OM Pacific Capital LLC

Overview

OM Pacific Capital LLC is an independent registered investment adviser that operates as a capital allocator for both high-net-worth individuals and institutional clients. The firm uses a mix of fee arrangements—percentage of assets under management, hourly fees and fixed fees—and provides financial planning, portfolio management for both individuals and pooled vehicles, pension consulting and manager selection. Its investment posture leans toward equity-centric portfolios delivered through separately managed accounts and exchange-traded exposures, while also using third-party mutual funds and alternative managers where appropriate. The firm is not an active ESG investor and maintains a more concentrated, non-multistate footprint. The firm’s activities extend beyond discretionary portfolio management: it sponsors limited partnerships and serves as a general partner/managing member of pooled investment vehicles, indicating an active role in creating and operating private funds. That sponsor/GP role, together with its capital allocator classification, suggests OM Pacific mixes internally managed sleeves with allocations to external managers when building client solutions.

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Public Holdings

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Location & Offices