PACIFIC HEIGHTS ASSET MANAGEMENT, LLC
CRD #124365 SEC #801-61673 SAN FRANCISCO, CA 415-398-8000
SEC Registered
Total AUM
$4B
Discretionary
$4B
Employees
10
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $4B | $4B | $0 | 10 | 1 |
| Feb 2025 | $4B | $4B | $0 | 10 | 1 |
| Feb 2024 | $3.1B | $3.1B | $0 | 10 | 1 |
| Feb 2023 | $2.9B | $2.9B | $0 | 10 | 0 |
| Mar 2022 | $3.2B | $3.2B | $0 | 10 | 0 |
| Feb 2021 | $2.4B | $2.4B | $0 | 10 | 0 |
| Feb 2020 | $2B | $2B | $0 | 13 | 0 |
| Feb 2019 | $1.9B | $1.9B | $0 | 14 | 0 |
| Feb 2018 | $2.6B | $2.6B | $0 | 15 | 0 |
| Feb 2017 | $2.8B | $2.8B | $0 | 15 | 1 |
| Feb 2016 | $3B | $3B | $0 | 15 | 1 |
| Feb 2015 | $5.7B | $5.7B | $0 | 15 | 1 |
| Jan 2014 | $9.7B | $9.7B | $0 | 15 | 1 |
| Mar 2013 | $16.9B | $16.9B | $0 | 16 | 1 |
| Mar 2012 | $15.5B | $15.5B | $0 | 11 | 1 |
| Mar 2011 | $10.3B | $10.3B | $0 | -- | -- |
| Mar 2008 | $1.5B | $1.5B | $0 | 10 | -- |
| Mar 2007 | $854.7M | $854.7M | $0 | 10 | -- |
| Mar 2006 | $453.5M | $453.5M | $0 | 5 | -- |
| Sep 2005 | $391.1M | $391.1M | $0 | 5 | -- |
| Feb 2005 | $214.1M | $214.1M | $0 | 5 | -- |
DateFeb 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees10
Clients1
DateFeb 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees10
Clients1
DateFeb 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees10
Clients1
DateFeb 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees10
Clients0
DateFeb 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees10
Clients0
DateFeb 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees13
Clients0
DateFeb 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees14
Clients0
DateFeb 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees15
Clients0
DateFeb 2017
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees15
Clients1
DateFeb 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees15
Clients1
DateFeb 2015
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees15
Clients1
DateJan 2014
Total AUM$9.7B
Discretionary$9.7B
Non-Disc.$0
Employees15
Clients1
DateMar 2013
Total AUM$16.9B
Discretionary$16.9B
Non-Disc.$0
Employees16
Clients1
DateMar 2012
Total AUM$15.5B
Discretionary$15.5B
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$854.7M
Discretionary$854.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$453.5M
Discretionary$453.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$214.1M
Discretionary$214.1M
Non-Disc.$0
Employees5
Clients--