Data / Investment advisers / California / Paamco Prisma, LLC
Paamco Prisma, LLC, Newport Beach, CA: $14.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Paamco Prisma, LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $14.5 billion in regulatory assets under management in its Form ADV filed May 8, 2026. Its clients include pooled investment vehicles, pension and profit sharing plans and state and municipal governments. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 14 private funds.
The request: Watch Paamco Prisma, LLC (CRD number 108989): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 108989
- SEC file number
- 801-57416
- SEC status
- Approved, effective March 31, 2000
- Main office
- 660 Newport Center Drive Suite 930, Newport Beach, CA 92660
- Phone
- (949) 261-4900
- Website
- paamcoprisma.com
- Regulatory AUM
- $14,451,096,438 in the Form ADV filed May 8, 2026
- Discretionary AUM
- $14,449,082,050
- Non discretionary AUM
- $2,014,388
- Accounts
- 51
- Employees
- 37, of which 33 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 14: 14 hedge funds
- Gross assets of private funds
- $14,713,668,576
- Umbrella registration
- 3 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 42 | $14.44 billion |
| Pension and profit sharing plans | 5 | $4.1 million |
| State or municipal government entities | Fewer than 5 | $3.3 million |
| Charitable organizations | Fewer than 5 | $2.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $14.45 billion | March 30, 2026 |
| December 1, 2025 | $5.21 billion | March 31, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pacific Life Fund Advisors LLC | Newport Beach | $42.81 billion | 1 | adviserinfo.sec.gov |
| Creative Planning Institutional Advisors, LLC | Newport Beach | $37.50 billion | Not listed | adviserinfo.sec.gov |
| Syzygy Asset Management, LLC | Newport Beach | $32.22 billion | Not listed | adviserinfo.sec.gov |
| Aristotle Pacific Capital, LLC | Newport Beach | $26.76 billion | 6 | adviserinfo.sec.gov |
| Aristotle Investment Services, LLC | Newport Beach | $16.50 billion | Not listed | adviserinfo.sec.gov |
| Pacific Private Fund Advisors LLC | Newport Beach | $12.24 billion | 17 | adviserinfo.sec.gov |
| Windjammer Capital Investors | Newport Beach | $3.10 billion | 6 | adviserinfo.sec.gov |
| Strategic Global Advisors, LLC | Newport Beach | $3.03 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Paamco Prisma, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.