PUGH CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 1991

Total AUM

$12.8B

Discretionary

$12.8B

100% of AUM

Avg account

$156M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SEATTLE, Washington
CRD number: 111765
Registered since: June 27, 1991
Website: www.pughcapital.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government37.25%
Pension & Profit Sharing Plans19.57%
Insurance Companies14.74%
Other11.43%
Charitable Organizations7.02%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pugh Capital Management, Inc. is an institutional-focused investment adviser with a clear tilt toward fixed-income strategies. The firm advises pooled investment vehicles and institutional accounts, and its fee arrangements include both percentage-of-AUM and performance-based components, which suggests active management of vehicle-level strategies that can carry incentive fees. The firm identifies as an active ESG investor, indicating environmental, social or governance considerations are integrated into its process. Portfolio activity centers on government and corporate debt instruments, supplemented by allocations to third-party alternative managers and a modest proprietary fund vehicle.