Pacific Premier Trust
$208M reported client assets across 5 advisory firms in FY2021 annual amendments
Reported client assets over time
$32.1M
$48.2M
2020
2021
Same-firm comparison: 1 firms that reported Pacific Premier Trust in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Staines Financial, Llc | $173M | $184M | 93.6% | 03/14/2022 |
| Argos Wealth Advisors Llc | $32.1M | $839M | 3.8% | 03/30/2022 |
| Three Bell Capital Llc | $1.5M | $2.5B | 0.1% | 03/22/2022 |
| Cook Pine Capital Llc | $1.3M | $445M | 0.3% | 03/31/2022 |
| Manhattan West Asset Management, Llc | $292K | $634M | 0.0% | 03/25/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.