Investment adviser · CRD 108815

PRIVATE ASSET MANAGEMENT INC

Investment adviser filing (IA)

KIRKLAND, WA, United States · Form ADV filed Apr 30, 2026

Regulatory AUM
$109M
Form ADV · Item 5.F
Client accounts
177
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
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
High-net-worth individuals40$101,061,54592.3%
Individuals20$8,427,7877.7%
Filing source

Form ADV 2100650 · Apr 30, 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

4 Private funds

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

SOLAIRE PHOENIX, LLCReal Estate Fund · Last reported Mar 30, 2020$4.47MGross asset value

Form D fundraising filings

Solaire Phoenix, LLC

Auditor FRUCI & ASSOCIATES SPOKANE, Washington, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

FRUCI & ASSOCIATES
PCAOB 5658

Fund details & source
Fund ID
805-5462970012
Reported beneficial owners
42
Minimum commitment
$50K
Form D file number
021-229849

Form ADV 1401358 · Mar 30, 2020 · 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.

THE MEADOWS PHOENIX, LLCReal Estate Fund · Last reported Mar 6, 2014$2.89MGross asset value
Auditor BRANCH, RICHARDS & CO., P.S. SEATTLE, Washington, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3821663607
Reported beneficial owners
42
Minimum commitment
$25K

Form ADV 796230 · Mar 6, 2014 · 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.

VISTA VILLAGE PHOENIX, LLCReal Estate Fund · Last reported May 7, 2015$1.05MGross asset value
Auditor LOVERIDGE HUNT & CO. PLLC BELLEVUE, Washington, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5647459945
Reported beneficial owners
12
Minimum commitment
$50K

Form ADV 917591 · May 7, 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.

PLG FUND I, LLCSecuritized Asset Fund · Last reported Mar 30, 2020$274KGross asset value
Fund administrator PRIVATE LENDERS GROUP, LLC BELLEVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Custodian PRK FUNDING SERVICES BELLEVUE, Washington, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-3323229383
Reported beneficial owners
27
Minimum commitment
$25K
Form D file number
021-76005

Form ADV 1401358 · Mar 30, 2020 · 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: Apr 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4040 LAKE WASHINGTON BLVD NE, #305
KIRKLAND, WA, 98033, United States

CRD 108815

Filing source

Form ADV 2100650 · Apr 30, 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.