Assets Under Management

$35K

Number of Clients

1

Number of Advisors

1

Average Client AUM

$35K

AUM per Advisor

$35K

Compensation

Fee-Only (AUM)

About This Firm

Pacific Management, Ltd. (PML) manages Pacific Asset Partners, a long-short, small and mid-cap investment limited partnership. The partnership is in liquidation and not accepting new investors or making new investments. PML hires Stafford Capital Management for operational and administrative services.

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M0.01%
$10.0M - $20.0M0.00%
$20M+0.00%

Fees are not being imposed/collected during liquidation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

1505 Bridgeway, Suite 206, Sausalito, CA, 94965

1 Advisors at this firm