EURO PACIFIC ASSET MANAGEMENT, LLC

CRD 152922 · SEC 801-71199

Visit website

LOTS 81-82, STREET C, SUITE 206, DORADO, PR, 00646, United States

Phone

1-866-878-2881

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.18B

Discretionary AUM

$2.18B

Team

14 total employees; 5 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-13

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	3463	$685.8M
High net worth individuals	124	$303.7M
Investment companies	5	$1.13B
Corporations/business entities	69	$60.5M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.linkedin.com/company/epamfunds
https://www.europacificfunds.com
https://x.com/EPAMFunds
https://www.europac.com
https://x.com/EPAMWealth
https://www.instagram.com/epamfunds/
https://www.youtube.com/@europacificassetmanagement
https://www.facebook.com/EPAMfunds

Official SEC filing: View on IAPD