The PACIFIC SPECIALTY INVESTMENT GROUP is a privately held investment adviser that advises $163.31mn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. PACIFIC SPECIALTY INVESTMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 227.77% over the last 5-years.
The Group has been registered with the SEC for 10.51 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4100 CAMPUS DR., STE 100, NEWPORT BEACH, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $163.31mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $97.04mn or 59.42% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $40.1mn or 24.55% of Total Assets.
The Group's top investment strategies include Traditional LBO and Long/Short Equity, representing 58.25% and 41.75% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
PACIFIC SPECIALTY INVESTMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.