights Asset Management LLC

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CAFR Data
Pacific Heights Asset Management LLC
CRD #124365
SEC #801-61673
CIK #
AUM $2.0 BB (100% Disc, 100% US, 2020-02-10)
Employees13 (15% Investors, 31% Brokers)
Phone415-398-8000
Address600 Montgomery Street
San Francisco, CA 94111-2816
Source [IAPD]
Total AUM ($BB)
2016128402003200920152021
Sector Issuer Cap ($MM) Value ($MM)
TPL 4,560.0 43.3
FCX 13,450.0 42.0
FB 661,560.0 33.8
LMT 104,380.0 27.5
ESS 16,170.0 24.5
TWLO 27,510.0 24.1
COST 134,590.0 21.4
AMGN 130,830.0 20.6
AVB 22,570.0 17.4
APD 52,520.0 17.0
View All
Holdings by Sector ($)
2.82.21.71.10.60.02014201620182020
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Rexiter Capital Management Limited
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OFI Private Investments Inc
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Pacific Financial Group LLC
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I-QU & Co Management LP
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LaSalle Investment Management Securities BV
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Halcyon Securitized Products Investors LP
NY 2.0
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