Pacific Investment Advisors, LLC

Overview

Pacific Investment Advisors, LLC is a small, client-focused advisory firm organized as a limited liability company that manages portfolios for individuals and small businesses. The firm charges fees based on a percentage of assets under management and is run by an individual owner. Investment activity is concentrated in publicly traded equities, and the adviser operates primarily in a non-discretionary capacity, retaining client approval or involvement in trade decisions. The practice does not position itself as an ESG-driven investor and does not operate across multiple states as a multi-state adviser. Portfolio construction emphasizes direct exposure to exchange-traded securities while supplementing core equity allocations with mutual funds and corporate debt where appropriate. The adviser also uses private placements as its named alternative vehicle; given the firm’s size and client base, those alternative commitments are likely selective and geared toward qualified investors in the client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices