AUMdb
PM

Pacific Management Ltd

State-registered Private Fund Manager · Boutique (under $100M) CRD 106624 · SEC file 801-17459 · Sausalito, CA
☆ Save with Pro ADV data as of Mar 19, 2026
Regulatory AUM
$22.5K
Discretionary
$22.5K
Clients
1
Avg AUM / client
$22.5K
Accounts
1
Employees
1

AUM over time

$22.5K $12.6M
Mar 30, 2012 Mar 19, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $22.5K 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Jul 2012 · $12.6M combined gross assets

FundTypeDomicileGross assetsOwners
Pacific Asset Partners Hedge Fund California $12.6M 22

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Robert Merrill Stafford General Partner/Chief Compliance Officer Aug 1983 (43y) 75% or more
Murphy, William, Herbert Special Limited Partner Jan 2006 (21y) 5% – 10%
Stephens, Craig, Arthur General Partner Jul 2007 (19y) 10% – 25%

Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $12.6M gross assets)

FundTypeGross assetsMin. investmentOwners
Pacific Asset Partners Hedge Fund $12.6M $250K 22

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/19/2026 1.28 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.

View current Form ADV (SEC/IAPD) ↗