Pacific Asset Management

RIASEC Registered
Total AUM
$20.7B
Discretionary
$19.5B
94% of AUM
Avg account
$162M
Accounts
128
Employees
69
Advisory reps
4

Firm details

Headquarters
London,
CRD number
305066
Registered since
June 17, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles73.62%
  • Other24.6%
  • Investment Companies1.77%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pacific Asset Management is a limited liability company that provides portfolio management for pooled investment vehicles and investment companies and operates in a CPO/CTA capacity. The firm is registered with the SEC (registration year 2021) and positions itself as an institutional manager and fund provider rather than a multi-family office or capital allocator. Ownership is split between a foreign entity and an individual. Fee arrangements include a percentage-of-AUM component and performance-based fees. Pacific Asset Management does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 4
  • Amrusta Blignaut

    Amrusta Blignaut

    Chief Compliance OfficerCRD 7155541

  • Matthew Lamb

    Matthew Lamb

    Chief Executive OfficerCRD 7155575

  • James Davidson

    James Davidson

    Chief Operating OfficerCRD 7317536

Unlock 1 more executives →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
74 Wigmore St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth