The Pacific Group

Overview

The Pacific Group is an SEC-registered limited liability company providing advisory and insurance-broker services. Registered in 2018, the firm charges clients a percentage of assets under management and serves both individual & family clients and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses, and the firm also engages in publishing periodicals or newsletters related to its practice. The business combines investment advisory activity with insurance distribution rather than operating as a capital allocator or multi-strategy alternatives platform. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices