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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRIVATE ASSET MANAGEMENT INC

CRD 108815

KIRKLAND, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:56732da7-8f56-e602-c29d-a7c56ed998b5

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 1
Observed: Mar 30, 2012 to Apr 30, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Private Asset Management Inc

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $109MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $79.6M
Private client RAUM: $109MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $54.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 177
Individual clients: 20
High net worth clients: 40
Custody, client assets: $82.9M
SEC number: 801-52507
CRD: 108815
Filings on the tape: 30
First filed: Mar 30, 2012
Latest filed: Apr 30, 2026
Organised: Corporation, WA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL LAWRENCE THAYER	n/a	KIRKLAND, WA	30	42	n/a	no
CLARISSA CANDELARIO	n/a	KIRKLAND, WA	2	26	5	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SOLAIRE PHOENIX, LLC	Real Estate Fund	$4.5M	Mar 30, 2020	42	Mar 12, 2015	dropped	021-229849
THE MEADOWS PHOENIX, LLC	Real Estate Fund	$2.9M	Mar 6, 2014	42	Mar 30, 2012	dropped	n/a
VISTA VILLAGE PHOENIX, LLC	Real Estate Fund	$1.1M	May 7, 2015	12	Mar 30, 2012	dropped	n/a
PLG FUND I, LLC	Securitized Asset Fund	$273,545	Mar 30, 2020	27	Mar 30, 2012	dropped	021-76005

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
THAYER, MICHAEL, LAWRENCE	CHIEF COMPLIANCE OFFICER	D	yes	10/2004	Mar 30, 2012	Feb 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PAM REAL ESTATE GROUP II, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$109M	$79.6M	4	4	0	n/a	n/a
2024	Mar 31, 2025	$105M	$0	3	2	0	n/a	n/a
2023	Feb 27, 2024	$169M	$39.9M	3	2	0	n/a	n/a
2022	Mar 22, 2023	$167M	$11.0M	3	2	0	n/a	n/a
2021	Mar 8, 2022	$169M	$11.4M	3	2	0	n/a	n/a
2020	Mar 10, 2021	$151M	$11.2M	4	2	0	n/a	n/a
2019	Mar 30, 2020	$127M	$10.6M	4	2	0	2	$4.7M
2018	Feb 27, 2019	$118M	$9.3M	4	3	0	2	$5.5M
2017	Mar 7, 2018	$122M	$7.4M	4	3	0	2	$5.5M
2016	Jan 16, 2017	$115M	$6.0M	4	3	n/a	2	$5.8M
2015	Feb 25, 2016	$106M	$5.5M	4	3	n/a	2	$6.7M
2014	Mar 12, 2015	$116M	$5.3M	4	3	n/a	3	$7.7M
2013	Feb 28, 2014	$109M	$0	3	2	n/a	3	$6.9M
2012	Mar 28, 2013	$99.1M	$0	3	2	n/a	3	$9.9M
2011	Mar 30, 2012	$95.4M	$0	n/a	n/a	n/a	3	$11.1M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$109M	$105M	4.1%	$167M	-13.2%	4	3	0	0

Relationships

Registered with (3)

← CLARISSA CANDELARIOAdvisorregistration: current employment
Sep 9, 2024 to presentfactForm ADV
← MICHAEL LAWRENCE THAYERAdvisorregistration: current employment
Sep 18, 1996 to presentfactForm ADV
← DAVID GINO GIANNINIAdvisorregistration: previous registration
Nov 10, 2014 to Aug 1, 2024factForm ADV

Controls (1)

← THAYER, MICHAEL, LAWRENCEOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 30, 2012 to Feb 27, 2024factForm ADV

Advises (4)

→ PLG FUND I, LLCPrivate fundSecuritized Asset Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2020factForm ADV
→ SOLAIRE PHOENIX, LLCPrivate fundReal Estate Fund, IA, no longer reported
Mar 12, 2015 to Mar 30, 2020factForm ADV
→ VISTA VILLAGE PHOENIX, LLCPrivate fundReal Estate Fund, IA, no longer reported
Mar 30, 2012 to May 7, 2015factForm ADV
→ THE MEADOWS PHOENIX, LLCPrivate fundReal Estate Fund, IA, no longer reported
Mar 30, 2012 to Mar 6, 2014factForm ADV

Dated events

Occurred
Aug 1, 2024
Advisor changed firm
David Gino Giannini left Private Asset Management Inc for Truvista Advisors Llc (registered 2024-06-06)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56732da7-8f56-e602-c29d-a7c56ed998b5
First observed: Mar 30, 2012
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRIVATE ASSET MANAGEMENT INC

CRD 108815

KIRKLAND, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:56732da7-8f56-e602-c29d-a7c56ed998b5

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL LAWRENCE THAYER

n/a

KIRKLAND, WA

n/a

CLARISSA CANDELARIO

n/a

KIRKLAND, WA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SOLAIRE PHOENIX, LLC

Real Estate Fund

$4.5M

Mar 30, 2020

Mar 12, 2015

dropped

021-229849

THE MEADOWS PHOENIX, LLC

Real Estate Fund

$2.9M

Mar 6, 2014

Mar 30, 2012

dropped

n/a

VISTA VILLAGE PHOENIX, LLC

Real Estate Fund

$1.1M

May 7, 2015

Mar 30, 2012

dropped

n/a

PLG FUND I, LLC

Securitized Asset Fund

$273,545

Mar 30, 2020

Mar 30, 2012

dropped

021-76005

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

THAYER, MICHAEL, LAWRENCE

CHIEF COMPLIANCE OFFICER

yes

10/2004

Mar 30, 2012

Feb 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PAM REAL ESTATE GROUP II, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$109M

$79.6M

n/a

2024

Mar 31, 2025

$105M

n/a

2023

Feb 27, 2024

$169M

$39.9M

n/a

2022

Mar 22, 2023

$167M

$11.0M

n/a

2021

Mar 8, 2022

$169M

$11.4M

n/a

2020

Mar 10, 2021

$151M

$11.2M

n/a

2019

Mar 30, 2020

$127M

$10.6M

$4.7M

2018

Feb 27, 2019

$118M

$9.3M

$5.5M

2017

Mar 7, 2018

$122M

$7.4M

$5.5M

2016

Jan 16, 2017

$115M

$6.0M

n/a

$5.8M

2015

Feb 25, 2016

$106M

$5.5M

n/a

$6.7M

2014

Mar 12, 2015

$116M

$5.3M

n/a

$7.7M

2013

Feb 28, 2014

$109M

n/a

$6.9M

2012

Mar 28, 2013

$99.1M

n/a

$9.9M

2011

Mar 30, 2012

$95.4M

n/a

$11.1M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$109M

$105M

4.1%

$167M

-13.2%