PACIFIC STRATEGIC MANAGEMENT, LP
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 127990
- Registered since
- September 26, 2003
- Website
- www.pacificsi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles55%
- HNWI44.95%
- Individuals0.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pacific Strategic Management, LP is a limited partnership that operates as a hedge fund manager and investment adviser. The firm provides portfolio management for both individual/small business clients and pooled investment vehicles, charging fees as a percentage of assets under management. Registered with the SEC since 2003, the manager is not flagged as an ESG investor and does not operate as a multi-state adviser. Its client mix includes both individual and family investors as well as institutional accounts. Investment activity centers on liquid, exchange-traded equity exposure supplemented by hedge fund strategies. The firm both advises third-party hedge funds and sponsors its own private hedge funds. Given its hedge fund classification and use of pooled vehicles, Pacific Strategic Management has access to a broader toolkit than a typical long-only equity manager, which can include leverage, derivatives and short positions where appropriate for risk management and return enhancement.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2MONICA BENTON
Chief Operations OfficerCRD 1499886
MATHEW WOLF
Chief Compliance Officer & PartnerCRD 4701594
Contacts
1 of 1DAVID NAPACH
Managing DirectorCRD 2505942
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 711 Louisiana St
- Time zone
- CT (UTC-6)
- Office locations
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