PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

Overview

Pacific Horizon Investment Management LLC is a small, discretionary wealth manager focused on portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and runs separately managed account (SMA) structures as its primary delivery vehicle. Filings show a clear equity-first posture: the firm prefers exchange-traded equities as the core building block of client portfolios rather than fixed income or cash-heavy allocations. It is not positioned as an ESG-focused adviser, nor as a multi-state or pension consultant; the business model centers on bespoke equity and alternative exposure for high-net-worth households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices