Pacific Specialty Investment Group, LLC

Overview

Pacific Specialty Investment Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides portfolio management for individuals and small businesses and structures fees as a percentage of assets under management with the ability to charge performance-based fees in certain arrangements. It does not present itself as an ESG investor, and it is not positioned as a multi-state or pension consultant adviser. The firm also appears to act in sponsor and managing-member roles for pooled investment vehicles, indicating involvement on the product/manager side in addition to client-facing advisory services.

Assets & Accounts

Investments & Alternatives