PACHIRA INVESTMENTS, INC.
Legal name: THE CLARK GROUP ASSET MANAGEMENT
CRD #164405 SEC #801-77136 DANA POINT, CA 949-558-3898
SEC Registered
Total AUM
$291.8M
Discretionary
$245.9M
Employees
5
Clients
10
Accounts
694
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $291.8M | $245.9M | $45.9M | 5 | 0 |
| Mar 2025 | $291.8M | $245.9M | $45.9M | 5 | 0 |
| Mar 2025 | $291.8M | $245.9M | $45.9M | 5 | 0 |
| Mar 2024 | $245.4M | $196.6M | $48.9M | 5 | 0 |
| Mar 2023 | $211.8M | $166.8M | $45M | 5 | 0 |
| Nov 2022 | $247.6M | $198.5M | $49.2M | 5 | 0 |
| Mar 2022 | $247.6M | $198.5M | $49.2M | 5 | 0 |
| Feb 2021 | $211.7M | $167.4M | $44.3M | 5 | 0 |
| Jul 2020 | $211.8M | $174.4M | $37.3M | 5 | 0 |
| May 2020 | $211.8M | $174.4M | $37.3M | 5 | 0 |
| Feb 2020 | $211.8M | $174.4M | $37.3M | 5 | 0 |
| Nov 2019 | $185.6M | $154.3M | $31.3M | 4 | 0 |
| Aug 2019 | $185.6M | $154.3M | $31.3M | 4 | 0 |
| Mar 2019 | $185.6M | $154.3M | $31.3M | 4 | 0 |
| Mar 2018 | $199.9M | $162.8M | $37.1M | 4 | 0 |
| Mar 2017 | $172.6M | $145M | $27.5M | 4 | 400 |
| Dec 2016 | $168.4M | $142.9M | $25.5M | 4 | 400 |
| Nov 2016 | $168.4M | $142.9M | $25.5M | 4 | 400 |
| Mar 2016 | $168.4M | $142.9M | $25.5M | 4 | 400 |
| Feb 2015 | $189.6M | $160.3M | $29.3M | 4 | 400 |
| Dec 2014 | $189.7M | $162.9M | $26.7M | 4 | 300 |
| Mar 2014 | $189.7M | $162.9M | $26.7M | 4 | 300 |
| Nov 2013 | $160.9M | $137M | $23.9M | 3 | 300 |
| Sep 2013 | $160.9M | $137M | $23.9M | 3 | 300 |
| Jan 2013 | $160.9M | $137M | $23.9M | 3 | 300 |
| Dec 2012 | $157.5M | $134.7M | $22.8M | 3 | 352 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$291.8M
Discretionary$245.9M
Non-Disc.$45.9M
Employees5
Clients0
DateMar 2025
Total AUM$291.8M
Discretionary$245.9M
Non-Disc.$45.9M
Employees5
Clients0
DateMar 2025
Total AUM$291.8M
Discretionary$245.9M
Non-Disc.$45.9M
Employees5
Clients0
DateMar 2024
Total AUM$245.4M
Discretionary$196.6M
Non-Disc.$48.9M
Employees5
Clients0
DateMar 2023
Total AUM$211.8M
Discretionary$166.8M
Non-Disc.$45M
Employees5
Clients0
DateNov 2022
Total AUM$247.6M
Discretionary$198.5M
Non-Disc.$49.2M
Employees5
Clients0
DateMar 2022
Total AUM$247.6M
Discretionary$198.5M
Non-Disc.$49.2M
Employees5
Clients0
DateFeb 2021
Total AUM$211.7M
Discretionary$167.4M
Non-Disc.$44.3M
Employees5
Clients0
DateJul 2020
Total AUM$211.8M
Discretionary$174.4M
Non-Disc.$37.3M
Employees5
Clients0
DateMay 2020
Total AUM$211.8M
Discretionary$174.4M
Non-Disc.$37.3M
Employees5
Clients0
DateFeb 2020
Total AUM$211.8M
Discretionary$174.4M
Non-Disc.$37.3M
Employees5
Clients0
DateNov 2019
Total AUM$185.6M
Discretionary$154.3M
Non-Disc.$31.3M
Employees4
Clients0
DateAug 2019
Total AUM$185.6M
Discretionary$154.3M
Non-Disc.$31.3M
Employees4
Clients0
DateMar 2019
Total AUM$185.6M
Discretionary$154.3M
Non-Disc.$31.3M
Employees4
Clients0
DateMar 2018
Total AUM$199.9M
Discretionary$162.8M
Non-Disc.$37.1M
Employees4
Clients0
DateMar 2017
Total AUM$172.6M
Discretionary$145M
Non-Disc.$27.5M
Employees4
Clients400
DateDec 2016
Total AUM$168.4M
Discretionary$142.9M
Non-Disc.$25.5M
Employees4
Clients400
DateNov 2016
Total AUM$168.4M
Discretionary$142.9M
Non-Disc.$25.5M
Employees4
Clients400
DateMar 2016
Total AUM$168.4M
Discretionary$142.9M
Non-Disc.$25.5M
Employees4
Clients400
DateFeb 2015
Total AUM$189.6M
Discretionary$160.3M
Non-Disc.$29.3M
Employees4
Clients400
DateDec 2014
Total AUM$189.7M
Discretionary$162.9M
Non-Disc.$26.7M
Employees4
Clients300
DateMar 2014
Total AUM$189.7M
Discretionary$162.9M
Non-Disc.$26.7M
Employees4
Clients300
DateNov 2013
Total AUM$160.9M
Discretionary$137M
Non-Disc.$23.9M
Employees3
Clients300
DateSep 2013
Total AUM$160.9M
Discretionary$137M
Non-Disc.$23.9M
Employees3
Clients300
DateJan 2013
Total AUM$160.9M
Discretionary$137M
Non-Disc.$23.9M
Employees3
Clients300
DateDec 2012
Total AUM$157.5M
Discretionary$134.7M
Non-Disc.$22.8M
Employees3
Clients352
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0