PACIFIC SPECIALTY INVESTMENT GROUP, LLC

Overview

Pacific Specialty Investment Group, LLC is a privately held limited liability company that provides portfolio management primarily for individuals and small businesses, while also serving institutional clients. The firm charges fees based on a percentage of assets under management and can collect performance-based fees, indicating it deploys both traditional advisory mandates and strategies that link advisor compensation to investment results. It does not identify as an active ESG investor, is not multi-state, and operates under an individual owner structure. The firm also has roles beyond pure advisory work, acting as an adviser/sponsor and as a general partner or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives