Pacific Specialty Investment Group, LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 282463
- Registered since
- June 26, 2026
- Website
- www.psinvestmentgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI78.76%
- Individuals21.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pacific Specialty Investment Group, LLC is an independent, owner-operated RIA organized as an LLC that provides portfolio management for individuals and small businesses. The firm serves individual and family clients and charges advisers’ fees as a percentage of assets under management alongside performance-based fee arrangements. Pacific Specialty Investment Group is registered with the SEC as of 2026. The firm does not present itself as an ESG investor and does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities37%
- Cash & Cash Equivalents10%
- US Government Bonds7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 4100 Campus Dr
- Time zone
- PT (UTC-8)
- Office locations
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