PACIFIC STRATEGIC MANAGEMENT, LP

other names
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Adviser Profile
As of Date 03/25/2024
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 1
Registration SEC, Approved, 09/26/2003
AUM* 397,521,637 17.74%
of that, discretionary 397,521,637 17.74%
Private Fund GAV* 223,896,385 -41.74%
Avg Account Size 8,112,686 17.74%
SMA’s Yes
Private Funds 3 1
Contact Info 713 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
526M 451M 376M 301M 226M 150M 75M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$223,896,385

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