Pelican Bay Asset Management, Inc.

Overview

Pelican Bay Asset Management, Inc. is a small, boutique advisory firm that manages a concentrated pool of client assets with a clear preference for publicly traded equities. The firm operates on a non-discretionary advisory model, providing portfolio management for individuals and small businesses and charging fees as a percentage of assets under management. Its client base includes both individual and family clients as well as institutional relationships, and the company is owned by an individual operator rather than an institutional parent. Pelican Bay does not position itself as an ESG-driven manager and is not registered as a multi-state adviser. Investment activity centers on liquid equity exposures supplemented by pooled vehicles and selected alternative strategies. The firm’s stated allocation tendencies point to exchange-traded equities as the primary building block of client portfolios, with mutual funds used for additional diversification and third‑party managers brought in for hedge fund and real estate exposure.

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Public Holdings

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Location & Offices