Pacific Capital Partners Limited
- Regulatory AUM
- $12.9B
- Discretionary
- $12.0B
- Clients
- 105
- Avg AUM / client
- $123M
- Accounts
- 105
- Employees
- 62
AUM over time
Annual snapshots from Form ADV filings · as of Sep 25, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $45.6M | 0.35% |
| Pooled investment vehicles (non-investment companies) | 28 | $9.7B | 75.6% |
| Other | 76 | $3.1B | 24.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $240M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pacific Nos Global Em Equity Fund | Other Private Fund | Delaware | $190M | 2 |
| Pacific North Of South Em All Cap Equity Fund | Other Private Fund | Delaware | $50.7M | 2 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pension Fund United Scenic Artists Local 829 Board Of Trustees Of Pension Fund | 2024 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Beckwith, John, Lionel | Shareholder | Aug 1994 (32y) | ≈ 42.19% – 100% via Pacific Investments Limited | |
| Blignaut, Amrusta, Nmn | Chief Compliance Officer And Executive Director | Sep 2015 (11y) | Less than 5% | |
| Lamb, Matthew, Charles William | Chief Executive Officer And Executive Director | Dec 2016 (10y) | Less than 5% | |
| Davidson, James, Daniel | Chief Operating Officer And Executive Director | Aug 2019 (7y) | Less than 5% | |
| Beckwith, Henry, John | Non Executive Director | Jul 2020 (6y) | Less than 5% | |
| Eyles, Timothy, George | Non Executive Director | Nov 2020 (6y) | Less than 5% | |
| Jones, Michael, Daryl | Chief Financial Officer | Jun 2022 (4y) | Less than 5% | |
| Sweeney, Neil, William | Non Executive Director | Nov 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pacific Investments Management Limited | Shareholder | May 2021 | A | 75% or more |
| Pacific Asset Management Llp | Shareholder | Apr 2024 | A | 75% or more |
| Pacific Investments Limited | Shareholder | Jan 2002 | B | ≈ 56.25% – 100% via Pacific Investments Management Limited |
| Pam Asset Management Holdings Limited | Shareholder | Apr 2024 | B | ≈ 18.75% – 50% via Pacific Asset Management Llp |
| Pacific Investments Management Limited | Shareholder | May 2021 | B | ≈ 4.69% – 25% via Pam Asset Management Holdings Limited |
Estimated effective ownership (look-through of filed bands):
- Beckwith, John, Lionel: 75% – 100% of Pacific Investments Limited × 75% – 100% of Pacific Investments Management Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Pacific Investments Limited: 75% – 100% of Pacific Investments Management Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Pam Asset Management Holdings Limited: 25% – 50% of Pacific Asset Management Llp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Pacific Investments Management Limited: 25% – 50% of Pam Asset Management Holdings Limited × 25% – 50% of Pacific Asset Management Llp × 75% – 100% direct ≈ 4.69% – 25% of the firm
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 (2, $240M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pacific Nos Global Em Equity Fund | Other Private Fund | $190M | $50.0K | 2 |
| Pacific North Of South Em All Cap Equity Fund | Other Private Fund | $50.7M | $50.0K | 2 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pension Fund United Scenic Artists Local 829 | Board Of Trustees Of Pension Fund | 2,834 | $534M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/25/2025 | 1.34 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 investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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: Sep 25, 2025.
View current Form ADV (SEC/IAPD) ↗