{"url":"https://nivawealth.com/firms/pacific-way-capital-management-334551","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/334551","regulatoryAum":33566528692,"crd":"334551","secFileNumber":"801-132835","legalName":"Pacific Way Capital Management, LLC","displayName":"Pacific Way Capital Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/pacific-way-capital-management","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"410 Park Avenue, Suite 930","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":[],"registration":{"secApproved":"22 May 2025","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":8,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":33566528692,"discretionaryAccounts":11,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":73,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":11,"regulatoryAum":33566528692}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Pacific Way Capital Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Peter Vasiliadis","title":"Chief Compliance Officer","crd":"2792415"},{"name":"Alexander Band","title":"Secretary","crd":"8162459"},{"name":"Samuel Diedrich","title":"Chief Investment Officer","crd":"8031211"},{"name":"Euan James Gardner Finlay","title":"Director","crd":"8158551"},{"name":"David Puth","title":"Director","crd":"3125757"},{"name":"Arjun Raghavan","title":"Director","crd":"6848510"},{"name":"Richard Scarinci","title":"Director","crd":"8058274"},{"name":"Katie Thorpe","title":"Director","crd":"7895032"}],"ownership":[{"label":"Pacific Way Holdings, LP","detail":"Owner in the 75% or more ownership band and a control person, since February 2025."},{"label":"Pacific Way Holdings GP, LLC","detail":"Indirect owner: general partner of Pacific Way Holdings, LP and a control person, since February 2025.","parent":"Pacific Way Holdings, LP"},{"label":"Pacific Way Equity Holdings LLC","detail":"Indirect owner: a partner of Pacific Way Holdings, LP in the 75% or more band and a control person, since September 2025.","parent":"Pacific Way Holdings, LP"},{"label":"Samuel Diedrich","detail":"Indirect owner: a member of Pacific Way Equity Holdings LLC in the 75% or more band and a control person, since September 2025.","parent":"Pacific Way Equity Holdings LLC"},{"label":"Partners Capital Investment Group (holdings) LLP","detail":"Indirect owner: a shareholder of Partners Capital Intermediate 5 Inc. in the 75% or more band and a control person, since June 2024.","parent":"Partners Capital Intermediate 5 Inc."},{"label":"Partners Capital Group Holdings, Inc.","detail":"Indirect owner: a shareholder of HCP Pcig LLC in the 75% or more band and a control person, since December 2023.","parent":"HCP Pcig LLC"},{"label":"Partners Capital Holdings, LLP","detail":"Indirect owner: a shareholder of Partners Capital Group Holdings, Inc. in the 75% or more band and a control person, since December 2023.","parent":"Partners Capital Group Holdings, Inc."},{"label":"General Atlantic (pco), L.P.","detail":"Indirect owner: a shareholder of Partners Capital Holdings, LLP in the 25% to 50% band and a control person, since July 2024.","parent":"Partners Capital Holdings, LLP"},{"label":"General Atlantic Partners 100, L.P.","detail":"Indirect owner: a shareholder of General Atlantic (pco), L.P. in the 75% or more band and a control person, since March 2017.","parent":"General Atlantic (pco), L.P."},{"label":"Ga Genpar GP, LLC","detail":"Indirect owner: general partner of General Atlantic Partners 100, L.P. and a control person, since March 2017. Also limited partner of General Atlantic Partners, L.P. and a control person, since July 2021.","parent":"General Atlantic Partners 100, L.P."},{"label":"General Atlantic Partners, L.P.","detail":"Indirect owner: a sole shareholder of Ga Genpar GP, LLC in the 75% or more band and a control person, since July 2021.","parent":"Ga Genpar GP, LLC"},{"label":"Gasc Management Holdco, L.P.","detail":"Indirect owner: a limited partner of General Atlantic Partners, L.P. in the 25% to 50% band, since July 2021.","parent":"General Atlantic Partners, L.P."},{"label":"Gasc GP, LLC","detail":"Indirect owner: general partner of General Atlantic Partners, L.P. and a control person, since July 2021. Also general partner of Gasc Management Holdco, L.P. and a control person, since July 2021.","parent":"General Atlantic Partners, L.P."},{"label":"Gasc MGP, LLC","detail":"Indirect owner: a sole member of gasc gp, llc of Gasc GP, LLC in the 75% or more band and a control person, since January 2018.","parent":"Gasc GP, LLC"},{"label":"Gabriel Caillaux","detail":"Indirect owner: member of acommittee thatserves as themanager of Gasc MGP, LLC and a control person, since March 2024.","parent":"Gasc MGP, LLC"},{"label":"Martin Escobari Lifchitz","detail":"Indirect owner: member of acommittee thatserves as themanager of Gasc MGP, LLC and a control person, since March 2024.","parent":"Gasc MGP, LLC"},{"label":"David Hodgson","detail":"Indirect owner: member of a committee that serves as the manager of Gasc MGP, LLC and a control person, since March 2024.","parent":"Gasc MGP, LLC"},{"label":"Christopher Lanning","detail":"Indirect owner: member of a committee that serves as the manager of Gasc MGP, LLC and a control person, since March 2024.","parent":"Gasc MGP, LLC"},{"label":"General Atlantic Genpar, L.P.","detail":"Indirect owner: general partner of General Atlantic Partners 100, L.P. and a control person, since March 2017.","parent":"General Atlantic Partners 100, L.P."},{"label":"Ga Genpar Holdco (bermuda), L.P.","detail":"Indirect owner: a limited partner of General Atlantic Partners, L.P. in the 25% to 50% band, since July 2021.","parent":"General Atlantic Partners, L.P."},{"label":"Gap Bermuda, L.P.","detail":"Indirect owner: general partner of Ga Genpar Holdco (bermuda), L.P. and a control person, since July 2021.","parent":"Ga Genpar Holdco (bermuda), L.P."},{"label":"Partners Capital Intermediate 5 Inc.","detail":"Indirect owner: a shareholder of Partners Capital Investment Group (holdings) LLP in the 75% or more band and a control person, since February 2024.","parent":"Partners Capital Investment Group (holdings) LLP"},{"label":"Partners Capital Intermediate 4 Inc.","detail":"Indirect owner: a shareholder of Partners Capital Investment Group (holdings) LLP in the 75% or more band and a control person, since June 2024.","parent":"Partners Capital Investment Group (holdings) LLP"},{"label":"HCP Pcig LLC","detail":"Indirect owner: a shareholder of Partners Capital Intermediate 4 Inc. in the 75% or more band and a control person, since June 2024.","parent":"Partners Capital Intermediate 4 Inc."},{"label":"Knut Caeser","detail":"Indirect owner: member of a committee that serves as the manager of Gasc MGP, LLC and a control person, since August 2025.","parent":"Gasc MGP, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"575 Riverside Avenue","city":"Westport"}]},{"state":"New York","offices":1,"addresses":[{"street":"410 Park Avenue, Suite 930","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-893-4859","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":9},"sources":{"adv1FilingDate":"3 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/334551/PDF/334551.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Pacific Way Capital Management have?","answer":"Pacific Way Capital Management has 11 clients and manages $33.6 billion for them, as of August 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pacific Way Capital Management offer?","answer":"Pacific Way Capital Management provides portfolio management for pooled vehicles and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Pacific Way Capital Management have?","answer":"Pacific Way Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pacific Way Capital Management?","answer":"Pacific Way Capital Management is owned through a chain of holding companies by Samuel Diedrich. Its direct owner is Pacific Way Holdings, LP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pacific Way Capital Management get paid?","answer":"Pacific Way Capital Management 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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}