Clients
Paamco Prisma serves 47 clients, 42 of them pooled investment vehicles. The average client has about $307 million with the firm.
- Pooled investment vehicles42 clients100%
- OtherPension and profit-sharing plans, Charitable organizations, State or municipal government entities0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 42 | $14,441,124,853 | 99.9% | $343.8M |
| Pension and profit-sharing plans | 5 | $4,052,827 | 0.0% | $811K |
| Charitable organizations | Not reported | $2,631,331 | 0.0% | — |
| State or municipal government entities | Not reported | $3,287,427 | 0.0% | — |
| Total | 47 | $14,451,096,438 | 100% | $307.5M |
- Clients
- 42
- Regulatory AUM
- $14,441,124,853
- Share
- 99.9%
- Avg. per client
- $343.8M
- Clients
- 5
- Regulatory AUM
- $4,052,827
- Share
- 0.0%
- Avg. per client
- $811K
- Clients
- Not reported
- Regulatory AUM
- $2,631,331
- Share
- 0.0%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $3,287,427
- Share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 47
- Regulatory AUM
- $14,451,096,438
- Share
- 100%
- Avg. per client
- $307.5M
What it does
Paamco Prisma provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, fixed fees and performance-based fees.
Paamco Prisma advises 14 private funds.
Nearly all assets ($14.45B across 49 accounts) are managed with discretion; $2.01M across 2 accounts are not. 43% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks3%
- Funds76%
- Pooled vehicles72%
- Registered funds4%
- Cash12%
- Other9%
- Dividend/interest/investment receivables; term loans9%
Custodians
Paamco Prisma’s client accounts are held mainly at The Bank of New York Mellon, with 29% of managed assets. Paamco Prisma has custody of $2.00B for 39 clients.
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $4.19B29%
- All other custodians$10.26B71%
Ownership and leadership
Paamco Prisma Holdings, LLC owns 75% or more of Paamco Prisma, and Eric Wolfe is its CEO.
- Owns 75% or more of Paamco Prisma, LLC
Paamco Prisma Holdings, LLC
Control person · since June 2017
- Owns 50% to 75% of Paamco Prisma Holdings, LLC
Pholdings, LLC
Control person · since June 2017
Peter Zakowich
Manager · Control person · since June 2017
- Owns 50% to 75% of Paamco Prisma Holdings, LLC
Mayer Cherem
Control person · since August 2018
- Owns 25% to 50% of Paamco Prisma Holdings, LLC
KKR Topaz LLC
Control person · since June 2017
- Owns 75% or more of KKR Topaz LLC
KKR Group Partnership, L.P.
Control person · since January 2020
- Owns 25% to 50% of KKR Group Partnership, L.P.
KKR Group Holdings L.P.
Control person · since January 2020
KKR Group Holdings Corp.
General partner · Control person · since January 2020
- Owns 75% or more of KKR Group Holdings Corp.
KKR Group Co. Inc
Control person · since July 2018
- Owns 75% or more of KKR Group Co. Inc
KKR & Co. Inc.
Control person · since May 2022
- Owns 25% to 50% of Paamco Prisma Holdings, LLC
Eric Wolfe
Control person · since August 2018
Robert Lewin
Manager · Control person · since April 2022
Leadership
- Eric WolfeChief Executive Officer, Manager
- Beth LeonChief Financial Officer
- Polly KoopChief Compliance Officer
- Mayer CheremChief Investment Officer, Manager
Staff
- 37 employees
- 33 in advisory functions
Fees
Paamco Prisma is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Paamco Prisma’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Paamco Prisma has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 660 Newport Center Drive, Suite 930, Newport BeachHQ
Other business names
Paamco Prisma has reported 2 other business names to the SEC.
- Paamco
- Paamco Prisma
Registration details
- Legal name
- Paamco Prisma, LLC
- Headquarters
- 660 Newport Center Drive, Suite 930, Newport Beach, CA 92660
- Phone
- 949-261-4900
- Website
- www.paamcoprisma.com
- SEC file
- 801-57416
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Paamco Prisma have?
Paamco Prisma has 47 clients and manages $14.5 billion for them, as of May 2026. They include 42 pooled investment vehicles and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 May 2026
What services does Paamco Prisma offer?
Paamco Prisma provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Paamco Prisma use?
Paamco Prisma’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $4,187,932,569. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 May 2026
How many financial advisors does Paamco Prisma have?
Paamco Prisma has 0 investment adviser representatives registered with state securities authorities, out of 37 employees, and 33 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Paamco Prisma invest in?
At the end of its last fiscal year, Paamco Prisma’s separately managed accounts held 72% pooled vehicles (private funds and similar), 12% cash and equivalents, 9% dividend/interest/investment receivables; term loans, 4% registered funds (mutual funds, ETFs, BDCs) and 3% non-exchange-traded equities. It advises 14 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Paamco Prisma?
Paamco Prisma is owned through a chain of holding companies by KKR & Co. Inc., Mayer Cherem, Eric Wolfe and KKR Group Holdings L.P. Its direct owner is Paamco Prisma Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 May 2026
How does Paamco Prisma get paid?
Paamco Prisma is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file