PAC Capital, LLC

Overview

PAC Capital, LLC is a small, privately owned advisory firm that runs discretionary portfolios for individuals, families and small businesses, with the capability to manage portfolios for businesses or institutions. The firm's investment posture is equity-first: exchange-traded equities make up the bulk of its managed assets and drive portfolio construction. Implementation appears to favor liquid, exchange-traded instruments for core exposures, with supplemental allocations to corporate debt and third-party alternative managers to add income, diversification and return smoothing. The adviser charges a blend of percentage-of-AUM fees and fixed fees and operates without an ESG mandate. Portfolios are managed on a discretionary basis, which allows PAC Capital to execute tactical moves and rebalancing across equity sleeves and credit positions without seeking client approval for each trade.

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Public Holdings

Investments & Alternatives

Location & Offices