EURO PACIFIC ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2010

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$596K

Accounts

3,661

Employees

Advisory reps

Firm details

Headquarters: DORADO, PR
CRD number: 152922
Registered since: March 29, 2010
Website: europacificfunds.com
Custodians: UMB FINANCIAL SERVICES, INC., NATIONAL FINANCIAL SERVICES LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: Investment Companies51.85%
Individuals31.45%
HNWI13.93%
Corporations / Businesses2.78%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Euro Pacific Asset Management, LLC is a Delaware limited liability company that has been SEC-registered since 2010 and is owned by an individual. The firm provides discretionary portfolio management across client types—individuals and families as well as institutional entities—and charges fees based on a percentage of assets under management. Its advisory services cover portfolio management for individuals and small businesses, investment companies, and other businesses or institutions. The firm also operates as a registered representative of a broker-dealer. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator.