Euro Pacific Asset Management, LLC

RIASEC Registered

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$596K

Accounts

3,661

Employees

Advisory reps

Firm details

Headquarters: Dorado, PR
CRD number: 152922
Registered since: March 29, 2010
Website: europacificfunds.com
Custodians: UMB FINANCIAL SERVICES, INC., NATIONAL FINANCIAL SERVICES LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: Investment Companies51.85%
Individuals31.45%
HNWI13.93%
Corporations / Businesses2.78%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Euro Pacific Asset Management, LLC operates as an institutional RIA organized as a limited liability company and is owned by an individual. The firm is registered with the SEC (registered in 2010) and charges fees based on a percentage of assets under management. Its client mix includes both individual and family clients as well as institutional investors. Euro Pacific acts as a registered representative of a broker-dealer and focuses its advisory work on portfolio management for individuals and small businesses, investment companies, and businesses or institutions. The firm does not position itself as an active ESG investor and is not reported as a multi-state or newly formed adviser.