Overview
Assets Under Management: $397 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 12
Average Client Assets: $97,990
Frequently Asked Questions
PACIFIC STRATEGIC MANAGEMENT, LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127990), PACIFIC STRATEGIC MANAGEMENT, LP is subject to fiduciary duty under federal law.
PACIFIC STRATEGIC MANAGEMENT, LP is headquartered in HOUSTON, TX.
PACIFIC STRATEGIC MANAGEMENT, LP serves 12 high-net-worth clients according to their SEC filing dated April 04, 2025. View client details ↓
According to their SEC Form ADV, PACIFIC STRATEGIC MANAGEMENT, LP offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
PACIFIC STRATEGIC MANAGEMENT, LP manages $397 million in client assets according to their SEC filing dated April 04, 2025.
According to their SEC Form ADV, PACIFIC STRATEGIC MANAGEMENT, LP serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.30
Average High-Net-Worth Client Assets: $97,990
Total Client Accounts: 58
Discretionary Accounts: 58
Regulatory Filings
CRD Number: 127990
Filing ID: 1969834
Last Filing Date: 2025-04-04 09:59:00
Website: https://pacificsi.com