# PACIFIC HEIGHTS ASSET MANAGEMENT, LLC

PACIFIC HEIGHTS ASSET MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 124365
- Type: SEC-registered investment adviser
- SEC file number: 801-61673
- Location: 600 MONTGOMERY STREET, SUITE 4100, SAN FRANCISCO, CA, 94111-2816
- Phone: 415-398-8000
- Latest filing: 2026-02-17
- Regulatory AUM: $7.3B
- Discretionary AUM: $7.3B
- Clients: 10
- Accounts: 4

## Business model

- Compensation: % of AUM
- Clients served: Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| James Hanson Andrews | DIRECTOR OF FINANCE | — |
| Susan Kathryn Freund | CHIEF COMPLIANCE OFFICER | — |
| Michael Joseph Cuggino | TRUSTEE | — |
| CUGGINO MICHAEL JOSEPH | MANAGER; TRUSTEE | — |
| ROGERS ANDREW BRIAN | CHIEF COMPLIANCE OFFICER | — |
| FREUND SUSAN KATHRYN | CHIEF COMPLIANCE OFFICER | — |
| ANDREWS JAMES HANSON | DIRECTOR OF FINANCE | — |
| WALLACE SCOTT MICHAEL | DIRECTOR OF FINANCE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124365/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124365/similar
- Related entities: https://search.stillhousedata.com/firm/124365/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124365

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.