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| Pacific Portfolio Consulting LLC
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|
|---|---|
| CRD # | 139505 |
| SEC # | 801-66277 |
| CIK # | |
| AUM | $4.8 B (2025-03-27) |
| Employees | 22 (55% Investors, 0% Brokers) |
| Phone | 206-623-6641 |
| Address | 450 Alaskan Way S Seattle, WA 98104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | PPC Partners LLC | 2012-03-23 | 0.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 0.2 |
| (b) Individuals (high net worth individuals) | 190 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 42 | 2.7 |
| (h) Charitable organizations | 9 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 521 | 4.8 |
| By Discretionary | ||
| Discretionary | 487 | 2.3 |
| Non-Discretionary | 34 | 2.5 |
| Total | 521 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 521 | 4.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northside Capital Management LLC
✚
|
OR | 5.8 |
|
Balentine LLC
✚
|
GA | 5.3 |
|
Westmount Partners LLC
✚
|
CA | 5.2 |
|
EPIQ Capital Group LLC
✚
|
CA | 4.9 |
|
Mayflower Financial Advisors LLC
✚
|
MA | 4.8 |
|
Klingenstein Fields & Co LP
✚
|
NY | 4.7 |
|
The Clarius Group LLC
✚
|
WA | 4.7 |
|
IWP Wealth Management LLC
✚
|
CO | 3.9 |
|
Winthrop Capital Management LLC
✚
|
IN | 3.9 |
|
360 One Portfolio Managers Limited
✚
|
3.9 |