PACIFIC SPIRIT INVESTMENTS LP

Overview

Pacific Spirit Investments LP is a small limited partnership RIA that focuses on portfolio management for individuals, families and small businesses, with the capability to manage portfolios for businesses or institutions as well. The firm runs fee arrangements that include a percentage of assets under management, fixed fees and performance-based fees, suggesting it blends traditional advisory relationships with outcome-oriented mandates for select clients. Investment activity shows a clear preference for publicly traded equities as the primary allocation, but the firm also incorporates mutual funds and a range of alternative strategies into client programs. Pacific Spirit Investments LP does not identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant. With a concentrated client base, the firm is set up to deliver tailored portfolios rather than mass-market solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices