Investment adviser · CRD 139505

PACIFIC PORTFOLIO CONSULTING, LLC

Investment adviser filing (IA)

SEATTLE, WA, United States · Form ADV filed Mar 27, 2025

Regulatory AUM
$4.79B
Form ADV · Item 5.F
Client accounts
521
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
12
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans42$2,723,583,90456.9%
High-net-worth individuals190$1,493,260,37731.2%
Individuals270$247,511,7075.2%
Charities9$240,783,1635.0%
Corporations & businesses10$82,626,7091.7%
Filing source

Form ADV 1967896 · Mar 27, 2025 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PPC PARTNERS, LLCPrivate Equity Fund · Last reported Apr 2, 2015$193KGross asset value
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian THE COMMERCE BANK OF WASHINGTON SEATTLE, Washington, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4262103542
Reported beneficial owners
33
Minimum commitment
$100K
Form D file number
021-80018682

Form ADV 907255 · Apr 2, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

450 ALASKAN WAY S, SUITE 500
SEATTLE, WA, 98104, United States

CRD 139505

Filing source

Form ADV 1967896 · Mar 27, 2025 · 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.