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PACIFIC CAPITAL PARTNERS LIMITED

Advisory

N·LONDON

Data as of Sep 26, 2024 · Source: SEC Form ADV

Total AUM
$12.9B
1-Year AUM Growth
+31.1%
3-Year CAGR
+27.6%
Employees
22
Assets Under Management
Total AUM$12.9B
Discretionary AUM$12.0B
Non-Discretionary AUM$915M
Discretionary %92.9%
Total Clients105
Team
Total Employees22
Investment Advisers62
Employee Growth (1Y)-16.7%
Filing History
Total Filings on Record6
First FilingMay 18, 2021
Latest FilingSep 26, 2024
🔒 Full AUM trend chart and 6 historical filings spanning 3+ 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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