DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
PACIFIC CAPITAL Registered adviser · RIA / Wealth · matched PACIFIC CAPITAL WEALTH ADVISORS, INC. · 801-80494 | CORONA, | $821M | 5 | 2011 | ||||
PACIFIC ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched PACIFIC CAPITAL PARTNERS LIMITED · 801-121528 | LONDON, | $13B | 2 | 2021 | ||||
PACIFIC CAPITAL ASSOCIATES Registered adviser · RIA / Wealth · matched PACIFIC CAPITAL ASSOCIATES, INC. · 801-112260 | SAN DIEGO, | $259M | 3 | 2017 | ||||
| Roseville, | 83 | |||||||
ARISTOTLE PACIFIC CAPITAL, LLC Registered adviser · RIA / Wealth · 801-117402 Also on Independent Sponsors, Private Credit | NEWPORT BEACH, | $27B | 6 | 1 | 2019 | |||
Tiger Pacific Capital LP Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | New York, | $1.5B | 4 | ||||
Middle market | Chicago, | $4.0B | 19 | 5 | 2024 | |||
| PACIFICA, | $1.5B | 2012 | ||||||
Lower middle market | Honolulu, | $100.0M | 3 | 2 | 2021 | |||
| SAN FRANCISCO, | $215M | 5 | 2012 | |||||
| BELLEVUE, | $333M | 2012 | ||||||
Parallel49 Equity Firm · Private equity · matched Tricor Pacific Capital, Inc. Also on RIA / Wealth Management | Lower middle market | Vancouver, | $179M | 4 | 7 | 2014 | ||
Western Pacific Capital Management, LLC Firm · Private equity · matched Pacific Investment Advisors, LLC Also on RIA / Wealth Management | · probable Unsized | Del Mar, | $40.0M | 1 | 1 | |||
| · probable | Palo Alto, | $37.1M | 1 | 3 | 2010 | |||
| EDMONDS, | $23.0M | 2 | 2012 | |||||
| PORTLAND, | $52.8M | 2026 | ||||||
| $11.0M | 1 | 1 | 2015 | |||||
THE PACIFIC GROUP Registered adviser · RIA / Wealth · matched PACIFIC ADVISORY CAPITAL GROUP, LLC · 801-113734 | LOS ANGELES, | $71.1M | 2 | 2018 | ||||
| Newport Beach, | 387 | |||||||
Middle market | Sydney, Nsw, | $4.6B | 48 | 20 | 101 | 2024 | ||
| Memphis, | 54 | |||||||
| · probable Lower middle market | Newport Beach, | $2616B | 3 | 7 | 22 | 2026 | ||
PACIFIC CAPITAL UCITS FUNDS PLC - PACIFIC NORTH OF SOUTH EM ALL CAP EQUITY Fund · RIA / Wealth · PACIFIC ASSET MANAGEMENT | $502M | 10 | 2020 | |||||
| $149M | 47 | 2012 | ||||||
TRICOR PACIFIC CAPITAL PARTNERS (FUND IV), LIMITED PARTNERSHIP Fund · RIA / Wealth · PARALLEL49 EQUITY Also on Private Equity | $113M | 11 | 2014 | |||||
TRICOR PACIFIC CAPITAL PARTNERS (FUND IV) US, LIMITED PARTNERSHIP Fund · RIA / Wealth · PARALLEL49 EQUITY Also on Private Equity | $66.5M | 8 | 2012 | |||||
| $37.1M | 19 | 2012 | ||||||
Tricor Pacific Capital Partners (fund V), Limited Partnership Fund · Private equity · Parallel49 Equity Also on RIA / Wealth Management | $255M | 2013 | ||||||
| London, | 5 | 2 | ||||||
| $499,294 | 177 | 2012 | ||||||
THE PACIFIC FINANCIAL GROUP, INC. Registered adviser · RIA / Wealth · matched PACIFIC FINANCIAL GROUP INC · 801-18151 | NASHVILLE, | $5.1B | 14 | 2012 | ||||
Tricor Pacific Capital Partners (fund V) Bc, Limited Partnership Fund · Private equity · Parallel49 Equity Also on RIA / Wealth Management | $75.5M | 2014 | ||||||
| · probable Middle market | Newport Beach, | $5.7B | 18 | 2 | 2024 | |||
| NEW YORK, | $23B | 2012 | ||||||
| · probable Unsized | Newport Beach, | $40B | 1 | 3 | 2014 | |||
PACIFIC FINANCIAL GROUP, LLC Registered adviser · RIA / Wealth · matched PACIFIC FINANCIAL GROUP,LLC · 801-68318 | NASHVILLE, | $4.7B | 2 | 2012 | ||||
| $112,798 | 32 | 2012 | ||||||
PEP Management (jersey) Limited Firm · Private equity · matched Pacific Equity Partners Pty Limited (relying Advisor) | · probable Middle market | St. Helier, Jersey, | $3.8B | 2 | 6 | 2019 | ||
| GIG HARBOR, | $385M | 5 | 2012 | |||||
| THOUSAND OAKS, | $201M | 3 | 2012 | |||||
Vantage Consulting Group Inc Firm · Private equity · matched Pacific Management LLC (relying Adviser) | · candidate Lower middle market | Virginia Beach, | $469M | 7 | 6 | 4 | 2021 | |
| GLENDALE, | $87.5M | 4 | 2012 | |||||
PACIFIC MANAGEMENT PARTNERS LLC Registered adviser · RIA / Wealth · 801-120199 Also on Venture Capital | $214M | 2 | 2020 | |||||
PACIFIC FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched PACIFIC FINANCIAL ADVISORS, INC. · 801-136357 | BELLEVUE, | $110M | 4 | 2026 | ||||
| · probable Unsized | Holladay, | $78.6M | 2 | 1 | ||||
| · probable Unsized | San Ramon, | $60.2M | 5 | 1 | 2015 | |||
| Irvine, | $25.5M | 2 | 4 | |||||
| DALLAS, | $93.7M | 2026 | ||||||
| NEWPORT BEACH, | $57.1M | 2018 | ||||||
| SHEUNG WAN, | $41.8M | 2012 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.