MOSAIC PACIFIC INVESTMENT ADVISORS LLC
Legal name: MOSAIC PACIFIC INVESTMENT ADVISORS
CRD #169423 SEC #801-117256 HONOLULU, HI 808-591-1200
SEC Registered
Total AUM
$434M
Discretionary
$434M
Employees
8
Clients
10
Accounts
1,604
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $434M | $434M | $0 | 8 | 0 |
| Mar 2024 | $379.5M | $379.5M | $0 | 8 | 0 |
| Jul 2023 | $337M | $337M | $0 | 8 | 0 |
| Mar 2023 | $337M | $337M | $0 | 8 | 0 |
| Nov 2022 | $402.1M | $402.1M | $0 | 8 | 0 |
| Mar 2022 | $402.1M | $402.1M | $0 | 8 | 0 |
| Aug 2021 | $340.9M | $340.9M | $0 | 7 | 0 |
| Mar 2021 | $340.9M | $340.9M | $0 | 7 | 0 |
| Jun 2020 | $300.1M | $300.1M | $0 | 7 | 0 |
| Mar 2020 | $300.1M | $300.1M | $0 | 7 | 0 |
| Jul 2019 | $280.7M | $280.7M | $0 | 6 | 0 |
DateMar 2025
Total AUM$434M
Discretionary$434M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$379.5M
Discretionary$379.5M
Non-Disc.$0
Employees8
Clients0
DateJul 2023
Total AUM$337M
Discretionary$337M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$337M
Discretionary$337M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$402.1M
Discretionary$402.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$402.1M
Discretionary$402.1M
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$340.9M
Discretionary$340.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$340.9M
Discretionary$340.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$300.1M
Discretionary$300.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$300.1M
Discretionary$300.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$280.7M
Discretionary$280.7M
Non-Disc.$0
Employees6
Clients0