RIA Intel›Advisers›Hawaii›MOSAIC PACIFIC INVESTMENT ADVISORS LLC

MOSAIC PACIFIC INVESTMENT ADVISORS LLC

Advisory

N·HONOLULU, HI

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$434M
1-Year AUM Growth
+14.3%
3-Year CAGR
+2.5%
Employees
7
Assets Under Management
Total AUM$434M
Discretionary AUM$434M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients628
Team
Total Employees7
Investment Advisers8
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingJul 29, 2019
Latest FilingMar 31, 2025
🔒 Full AUM trend chart and 11 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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