Investment adviser · CRD 115157
PACIFIC ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
GIG HARBOR, WA, United States · Form ADV filed Jun 11, 2026
- Regulatory AUM
- $385M Form ADV · Item 5.F
- Client accounts
- 377 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 122 | $279,601,000 | 72.7% |
| Individuals | 248 | $91,519,000 | 23.8% |
| Retirement plans | 5 | $9,621,000 | 2.5% |
| Corporations & businesses | Fewer than 5 | $4,012,000 | 1.0% |
Filing source
Form ADV 2112792 · Jun 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 11, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
4320 HARBORVIEW DRGIG HARBOR, WA, 98332, United States
CRD 115157
Filing source
Form ADV 2112792 · Jun 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.