Pacific Crest Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pacific Crest Asset Management LLC is a small, independent registered investment adviser (registered in 2024 with the California Department of Financial Protection and Innovation) that provides discretionary portfolio management to individuals, high‑net‑worth clients, corporations, pension and charitable organizations on a percentage‑of‑AUM basis. The firm documents client objectives and risk tolerances in an Investment Policy Statement and generally expects a $100,000 minimum investment, which it may waive or negotiate.
PCAM manages client assets directly and employs a mix of analytical methods — including charting, fundamental analysis, technical/cyclical analysis — and implements strategies using equities, fixed income, ETFs and long‑term purchases tailored to each client’s IPS. The firm seeks best execution, requests discretionary trading authority, and recommends Schwab Institutional as its primary custodian.
Distinctive features include a very small client roster and concentrated asset level (seven clients with roughly $28.4 million in AUM), an in‑house management model without selection of third‑party advisers, and an explicit policy not to accept authority to vote client securities (clients receive proxies directly). PCAM is newly formed, reports no disciplinary history, and discloses receiving institutional services from Schwab and the potential for future soft‑dollar arrangements.
Client services
Expertise
Fee options
$100,000 - $5,000,000: 1.00% $5,000,001+: 0.8%
Account minimum: $100,000
Main office
Kentfiled CA
Advisors at this office
1
Most active in
California
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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