Clients
Pacific Capital Partners Limited serves 128 clients, 94 of them other clients. The average client has about $162 million with the firm.
- Pooled investment vehicles33 clients74%
- Other94 clients25%
- Investment companies1 clients2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $366,746,731 | 1.8% | $366.7M |
| Pooled investment vehicles | 33 | $15,229,383,901 | 73.6% | $461.5M |
| Other | 94 | $5,089,500,000 | 24.6% | $54.1M |
| Total | 128 | $20,685,630,632 | 100% | $161.6M |
- Clients
- 1
- Regulatory AUM
- $366,746,731
- Share
- 1.8%
- Avg. per client
- $366.7M
- Clients
- 33
- Regulatory AUM
- $15,229,383,901
- Share
- 73.6%
- Avg. per client
- $461.5M
- Clients
- 94
- Regulatory AUM
- $5,089,500,000
- Share
- 24.6%
- Avg. per client
- $54.1M
Total
- Clients
- 128
- Regulatory AUM
- $20,685,630,632
- Share
- 100%
- Avg. per client
- $161.6M
What it does
Pacific Capital Partners Limited provides portfolio management for investment companies and portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Pacific Capital Partners Limited advises 4 private funds.
94.2% of assets ($19.48B across 86 accounts) are managed with discretion; $1.20B across 42 accounts are not. 96% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds100%
Custodians
Pacific Capital Partners Limited does not have custody of client assets.
- All other custodians$20.69B100%
Ownership and leadership
Pacific Asset Management LLP owns 75% or more of Pacific Capital Partners Limited, and Matthew Lamb is its CEO.
- Owns 75% or more of Pacific Capital Partners Limited
Pacific Asset Management LLP
Control person · since April 2024
- Owns 75% or more of Pacific Asset Management LLP
Pinnacle Investment Management (uk) Limited
Control person · since April 2026
- Owns 75% or more of Pinnacle Investment Management (uk) Limited
Pinnacle Investment Management Limited
Control person · since April 2026
- Owns 75% or more of Pinnacle Investment Management Limited
Pinnacle Investment Management Group Limited
Control person · since April 2026
Leadership
- Matthew LambChief Executive Officer and Executive Director
- Michael JonesChief Financial Officer
- James DavidsonChief Operating Officer and Executive Director
- Amrusta BlignautChief Compliance Officer and Executive Director
Staff
- 69 employees
- 21 in advisory functions
- 3 soliciting firms
Fees
Pacific Capital Partners Limited is paid through a percentage of assets under management and performance-based fees.
Pacific Capital Partners Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Pacific Capital Partners Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Pacific Capital Partners Limited
- Headquarters
- 74 Wigmore Street, London, United Kingdom W1U 2SQ
- Phone
- 442039703100
- Website
- Not reported
- SEC file
- 801-121528
- Structure
- limited liability company organized in United Kingdom
- Fiscal year end
- June
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 Pacific Capital Partners Limited have?
Pacific Capital Partners Limited has 128 clients and manages $20.7 billion for them, as of September 2026. They include 94 other clients, 33 pooled investment vehicles and 1 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Pacific Capital Partners Limited offer?
Pacific Capital Partners Limited provides portfolio management for investment companies and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Pacific Capital Partners Limited have?
Pacific Capital Partners Limited has 0 investment adviser representatives registered with state securities authorities, out of 69 employees, and 21 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 Pacific Capital Partners Limited invest in?
At the end of its last fiscal year, Pacific Capital Partners Limited’s separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 4 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 Pacific Capital Partners Limited?
Pacific Capital Partners Limited is owned through a chain of holding companies by Pinnacle Investment Management Group Limited. Its direct owner is Pacific Asset Management LLP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Pacific Capital Partners Limited get paid?
Pacific Capital Partners Limited is paid through a percentage of assets under management 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