Paamco Prisma, LLC
Newport Beach, CA·SEC-registered · CRD #108989
Paamco Prisma, LLC is an SEC-registered investment advisory firm in Newport Beach, CA managing $14B across 53 client accounts, with 33 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
53
Advisory staff
33
Fee model
Fee-based
How Paamco Prisma, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Paamco Prisma, LLC
How much does Paamco Prisma, LLC manage?
Per its most recent SEC Form ADV filing (05/08/2026), Paamco Prisma, LLC reports $14B in regulatory assets under management across roughly 53 client accounts.
How does Paamco Prisma, LLC charge?
Paamco Prisma, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Paamco Prisma, LLC a fiduciary?
Yes. Paamco Prisma, LLC is registered with the U.S. Securities and Exchange Commission (CRD #108989), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Paamco Prisma, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Paamco Prisma, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Paamco Prisma, LLC's public SEC Form ADV filing (CRD #108989, filed 05/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Paamco Prisma, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Paamco Prisma, LLC? Claim this profile.