PACIFIC STRATEGIC MANAGEMENT, LP

other names
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Adviser Profile
As of Date 04/04/2025
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 1
Registration SEC, Approved, 09/26/2003
AUM* 397,127,753 17.63%
of that, discretionary 397,127,753 17.63%
Private Fund GAV* 210,989,256 -52.89%
Avg Account Size 6,847,030 -0.62%
% High Net Worth 57.14% 100.00%
SMA’s Yes
Private Funds 3 1
Contact Info 713 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

526M 451M 376M 301M 226M 150M 75M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$210,989,256

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