AMERICAN PACIFIC GROUP

RIASEC RegisteredEst. 2020
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$334M
Accounts
4
Employees
23
Advisory reps
3

Firm details

Headquarters
LARKSPUR, California
CRD number
306218
Registered since
January 31, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

American Pacific Group is a limited partnership organized as a private equity–focused adviser that manages pooled investment vehicles for institutional clients. The firm is SEC-registered since 2020 and structures its business around sponsoring and running closed-end vehicles: it serves as sponsor, general partner/managing member and, where applicable, CPO/CTA for its funds. Fee arrangements combine a percentage of assets under management with performance-based fees, reflecting the carry-style economics typical of private equity sponsors. Investment activity is concentrated on private markets and specialized credit and commodity exposures. The firm identifies and allocates capital into external alternative managers while also operating its own private equity funds. American Pacific Group reports being an active ESG investor, which suggests ESG considerations are integrated into manager selection, deal diligence and ongoing monitoring across its pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • STERLING TAI

    Chief Financial Officer & Chief Compliance OfficerCRD 8189219

  • NICHOLAS WALL

    Managing Director and Chief Operating OfficerCRD 6158674

Contacts

1 of 1
  • FRASER PRESTON

    Founder & Managing PartnerCRD 2651467

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LARKSPUR, CA

MARIN

Location

LARKSPUR, CA

Headquartered in LARKSPUR, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
80 E Sir Francis Drake Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth