DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Pacific Asset Management
Legal name Pacific Capital Partners Limited
Latest filing Sep 25, 2025
First filing on the tape May 18, 2021 · 8 filings
SEC status approved since Jun 17, 2021
RAUM
$13B
reported, Item 5.F
Discretionary
93%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
62
22 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$13B as of Sep 25, 2025
Sep 29, 2021$3.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Sep 25, 2025
Sep 29, 20210 then
Employees (5.A)62 as of Sep 25, 2025
Sep 29, 202135 then
Private funds2 as of Sep 25, 2025
Sep 29, 20212 then
RAUM +174% over the last fiscal year+63% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 25, 2025; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $123MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$9.7B100%
- Investment companies$45.6M0.5%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 105reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.76 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Pacific Capital Ucits Funds Plc - Pacific North Of South Em All Cap Equityno longer reported | Other Private Fund | $502M | 10 | Sep 28, 2020 |
| Pacific Nos Global Em Equity Fund | Other Private Fund | $190M | 2 | Sep 26, 2024 |
| Pacific North Of South Em All Cap Equity Fund | Other Private Fund | $50.7M | 2 | Aug 22, 2019 |
Owners and control persons
Schedule A and B, latest filing
- Nmn Amrusta Blignaut · Chief Compliance Officer And Executive Directorcontrolsince 09/2015 · owns less than 5%
- Daniel James Davidson · Chief Operating Officer And Executive Directorcontrolsince 08/2019 · owns less than 5%
- Daryl Michael Jones · Chief Financial Officercontrolsince 06/2022 · owns less than 5%
- Charles William Matthew Lamb · Chief Executive Officer And Executive Directorcontrolsince 12/2016 · owns less than 5%
- John Henry Beckwith · Non-Executive Directorsince 07/2020 · owns less than 5%
- George Timothy Eyles · Non-Executive Directorsince 11/2020 · owns less than 5%
- William Neil Sweeney · Non-Executive Directorsince 11/2022 · owns less than 5%
- Lionel John Beckwith · Shareholdersince 08/1994 · owns 75% or more of Pacific Investments Limited
Entity owners
- Pacific Asset Management Llp · Shareholderdirect · owns 75% or more
- Pacific Investments Management Limited · Shareholderdirect · owns 75% or more
- Pacific Investments Limited · Shareholderindirect · owns 75% or more of Pacific Investments Management Limited
- Pacific Investments Management Limited · Shareholderindirect · owns 25% to 50% of Pam Asset Management Holdings Limited
- Pam Asset Management Holdings Limited · Shareholderindirect · owns 25% to 50% of Pacific Asset Management Llp
Related persons
Schedule D 7.A
- North Of South Capital Llpinvestment advisernRAUM $6.7B
Advisers that list Pacific Asset Management as a related person
- 300917 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 98 to 105Jun 13, 2025 to Sep 25, 2025
- Advisory employees · 19 to 22Jun 13, 2025 to Sep 25, 2025
- Pooled vehicle clients · 26 to 28Jun 13, 2025 to Sep 25, 2025
- Employees · 57 to 62Jun 13, 2025 to Sep 25, 2025
- Discretionary RAUM · $10B to $12BJun 13, 2025 to Sep 25, 2025
- Non-discretionary RAUM · $828M to $915MJun 13, 2025 to Sep 25, 2025
- Pooled vehicle RAUM · $8.6B to $9.7BJun 13, 2025 to Sep 25, 2025
- RAUM · $11B to $13BJun 13, 2025 to Sep 25, 2025
- Accounts · 71 to 98Sep 26, 2024 to Jun 13, 2025
- Advisory employees · 15 to 19Sep 26, 2024 to Jun 13, 2025
- Advisory activities · 1 to 2Sep 26, 2024 to Jun 13, 2025
- Pooled vehicle clients · 20 to 26Sep 26, 2024 to Jun 13, 2025
- Employees · 50 to 57Sep 26, 2024 to Jun 13, 2025
- Financial planning clients · unset to Sep 26, 2024 to Jun 13, 2025
- HQ state · unset to Sep 26, 2024 to Jun 13, 2025
- Discretionary RAUM · $5.4B to $10BSep 26, 2024 to Jun 13, 2025
- Non-discretionary RAUM · $811M to $828MSep 26, 2024 to Jun 13, 2025
- Pooled vehicle RAUM · $5.4B to $8.6BSep 26, 2024 to Jun 13, 2025
- RAUM · $6.2B to $11BSep 26, 2024 to Jun 13, 2025
- Accounts · 56 to 71Sep 27, 2023 to Sep 26, 2024
- Advisory employees · 18 to 15Sep 27, 2023 to Sep 26, 2024
- Pooled vehicle clients · 19 to 20Sep 27, 2023 to Sep 26, 2024
- Employees · 48 to 50Sep 27, 2023 to Sep 26, 2024
- Private funds · 1 to 2Sep 27, 2023 to Sep 26, 2024
- Discretionary RAUM · $4.1B to $5.4BSep 27, 2023 to Sep 26, 2024
- Non-discretionary RAUM · $635M to $811MSep 27, 2023 to Sep 26, 2024
- Pooled vehicle RAUM · $4.1B to $5.4BSep 27, 2023 to Sep 26, 2024
- RAUM · $4.7B to $6.2BSep 27, 2023 to Sep 26, 2024
- Accounts · 39 to 56Sep 29, 2022 to Sep 27, 2023
- Advisory employees · 11 to 18Sep 29, 2022 to Sep 27, 2023
- Pooled vehicle clients · 17 to 19Sep 29, 2022 to Sep 27, 2023
- Employees · 33 to 48Sep 29, 2022 to Sep 27, 2023
- Discretionary RAUM · $3.1B to $4.1BSep 29, 2022 to Sep 27, 2023
- Non-discretionary RAUM · $114M to $635MSep 29, 2022 to Sep 27, 2023
- Pooled vehicle RAUM · $2.7B to $4.1BSep 29, 2022 to Sep 27, 2023
- RAUM · $3.2B to $4.7BSep 29, 2022 to Sep 27, 2023
- Accounts · 40 to 39Sep 29, 2021 to Sep 29, 2022
- Pooled vehicle clients · 15 to 17Sep 29, 2021 to Sep 29, 2022
- Employees · 35 to 33Sep 29, 2021 to Sep 29, 2022
- Private funds · 2 to 1Sep 29, 2021 to Sep 29, 2022
Signals
5 dated events
- Pacific Asset Management reported RAUM $11.2B, up 81% from $6.2B (2024-09-26 to 2025-06-13)Jun 13, 2025 · RAUM change · derived
- Pacific Asset Management reported RAUM $6.2B, up 31% from $4.7B (2023-09-27 to 2024-09-26)Sep 26, 2024 · RAUM change · derived
- Pacific Asset Management reported RAUM $4.7B, up 47% from $3.2B (2022-09-29 to 2023-09-27)Sep 27, 2023 · RAUM change · derived
- Daryl Michael Jones (Chief Financial Officer) appeared on Schedule A of Pacific Asset ManagementSep 29, 2022 · Control person joined · fact
- Pacific Asset Management filed its initial SEC registration (Form ADV)May 18, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/pacific-asset-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- pacificam.co.ukreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- +44 203 970 3100reportedpublic record, Form ADV, Sep 25, 2025
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026