SOUTHERN PACIFIC ASSET MANAGEMENT L.L.C.

Overview

Southern Pacific Asset Management L.L.C. is an independent, fee-based registered investment adviser that serves individual and family clients with a focus on discretionary portfolio management and financial planning. The firm markets itself as a capital allocator and provides selection of other advisers, periodic publications or newsletters, and educational seminars and workshops. Its reported business mix shows a clear preference for equity exposure: exchange-traded equities make up the majority of client assets and the firm does not identify as an active ESG investor. Service delivery centers on percentage-of-AUM advisory fees and directly managed accounts. The advisory activities disclosed emphasize individualized portfolio management for individuals and small businesses, supported by financial planning and third-party manager selection when appropriate. Given the small scale of the enterprise, the firm appears to deliver hands-on, advisor-driven wealth management rather than a product‑heavy platform approach.

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Public Holdings

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Location & Offices