PACIFIC VALUE, LLC

Overview

Pacific Value, LLC is a privately held investment adviser structured as a limited liability company and registered with the SEC since 2008. The firm’s advisory activity centers on discretionary portfolio management for individuals, small businesses and select institutional clients. Compensation is fee-based on a percentage of assets under management. Investment orientation is deliberately conservative and income-focused. Pacific Value tilts portfolios toward fixed-income instruments, with a clear emphasis on U.S. government bonds. The firm does not position itself as an ESG specialist, does not serve as a pension consultant, and is not organized as a multi-state or related adviser in its filings.

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Location & Offices