Pacific Management Partners LLC

RIASEC RegisteredEst. 2021
Total AUM
$214M
Discretionary
$214M
100% of AUM
Avg account
$107M
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
172044
Registered since
January 21, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pacific Management Partners LLC is a small, SEC‑registered investment adviser organized as an LLC and classified as a venture capital fund manager. The firm provides portfolio management for pooled investment vehicles and typically acts as sponsor, general partner and managing member of those vehicles rather than operating as a broad capital allocator. Its client focus is institutional investors, and its fee model combines an asset‑based charge with performance‑linked fees. Pacific Management Partners is not registered as a multi‑state adviser and does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Craig Hanson

    ManagerCRD 6050278

  • Benson Fu

    CCOCRD 6452589

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth