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| Pacific Portfolio Consulting LLC
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|
|---|---|
| CRD # | 139505 |
| SEC # | 801-66277 |
| CIK # | |
| AUM | $4.1 BB (2023-03-30) |
| Employees | 23 (52% Investors, 0% Brokers) |
| Phone | 206-623-6641 |
| Address | 701 5th Avenue Seattle, WA 98104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | PPC Partners LLC | 2012-03-23 | 0.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 0.1 |
| (b) Individuals (high net worth individuals) | 356 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 2.5 |
| (h) Charitable organizations | 12 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 535 | 4.1 |
| By Discretionary | ||
| Discretionary | 492 | 1.4 |
| Non-Discretionary | 43 | 2.7 |
| Total | 535 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 535 | 4.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Northside Capital Management LLC
✚
|
OR | 4.6 |
|
EPIQ Capital Group LLC
✚
|
CA | 4.4 |
|
Balentine LLC
✚
|
GA | 4.4 |
|
Klingenstein Fields & Co LP
✚
|
NY | 4.3 |
|
McCutchen Group LLC
✚
|
WA | 3.9 |
|
Imperial Fund Capital Partners LLC
✚
|
FL | 3.9 |
|
Americana Partners LLC
✚
|
TX | 3.8 |
|
Truvvo Partners LLC
✚
|
NY | 3.8 |
|
HQ Investments LLC
✚
|
CT | 3.7 |
|
IWP Wealth Management LLC
✚
|
CO | 3.6 |