PACIFIC VALUE, LLC
CRD #147086 SEC #801-69129 BOISE, ID 208-331-2315
SEC Registered
Total AUM
$172M
Discretionary
$172M
Employees
4
Clients
0
Accounts
430
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $172M | $172M | $0 | 4 | 177 |
| Mar 2024 | $156M | $156M | $0 | 4 | 126 |
| Mar 2023 | $150M | $150M | $0 | 4 | 126 |
| Mar 2022 | $150M | $150M | $0 | 4 | 0 |
| Mar 2021 | $141M | $141M | $0 | 4 | 0 |
| Jun 2020 | $131M | $131M | $0 | 4 | 0 |
| Feb 2020 | $131M | $131M | $0 | 4 | 0 |
| Mar 2019 | $130M | $130M | $0 | 6 | 217 |
| Mar 2018 | $130M | $130M | $0 | 6 | 225 |
| Mar 2018 | $130M | $130M | $0 | 6 | 225 |
| Mar 2017 | $137.1M | $137.1M | $0 | 6 | 200 |
| Mar 2016 | $134.8M | $134.8M | $0 | 6 | 200 |
| Nov 2015 | $132.8M | $132.8M | $0 | 5 | 200 |
| Sep 2015 | $132.8M | $132.8M | $0 | 5 | 200 |
| Mar 2015 | $148M | $148M | $0 | 4 | 200 |
| Mar 2014 | $150M | $150M | $0 | 4 | 200 |
| Mar 2013 | $156M | $156M | $0 | 4 | 200 |
| Jan 2012 | $155M | $155M | $0 | 1 | 200 |
DateMar 2025
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees4
Clients177
DateMar 2024
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees4
Clients126
DateMar 2023
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients126
DateMar 2022
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients217
DateMar 2018
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients225
DateMar 2018
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients225
DateMar 2017
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees6
Clients200
DateNov 2015
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees5
Clients200
DateSep 2015
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees4
Clients200
DateJan 2012
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees1
Clients200