PACIFIC STRATEGIC MANAGEMENT, LP

RIASEC RegisteredEst. 2003
Total AUM
$426M
Discretionary
$426M
100% of AUM
Avg account
$6.3M
Accounts
68
Employees
3
Advisory reps
3

Firm details

Headquarters
HOUSTON, Texas
CRD number
127990
Registered since
September 26, 2003
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • MONICA BENTON

    Chief Operations OfficerCRD 1499886

  • MATHEW WOLF

    Chief Compliance Officer & PartnerCRD 4701594

Contacts

1 of 1
  • DAVID NAPACH

    Managing DirectorCRD 2505942

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth