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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

PACIFIC ASSET MANAGEMENT

PACIFIC CAPITAL PARTNERS LIMITED, CRD 305066

LONDON

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:9b83c3a2-e0fd-b6f7-a47f-2e04b1c74527

Data as of Sep 25, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 5
On other graphs: 0
Observed: May 18, 2021 to Sep 25, 2025
8 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: asset managerderivedprivate_client_share=0.0 fund_share=0.76 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $13BItem 5.F on the latest filing (2025-09-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $12B
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: 0
Employees: 62
Advisory employees: 22
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 105
Private funds: 2Schedule D 7.B(1)
SEC number: 801-121528
CRD: 305066
Filings on the tape: 8
First filed: May 18, 2021
Latest filed: Sep 25, 2025
Organised: Limited Liability Company

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 CAPITAL UCITS FUNDS PLC - PACIFIC NORTH OF SOUTH EM ALL CAP EQUITY	Other Private Fund	$502M	Sep 29, 2021	10	Sep 28, 2020	dropped	n/a
PACIFIC NOS GLOBAL EM EQUITY FUND	Other Private Fund	$190M	Sep 26, 2024	2	Sep 26, 2024	reported	021-524010
PACIFIC NORTH OF SOUTH EM ALL CAP EQUITY FUND	Other Private Fund	$50.7M	Sep 26, 2024	2	Aug 22, 2019	reported	021-348453

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
BLIGNAUT, AMRUSTA, NMN	CHIEF COMPLIANCE OFFICER AND EXECUTIVE DIRECTOR	Na	yes	09/2015	May 18, 2021	Sep 26, 2024
DAVIDSON, JAMES, DANIEL	CHIEF OPERATING OFFICER AND EXECUTIVE DIRECTOR	Na	yes	08/2019	May 18, 2021	Sep 26, 2024
Jones, Michael, Daryl	CHIEF FINANCIAL OFFICER	Na	yes	06/2022	Sep 29, 2022	Sep 26, 2024
LAMB, MATTHEW, CHARLES WILLIAM	CHIEF EXECUTIVE OFFICER AND EXECUTIVE DIRECTOR	Na	yes	12/2016	May 18, 2021	Sep 26, 2024
PACIFIC ASSET MANAGEMENT LLP	Shareholder	E	yes	04/2024	Sep 26, 2024	Sep 26, 2024
BECKWITH, HENRY, JOHN	NON-EXECUTIVE DIRECTOR	Na	no	07/2020	May 18, 2021	Sep 26, 2024
BECKWITH, JOHN, LIONEL	Shareholder	E	no	08/1994	May 18, 2021	Sep 26, 2024
EYLES, TIMOTHY, GEORGE	NON-EXECUTIVE DIRECTOR	Na	no	11/2020	Sep 29, 2021	Sep 26, 2024
PACIFIC INVESTMENTS LIMITED	Shareholder	E	no	01/2002	May 18, 2021	Sep 26, 2024
PACIFIC INVESTMENTS MANAGEMENT LIMITED	Shareholder	C	no	05/2021	May 18, 2021	Sep 26, 2024
PACIFIC INVESTMENTS MANAGEMENT LIMITED	Shareholder	E	no	05/2021	May 18, 2021	Sep 26, 2024
PAM ASSET MANAGEMENT HOLDINGS LIMITED	Shareholder	C	no	04/2024	Sep 26, 2024	Sep 26, 2024
SWEENEY, NEIL, WILLIAM	NON-EXECUTIVE DIRECTOR	Na	no	11/2022	Sep 27, 2023	Sep 26, 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
NORTH OF SOUTH CAPITAL LLP	n/a	Asset manager	$6.7B	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	Private funds	Fund GAV
2024	Sep 26, 2024	$6.2B	$5.4B	50	15	2	$240M
2023	Sep 27, 2023	$4.7B	$4.1B	48	18	1	$36.2M
2022	Sep 29, 2022	$3.2B	$3.1B	33	11	1	$44.5M
2021	Sep 29, 2021	$3.0B	$2.8B	35	11	2	$580M

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
2024	$13B	$4.7B	173.7%	$3.0B	62.9%	62	48	0	0

Relationships

Affiliated with (2)

← NORTH OF SOUTH CAPITAL LLPRegistered adviserother investment adviser
factForm ADV
→ NORTH OF SOUTH CAPITAL LLPRegistered adviserother investment adviser, common control
factForm ADV

Advises (3)

→ PACIFIC NORTH OF SOUTH EM ALL CAP EQUITY FUNDPrivate fundOther Private Fund, IA
Aug 22, 2019 to presentfactForm ADV
→ PACIFIC NOS GLOBAL EM EQUITY FUNDPrivate fundOther Private Fund, IA
Sep 26, 2024 to presentfactForm ADV
→ PACIFIC CAPITAL UCITS FUNDS PLC - PACIFIC NORTH OF SOUTH EM ALL CAP EQUITYPrivate fundOther Private Fund, IA, no longer reported
Sep 28, 2020 to Sep 29, 2021factForm ADV

Owns (7)

← BECKWITH, JOHN, LIONELOwnerSHAREHOLDER, ownership code E, individual
May 18, 2021 to Sep 26, 2024factForm ADV
← SWEENEY, NEIL, WILLIAMOwnerNON-EXECUTIVE DIRECTOR, ownership code NA, individual
Sep 27, 2023 to Sep 26, 2024factForm ADV
← BECKWITH, HENRY, JOHNOwnerNON-EXECUTIVE DIRECTOR, ownership code NA, individual
May 18, 2021 to Sep 26, 2024factForm ADV
← EYLES, TIMOTHY, GEORGEOwnerNON-EXECUTIVE DIRECTOR, ownership code NA, individual
Sep 29, 2021 to Sep 26, 2024factForm ADV
← PACIFIC INVESTMENTS LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
May 18, 2021 to Sep 26, 2024factForm ADV
← PACIFIC INVESTMENTS MANAGEMENT LIMITEDOwnerSHAREHOLDER, ownership code C, foreign entity
May 18, 2021 to Sep 26, 2024factForm ADV
← PAM ASSET MANAGEMENT HOLDINGS LIMITEDOwnerSHAREHOLDER, ownership code C, foreign entity
Sep 26, 2024 to Sep 26, 2024factForm ADV

Controls (5)

← BLIGNAUT, AMRUSTA, NMNOwnerCHIEF COMPLIANCE OFFICER AND EXECUTIVE DIRECTOR, ownership code NA, individual
May 18, 2021 to Sep 26, 2024factForm ADV
← LAMB, MATTHEW, CHARLES WILLIAMOwnerCHIEF EXECUTIVE OFFICER AND EXECUTIVE DIRECTOR, ownership code NA, individual
May 18, 2021 to Sep 26, 2024factForm ADV
← DAVIDSON, JAMES, DANIELOwnerCHIEF OPERATING OFFICER AND EXECUTIVE DIRECTOR, ownership code NA, individual
May 18, 2021 to Sep 26, 2024factForm ADV
← Jones, Michael, DarylOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 29, 2022 to Sep 26, 2024factForm ADV
← PACIFIC ASSET MANAGEMENT LLPOwnerSHAREHOLDER, ownership code E, foreign entity
Sep 26, 2024 to Sep 26, 2024factForm ADV

Dated events

Occurred
Jun 13, 2025
Regulatory AUM changed
Pacific Asset Management reported RAUM $11.2B, up 81% from $6.2B (2024-09-26 to 2025-06-13)
Form ADVobserved 4 days ago
$5.0B
Occurred
Sep 26, 2024
Regulatory AUM changed
Pacific Asset Management reported RAUM $6.2B, up 31% from $4.7B (2023-09-27 to 2024-09-26)
Form ADVobserved 4 days ago
$1.5B
Occurred
Sep 27, 2023
Regulatory AUM changed
Pacific Asset Management reported RAUM $4.7B, up 47% from $3.2B (2022-09-29 to 2023-09-27)
Form ADVobserved 4 days ago
$1.5B
Occurred
Sep 29, 2022
Control person joined
Daryl Michael Jones (Chief Financial Officer) appeared on Schedule A of Pacific Asset Management
Form ADVobserved 4 days ago
Occurred
May 18, 2021
First Form ADV filing
Pacific Asset Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b83c3a2-e0fd-b6f7-a47f-2e04b1c74527
First observed: May 18, 2021
Last observed: Sep 25, 2025 11 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 ASSET MANAGEMENT

PACIFIC CAPITAL PARTNERS LIMITED, CRD 305066

LONDON

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:9b83c3a2-e0fd-b6f7-a47f-2e04b1c74527

Data as of Sep 25, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:41 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PACIFIC CAPITAL UCITS FUNDS PLC - PACIFIC NORTH OF SOUTH EM ALL CAP EQUITY

Other Private Fund

$502M

Sep 29, 2021

Sep 28, 2020

dropped

n/a

PACIFIC NOS GLOBAL EM EQUITY FUND

Other Private Fund

$190M

Sep 26, 2024

reported

021-524010

PACIFIC NORTH OF SOUTH EM ALL CAP EQUITY FUND

Other Private Fund

$50.7M

Sep 26, 2024

Aug 22, 2019

reported

021-348453

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLIGNAUT, AMRUSTA, NMN

CHIEF COMPLIANCE OFFICER AND EXECUTIVE DIRECTOR

yes

09/2015

May 18, 2021

Sep 26, 2024

DAVIDSON, JAMES, DANIEL

CHIEF OPERATING OFFICER AND EXECUTIVE DIRECTOR

yes

08/2019

May 18, 2021

Sep 26, 2024

Jones, Michael, Daryl

CHIEF FINANCIAL OFFICER

yes

06/2022

Sep 29, 2022

Sep 26, 2024

LAMB, MATTHEW, CHARLES WILLIAM

CHIEF EXECUTIVE OFFICER AND EXECUTIVE DIRECTOR

yes

12/2016

May 18, 2021

Sep 26, 2024

PACIFIC ASSET MANAGEMENT LLP

Shareholder

yes

04/2024

Sep 26, 2024

BECKWITH, HENRY, JOHN

NON-EXECUTIVE DIRECTOR

07/2020

May 18, 2021

Sep 26, 2024

BECKWITH, JOHN, LIONEL

Shareholder

08/1994

May 18, 2021

Sep 26, 2024

EYLES, TIMOTHY, GEORGE

NON-EXECUTIVE DIRECTOR

11/2020

Sep 29, 2021

Sep 26, 2024

PACIFIC INVESTMENTS LIMITED

Shareholder

01/2002

May 18, 2021

Sep 26, 2024

PACIFIC INVESTMENTS MANAGEMENT LIMITED

Shareholder

05/2021

May 18, 2021

Sep 26, 2024

PACIFIC INVESTMENTS MANAGEMENT LIMITED

Shareholder

05/2021

May 18, 2021

Sep 26, 2024

PAM ASSET MANAGEMENT HOLDINGS LIMITED

Shareholder

04/2024

Sep 26, 2024

SWEENEY, NEIL, WILLIAM

NON-EXECUTIVE DIRECTOR

11/2022

Sep 27, 2023

Sep 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NORTH OF SOUTH CAPITAL LLP

n/a

Asset manager

$6.7B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Sep 26, 2024

$6.2B

$5.4B

$240M

2023

Sep 27, 2023

$4.7B

$4.1B

$36.2M

2022

Sep 29, 2022

$3.2B

$3.1B

$44.5M

2021

Sep 29, 2021

$3.0B

$2.8B

$580M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$13B

$4.7B

173.7%

$3.0B

62.9%