Adviser Profile
| As of Date | 06/28/2026 |
| Registration status | Registration Changed to PACIFIC SPECIALTY INVESTMENT GROUP, LLC |
| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | (94 xxxxxxx |
| Websites |
| AUM* | 123,212,802 42% |
| of that, discretionary | 123,212,802 42% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 464,954 39% |
| % High Net Worth | 40.78% 20% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds