PACIFIC ASSET MANAGEMENT, LLC
CRD #115157 SEC #801-60894 GIG HARBOR, WA 253-649-4600
SEC Registered
Total AUM
$279.4M
Discretionary
$279.4M
Employees
7
Clients
--
Accounts
368
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $279.4M | $279.4M | $0 | 7 | 0 |
| Mar 2025 | $279.4M | $279.4M | $0 | 6 | 0 |
| Feb 2025 | $254.8M | $254.8M | $0 | 6 | 0 |
| Feb 2024 | $254.8M | $254.8M | $0 | 7 | 0 |
| Mar 2023 | $236.2M | $236.2M | $0 | 7 | 0 |
| May 2022 | $248.6M | $243.3M | $5.3M | 7 | 0 |
| Feb 2022 | $248.6M | $243.3M | $5.3M | 8 | 0 |
| Jun 2021 | $200.8M | $195.9M | $5M | 8 | 0 |
| Apr 2021 | $200.8M | $195.9M | $5M | 7 | 0 |
| Mar 2021 | $200.8M | $195.9M | $5M | 7 | 0 |
| Jun 2020 | $190M | $185.4M | $4.6M | 7 | 0 |
| Feb 2020 | $190M | $185.4M | $4.6M | 7 | 0 |
| Aug 2019 | $181.5M | $177.2M | $4.3M | 7 | 0 |
| Apr 2019 | $181.5M | $177.2M | $4.3M | 8 | 0 |
| Mar 2019 | $181.5M | $177.2M | $4.3M | 8 | 0 |
| Mar 2019 | $181.5M | $177.2M | $4.3M | 8 | 0 |
| Mar 2019 | $197.5M | $193.5M | $4M | 8 | 0 |
| Mar 2018 | $197.5M | $193.5M | $4M | 9 | 0 |
| Mar 2017 | $161.8M | $155.7M | $6.1M | 9 | 400 |
| Jan 2017 | $150M | $144M | $5.9M | 8 | 400 |
| Aug 2016 | $150M | $144M | $5.9M | 8 | 400 |
| Mar 2016 | $150M | $144M | $5.9M | 8 | 400 |
| Jun 2015 | $150.5M | $146.6M | $3.9M | 8 | 400 |
| Mar 2015 | $150.5M | $146.6M | $3.9M | 8 | 400 |
| Mar 2014 | $148.9M | $145.1M | $3.8M | 6 | 500 |
| Mar 2013 | $130.5M | $126.9M | $3.5M | 6 | 300 |
| May 2012 | $120.7M | $120.7M | $0 | 1 | 300 |
| Mar 2012 | $120.7M | $120.7M | $0 | 1 | 300 |
| Jan 2010 | $112.4M | $111.8M | $604.5K | 5 | -- |
| Apr 2009 | $180.1M | $179.4M | $704.4K | 5 | -- |
| Jan 2008 | $227.4M | $222.1M | $5.3M | 5 | -- |
| Dec 2007 | $321.9M | $308M | $13.9M | 10 | -- |
| Feb 2007 | $321.9M | $308M | $13.9M | 10 | -- |
| Mar 2006 | $258M | $236M | $22M | 10 | -- |
| Sep 2005 | $175M | $150M | $25M | 5 | -- |
| Aug 2004 | $114.6M | $4.6M | $110M | 5 | -- |
| May 2004 | $114.6M | $4.6M | $110M | 5 | -- |
DateNov 2025
Total AUM$279.4M
Discretionary$279.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$279.4M
Discretionary$279.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$254.8M
Discretionary$254.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$254.8M
Discretionary$254.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$236.2M
Discretionary$236.2M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$248.6M
Discretionary$243.3M
Non-Disc.$5.3M
Employees7
Clients0
DateFeb 2022
Total AUM$248.6M
Discretionary$243.3M
Non-Disc.$5.3M
Employees8
Clients0
DateJun 2021
Total AUM$200.8M
Discretionary$195.9M
Non-Disc.$5M
Employees8
Clients0
DateApr 2021
Total AUM$200.8M
Discretionary$195.9M
Non-Disc.$5M
Employees7
Clients0
DateMar 2021
Total AUM$200.8M
Discretionary$195.9M
Non-Disc.$5M
Employees7
Clients0
DateJun 2020
Total AUM$190M
Discretionary$185.4M
Non-Disc.$4.6M
Employees7
Clients0
DateFeb 2020
Total AUM$190M
Discretionary$185.4M
Non-Disc.$4.6M
Employees7
Clients0
DateAug 2019
Total AUM$181.5M
Discretionary$177.2M
Non-Disc.$4.3M
Employees7
Clients0
DateApr 2019
Total AUM$181.5M
Discretionary$177.2M
Non-Disc.$4.3M
Employees8
Clients0
DateMar 2019
Total AUM$181.5M
Discretionary$177.2M
Non-Disc.$4.3M
Employees8
Clients0
DateMar 2019
Total AUM$181.5M
Discretionary$177.2M
Non-Disc.$4.3M
Employees8
Clients0
DateMar 2019
Total AUM$197.5M
Discretionary$193.5M
Non-Disc.$4M
Employees8
Clients0
DateMar 2018
Total AUM$197.5M
Discretionary$193.5M
Non-Disc.$4M
Employees9
Clients0
DateMar 2017
Total AUM$161.8M
Discretionary$155.7M
Non-Disc.$6.1M
Employees9
Clients400
DateJan 2017
Total AUM$150M
Discretionary$144M
Non-Disc.$5.9M
Employees8
Clients400
DateAug 2016
Total AUM$150M
Discretionary$144M
Non-Disc.$5.9M
Employees8
Clients400
DateMar 2016
Total AUM$150M
Discretionary$144M
Non-Disc.$5.9M
Employees8
Clients400
DateJun 2015
Total AUM$150.5M
Discretionary$146.6M
Non-Disc.$3.9M
Employees8
Clients400
DateMar 2015
Total AUM$150.5M
Discretionary$146.6M
Non-Disc.$3.9M
Employees8
Clients400
DateMar 2014
Total AUM$148.9M
Discretionary$145.1M
Non-Disc.$3.8M
Employees6
Clients500
DateMar 2013
Total AUM$130.5M
Discretionary$126.9M
Non-Disc.$3.5M
Employees6
Clients300
DateMay 2012
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees1
Clients300
DateJan 2010
Total AUM$112.4M
Discretionary$111.8M
Non-Disc.$604.5K
Employees5
Clients--
DateApr 2009
Total AUM$180.1M
Discretionary$179.4M
Non-Disc.$704.4K
Employees5
Clients--
DateJan 2008
Total AUM$227.4M
Discretionary$222.1M
Non-Disc.$5.3M
Employees5
Clients--
DateDec 2007
Total AUM$321.9M
Discretionary$308M
Non-Disc.$13.9M
Employees10
Clients--
DateFeb 2007
Total AUM$321.9M
Discretionary$308M
Non-Disc.$13.9M
Employees10
Clients--
DateMar 2006
Total AUM$258M
Discretionary$236M
Non-Disc.$22M
Employees10
Clients--
DateSep 2005
Total AUM$175M
Discretionary$150M
Non-Disc.$25M
Employees5
Clients--
DateAug 2004
Total AUM$114.6M
Discretionary$4.6M
Non-Disc.$110M
Employees5
Clients--
DateMay 2004
Total AUM$114.6M
Discretionary$4.6M
Non-Disc.$110M
Employees5
Clients--