PACIFIC CAPITAL ASSOCIATES, INC.
Legal name: PACIFIC CAPITAL ASSOCIATES
CRD #160407 SEC #801-112260 SAN DIEGO, CA 858-560-5244
SEC Registered
Total AUM
$221.1M
Discretionary
$221.1M
Employees
6
Clients
0
Accounts
1,081
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $221.1M | $221.1M | $0 | 6 | 1 |
| Feb 2025 | $221.1M | $221.1M | $0 | 6 | 1 |
| May 2024 | $228.4M | $228.1M | $371.2K | 6 | 0 |
| Feb 2024 | $228.4M | $228.1M | $371.2K | 6 | 0 |
| Sep 2023 | $188.2M | $185.6M | $2.6M | 6 | 1 |
| Feb 2023 | $188.2M | $185.6M | $2.6M | 6 | 1 |
| Feb 2022 | $206.9M | $203.5M | $3.4M | 7 | 11 |
| Jan 2021 | $185.9M | $179.7M | $6.1M | 7 | 14 |
| Oct 2020 | $169.1M | $166.9M | $2.2M | 7 | 13 |
| May 2020 | $169.1M | $166.9M | $2.2M | 7 | 13 |
| Apr 2020 | $169.1M | $166.9M | $2.2M | 7 | 13 |
| Jan 2020 | $169.1M | $166.9M | $2.2M | 7 | 13 |
| Mar 2019 | $146.2M | $143.1M | $3.1M | 7 | 1 |
| Oct 2018 | $109.8M | $109.4M | $400K | 5 | 0 |
| Jan 2018 | $109.8M | $109.4M | $400K | 5 | 0 |
| Dec 2017 | $109.8M | $109.4M | $400K | 5 | 0 |
DateOct 2025
Total AUM$221.1M
Discretionary$221.1M
Non-Disc.$0
Employees6
Clients1
DateFeb 2025
Total AUM$221.1M
Discretionary$221.1M
Non-Disc.$0
Employees6
Clients1
DateMay 2024
Total AUM$228.4M
Discretionary$228.1M
Non-Disc.$371.2K
Employees6
Clients0
DateFeb 2024
Total AUM$228.4M
Discretionary$228.1M
Non-Disc.$371.2K
Employees6
Clients0
DateSep 2023
Total AUM$188.2M
Discretionary$185.6M
Non-Disc.$2.6M
Employees6
Clients1
DateFeb 2023
Total AUM$188.2M
Discretionary$185.6M
Non-Disc.$2.6M
Employees6
Clients1
DateFeb 2022
Total AUM$206.9M
Discretionary$203.5M
Non-Disc.$3.4M
Employees7
Clients11
DateJan 2021
Total AUM$185.9M
Discretionary$179.7M
Non-Disc.$6.1M
Employees7
Clients14
DateOct 2020
Total AUM$169.1M
Discretionary$166.9M
Non-Disc.$2.2M
Employees7
Clients13
DateMay 2020
Total AUM$169.1M
Discretionary$166.9M
Non-Disc.$2.2M
Employees7
Clients13
DateApr 2020
Total AUM$169.1M
Discretionary$166.9M
Non-Disc.$2.2M
Employees7
Clients13
DateJan 2020
Total AUM$169.1M
Discretionary$166.9M
Non-Disc.$2.2M
Employees7
Clients13
DateMar 2019
Total AUM$146.2M
Discretionary$143.1M
Non-Disc.$3.1M
Employees7
Clients1
DateOct 2018
Total AUM$109.8M
Discretionary$109.4M
Non-Disc.$400K
Employees5
Clients0
DateJan 2018
Total AUM$109.8M
Discretionary$109.4M
Non-Disc.$400K
Employees5
Clients0
DateDec 2017
Total AUM$109.8M
Discretionary$109.4M
Non-Disc.$400K
Employees5
Clients0