The PACIFIC STRATEGIC MANAGEMENT, LP is a privately held investment adviser that advises $426.46mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. PACIFIC STRATEGIC MANAGEMENT, LP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 33.15% over the last 5-years.
The Group has been registered with the SEC for 22.86 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 711 LOUSIANA STREET SUITE 1660, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 3 employees comprised of 1 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $426.46mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $234.57mn or 55% of Total Assets and High Net Worth Individuals own $191.69mn or 44.95% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $234.57mn in assets.
The Group discloses management fees.
PACIFIC STRATEGIC MANAGEMENT, LP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.