Euro Pacific Asset Management, LLC logo

Euro Pacific Asset Management, LLC

Updated today

Client assets under management

$989,487,587

Clients

3,587

3% high-net worth

Advisors

10

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

359

Very High

Average account size

$275,854

About

The firm provides discretionary portfolio management to individuals and high‑net‑worth clients, serves as investment adviser to a series of registered investment companies (the Euro Pacific Funds), and acts as a sub‑advisor to other advisers and wrap‑fee programs. It delivers separately managed account strategies and sub‑advisory services to other firms and broker‑dealers and does not offer standalone financial planning services.

Investment approaches emphasize international securities and currency diversification, combining top‑down country and industry selection with bottom‑up fundamental analysis, a long‑term, low‑turnover orientation, and quarterly or event‑driven rebalancing. Model strategies include International Value, International Dividend Payers, Emerging Markets, Gold and Natural Resources, and the firm discloses use of AI tools to support research and administrative tasks under internal safeguards and human review.

Noteworthy aspects relative to peers include a continuing relationship with a dually registered broker‑dealer (previously an affiliated entity) and a business model that both advises registered investment companies and sub‑advises other advisers—arrangements the firm manages through disclosed conflict‑mitigation measures such as fee offsets. The firm manages over $2.18 billion for roughly 3,600 clients with about ten advisors (a higher client‑per‑advisor ratio than typical peers), and it discloses several commercial and service arrangements with related financial entities as well as a pending civil action involving a control person that the firm characterizes as unrelated to its advisory activities.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management Options & derivatives strategies

Fee options

Other

Account minimum: $50,000 or more for Wrap Fee Program (Sub-Advisory Clients); No clear minimum stated for Separately Managed Accounts (fee negotiable) Minimum fee: Minimum quarterly fee of CAD 75,000 for Ventum Sub-Advisory Separately Managed Accounts

Main office location

Euro Pacific Asset Management, LLC

Lots 81 82, Street C, Suite 206

Dorado PR 00646, United States

Number of offices

1

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Patrick R

CFA®

Dorado, PR

Euro Pacific Asset Management, LLC

Patrick Rien is a CFA® charterholder with 14 years of industry experience, currently serving at Euro Pacific Asset Management, LLC since 2010. He is based in Dorado, Puerto Rico, and is part of a five-advisor team at the firm. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure with a blend of top-down and bottom-up analysis, managing approximately $1.36 billion in discretionary assets across a diverse client base and institutional mandates.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

James N

CFA®, Series 63, Series 65

Dorado, PR

Euro Pacific Asset Management, LLC

James Nelson is a CFA® charterholder with 16 years of industry experience, currently serving at Euro Pacific Asset Management, LLC since 2009. He has also been associated with Euro Pacific Capital Inc. since 2008. Outside of his advisory role, Nelson is a board member of B New Fuels, an energy production company, where he advises on business matters. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients, as well as registered investment companies. The firm emphasizes international exposure through a combination of top-down country and industry selection with bottom-up fundamental security analysis, maintaining a long-term, low-turnover approach across various model strategies.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Stephen K

Series 63, Series 65

Dorado, PR

Euro Pacific Asset Management, LLC

Stephen Kleckner is a financial advisor at Euro Pacific Asset Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Euro Pacific since 2010. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure with a long-term, low-turnover investment approach across various strategies including International Value, Dividend Payers, and Emerging Markets.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Luke A

Series 65

Dorado, PR

Euro Pacific Asset Management, LLC

Luke Allen is a financial advisor at Euro Pacific Asset Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Euro Pacific Asset Management and Grand Distribution Services, LLC since 2010. Euro Pacific Asset Management provides advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds, with a focus on international exposure. The firm manages approximately $1.36 billion in discretionary assets, serving both retail and institutional clients through customized portfolio strategies and sub-advisory relationships.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Christopher P

Series 66

Dorado, PR

Euro Pacific Asset Management, LLC

Christopher Pieretti is a financial advisor with Euro Pacific Asset Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including TIAA-CREF Individual & Institutional Services, LLC and Distribution Services, LLC, and has been with Euro Pacific Asset Management since 2020. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and serves as advisor to a series of mutual funds. The firm emphasizes international exposure with a long-term, low-turnover investment approach across various model strategies and manages both direct retail and institutional client mandates.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Peter S

Series 63, Series 65

Dorado, PR

Euro Pacific Asset Management, LLC

Peter Schiff is a financial advisor at Euro Pacific Asset Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various divisions of Euro Pacific since 2009. Outside of advisory work, he is a 50% owner of Schiff Sovereign, a social media and communication business that offers newsletters and hosts events, and he also engages in investment-related speaking and writing. Euro Pacific Asset Management provides advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure with a long-term, low-turnover investment approach, managing approximately $1.36 billion in discretionary assets and serving over 3,700 clients.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Rafael S

Series 65

Dorado, PR

Euro Pacific Asset Management, LLC

Rafael Santiago Santiago is a financial advisor at Euro Pacific Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Euro Pacific Asset Management since 2019. Prior to that, his work history includes positions at Liberty Group and GFR Media, LLC. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure and a long-term, low-turnover investment approach, managing approximately $1.36 billion in discretionary assets across a diverse client base.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Brandon B

Series 63, Series 65

Dorado, PR

Euro Pacific Asset Management, LLC

Brandon Bierk is a financial advisor with Euro Pacific Asset Management, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC and Distribution Services, LLC. Outside of finance, he has experience in the coffee industry, having worked with Sixth Wave Coffee. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure with a long-term, low-turnover investment approach and serves both retail and institutional clients.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Mark I

Series 63, Series 65

Dorado, PR

Euro Pacific Asset Management, LLC

Mark Ishkanian is a financial advisor at Euro Pacific Asset Management, LLC with six years at the firm and five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Distribution Services, LLC and Fiducian Financial Services. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure with a combination of top-down and bottom-up analysis, pursuing long-term, low-turnover strategies across various global market segments.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Brendan T

Series 65

Dorado, PR

Euro Pacific Asset Management, LLC

Brendan Temple Smith is a financial advisor at Euro Pacific Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Maloneys Financial Services and Strategy360. Outside of his advisory role, he serves as a director of a family company in Australia and acts as a trustee for a family unit trust. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients, as well as registered investment companies. The firm emphasizes international exposure through a combination of top-down and bottom-up investment analysis and manages a diverse range of strategies including International Value, Dividend Payers, and Emerging Markets.

Active portfolio management Concentrated stock management Options & derivatives strategies
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