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 Avenue Capital Partners Management Company LLC
Latest filing May 4, 2026
First filing on the tape Oct 20, 2020 · 17 filings
SEC status approved since Aug 20, 2021
RAUM
$3.0B
reported, Item 5.F
Discretionary
100%
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
42
33 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
15
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$3.0B as of May 4, 2026
Mar 24, 2022$209M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 4, 2026
Mar 24, 20220 then
Employees (5.A)42 as of May 4, 2026
Mar 24, 202213 then
Private funds15 as of May 4, 2026
Mar 24, 20222 then
RAUM +119% over the last fiscal year+92% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 4, 2026; 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
- $149MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%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
- +119%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $68.7M, 2 clientsreportedItem 9.A
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $68.7M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Pacific Avenue Fund I, L.P. | Private Equity Fund | $439M | 49 | Mar 30, 2023 |
| Pacific Avenue Emerald Continuation Holdings, LLC | Private Equity Fund | $273M | 32 | Dec 15, 2021 |
| Pacific Avenue Fund I (A), L.P. | Private Equity Fund | $119M | 19 | Mar 30, 2023 |
| Pacp Carta Co-Invest, L.P. | Private Equity Fund | $106M | 22 | Mar 29, 2024 |
| Pacific Avenue Amico, L.P. | Private Equity Fund | $85.9M | 11 | Dec 15, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Abner Jason Leach · Partnercontrolsince 05/2019 · owns less than 5%
- Sae James Oh · Partnercontrolsince 07/2023 · owns less than 5%
- Robert Christopher Sznewajs · Membercontrolsince 05/2019 · owns 75% or more
- Cabral Joseph Matthew Villanueva · Chief Financial Officer And Chief Compliance Officercontrolsince 11/2020 · owns less than 5%
Related persons
Schedule D 7.A
- Csdm Capital Management, LLCn
- Gbp Holdings, LLCn
- Highland Avenue Capital Partners, Gp, LLCn
- Pacific Avenue Amico Gp, LLCpooled vehicle sponsorn
- Pacific Avenue Capital Partners Sterile, LLCn
- Pacific Avenue Emerald Continuation Fund Gp, LLCpooled vehicle sponsorn
- Pacific Avenue Gbp Texas Properties, LLCn
- Pacp Carta Co-Invest Gp, LLCpooled vehicle sponsorn
- Pacp Gp Offshore, LLCpooled vehicle sponsorn
- Pacp Gp, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 6.0 to 15.0 (+150.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1022 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 99% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $1,361,003,958 to $2,978,174,006 (+119.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 95.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 11 to 20Aug 22, 2025 to Mar 31, 2026
- Advisory employees · 27 to 33Aug 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 7 to 16Aug 22, 2025 to Mar 31, 2026
- Assets in custody · $146M to $68.7MAug 22, 2025 to Mar 31, 2026
- Employees · 34 to 42Aug 22, 2025 to Mar 31, 2026
- Private funds · 6 to 15Aug 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.4B to $3.0BAug 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.4B to $3.0BAug 22, 2025 to Mar 31, 2026
- RAUM · $1.4B to $3.0BAug 22, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 2, 2025
- Accounts · 8 to 11Apr 5, 2024 to Mar 31, 2025
- Advisory employees · 18 to 27Apr 5, 2024 to Mar 31, 2025
- Pooled vehicle clients · 6 to 7Apr 5, 2024 to Mar 31, 2025
- Assets in custody · $0 to $146MApr 5, 2024 to Mar 31, 2025
- Employees · 22 to 34Apr 5, 2024 to Mar 31, 2025
- Private funds · 5 to 6Apr 5, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.1B to $1.4BApr 5, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.1B to $1.4BApr 5, 2024 to Mar 31, 2025
- RAUM · $1.1B to $1.4BApr 5, 2024 to Mar 31, 2025
- Related adviser · false to trueApr 5, 2024 to Mar 31, 2025
- Related bank · true to falseApr 5, 2024 to Mar 31, 2025
- Accounts · 7 to 8Sep 1, 2023 to Mar 29, 2024
- Advisory employees · 14 to 18Sep 1, 2023 to Mar 29, 2024
- Pooled vehicle clients · 5 to 6Sep 1, 2023 to Mar 29, 2024
- Employees · 16 to 22Sep 1, 2023 to Mar 29, 2024
- Private funds · 4 to 5Sep 1, 2023 to Mar 29, 2024
- Discretionary RAUM · $420M to $1.1BSep 1, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $420M to $1.1BSep 1, 2023 to Mar 29, 2024
- RAUM · $420M to $1.1BSep 1, 2023 to Mar 29, 2024
- Related bank · false to trueSep 1, 2023 to Mar 29, 2024
- HQ city · HERMOSA BEACH to MANHATTAN BEACHMar 30, 2023 to Sep 1, 2023
- Accounts · 5 to 7Feb 15, 2023 to Mar 30, 2023
- Advisory employees · 11 to 14Feb 15, 2023 to Mar 30, 2023
- Pooled vehicle clients · 3 to 5Feb 15, 2023 to Mar 30, 2023
- Employees · 13 to 16Feb 15, 2023 to Mar 30, 2023
- Private funds · 2 to 4Feb 15, 2023 to Mar 30, 2023
- Discretionary RAUM · $209M to $420MFeb 15, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $209M to $420MFeb 15, 2023 to Mar 30, 2023
- RAUM · $209M to $420MFeb 15, 2023 to Mar 30, 2023
- Advisory employees · 9 to 11Dec 15, 2021 to Mar 24, 2022
Signals
9 dated events
- Pacific Avenue Capital Partners Management Company Llc reported RAUM $3.0B, up 119% from $1.4B (2025-08-22 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Pacific Avenue Capital Partners Management Company Llc reported RAUM $1.4B, up 26% from $1.1B (2024-04-05 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Pacific Avenue Capital Partners Management Company Llc reported RAUM $1.1B, up 158% from $420.1M (2023-09-01 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Sae James Oh (Partner) appeared on Schedule A of Pacific Avenue Capital Partners Management Company LlcSep 1, 2023 · Control person joined · fact
- Pacific Avenue Capital Partners Management Company Llc reported RAUM $420.1M, up 101% from $209.1M (2023-02-15 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Brandon Jason Leach (Partner) no longer on Schedule A of Pacific Avenue Capital Partners Management Company Llc (listed 2022-05-20, absent 2023-02-15)Feb 15, 2023 · Control person left · inference
- Abner Jason Leach (Partner) appeared on Schedule A of Pacific Avenue Capital Partners Management Company LlcFeb 15, 2023 · Control person joined · fact
- Cabral Joseph Matthew Villanueva (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of Pacific Avenue Capital Partners Management Company LlcDec 8, 2020 · Control person joined · fact
- Pacific Avenue Capital Partners Management Company Llc filed its initial SEC registration (Form ADV)Oct 20, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Pacific Avenue Capital Partners Management Company LLC · Independent Sponsorsshared crd · capital_provider
- Pacific Avenue Capital Partners Management Company LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/pacific-avenue-capital-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- pacificavenuecapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 424.955.6388reportedpublic record, Form ADV, May 4, 2026
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