Pacific Management Ltd
Firm details
- Headquarters
- Sausalito, California
- CRD number
- 106624
- Website
- www.pacificmanagementltd.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pacific Management Ltd is structured as a limited partnership that provides portfolio management for pooled investment vehicles and serves an institutional client base. The firm operates as a qualified custodian and is owned by an individual. Its compensation model combines a percentage-of-AUM fee with performance-based fees. Pacific Management Ltd does not advertise ESG integration, is not a multistate adviser, and does not act as a pension consultant or as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2William Murphy
Limited PartnerCRD 343492
Robert Stafford
ChairmanCRD 433169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sausalito, CA
Marin
Location
Sausalito, CA
Headquartered in Sausalito, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 1505 Bridgeway
- Time zone
- PT (UTC-8)
- Office locations
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