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PACIFIC MANAGEMENT PARTNERS LLC

CRD 172044 · SEC 801-120199

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$214.0M

Discretionary AUM

$214.0M

Team

2 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-27

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles2$214.0M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD