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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

PACIFIC MANAGEMENT LTD

CRD 106624

SAN FRANCISCO, CA

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:7e07d004-cc75-8699-4915-bf638278be0e

Data as of Jul 13, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Jul 13, 2012
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $12.6MItem 5.F on the latest filing (2012-07-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $12.6M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $12.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Advisory employees: 0
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $12.6Mgross asset value as reported per fund; never fund size
Custody, client assets: $12.6M
SEC number: 801-17459
CRD: 106624
Filings on the tape: 4
First filed: Mar 30, 2012
Latest filed: Jul 13, 2012
Organised: Partnership, California

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
ROBERT MERRILL STAFFORD	n/a	SAUSALITO, CA	14	43	1	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
PACIFIC ASSET PARTNERS	Hedge Fund	$12.6M	Jul 13, 2012	22	Mar 30, 2012	reported	n/a

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
STAFFORD, ROBERT, MERRILL	GENERAL PARTNER/CHIEF COMPLIANCE OFFICER	E	yes	08/1983	Mar 30, 2012	Jul 13, 2012
MURPHY, WILLIAM, HERBERT	SPECIAL LIMITED PARTNER	A	no	01/2006	Mar 30, 2012	Jul 13, 2012
STEPHENS, CRAIG, ARTHUR	GENERAL PARTNER	B	no	07/2007	Mar 30, 2012	Jul 13, 2012

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
STAFFORD CAPITAL MANAGEMENT LLC	n/a	Former SEC adviser	$50.9M	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 30, 2012	$12.6M	$12.6M	n/a	0	n/a	1	$12.6M

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	0	0

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
2011	$12.6M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Registered with (1)

← ROBERT MERRILL STAFFORDAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV

Affiliated with (2)

→ STAFFORD CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
← STAFFORD CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (1)

→ PACIFIC ASSET PARTNERSPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV

Owns (2)

← MURPHY, WILLIAM, HERBERTOwnerSPECIAL LIMITED PARTNER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← STEPHENS, CRAIG, ARTHUROwnerGENERAL PARTNER, ownership code B, individual
Mar 30, 2012 to presentfactForm ADV

Controls (1)

← STAFFORD, ROBERT, MERRILLOwnerGENERAL PARTNER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e07d004-cc75-8699-4915-bf638278be0e
First observed: Mar 30, 2012
Last observed: Jul 13, 2012 172 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.

PACIFIC MANAGEMENT LTD

CRD 106624

SAN FRANCISCO, CA

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:7e07d004-cc75-8699-4915-bf638278be0e

Data as of Jul 13, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:33 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT MERRILL STAFFORD

n/a

SAUSALITO, CA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PACIFIC ASSET PARTNERS

Hedge Fund

$12.6M

Jul 13, 2012

Mar 30, 2012

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STAFFORD, ROBERT, MERRILL

GENERAL PARTNER/CHIEF COMPLIANCE OFFICER

yes

08/1983

Mar 30, 2012

Jul 13, 2012

MURPHY, WILLIAM, HERBERT

SPECIAL LIMITED PARTNER

01/2006

Mar 30, 2012

Jul 13, 2012

STEPHENS, CRAIG, ARTHUR

GENERAL PARTNER

07/2007

Mar 30, 2012

Jul 13, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STAFFORD CAPITAL MANAGEMENT LLC

n/a

Former SEC adviser

$50.9M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 30, 2012

$12.6M

n/a

$12.6M

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

2011

$12.6M

n/a