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⚲
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| Pacific Global Investment Management Co
✚
| |
|---|---|
| CRD # | 106962 |
| SEC # | 801-41668 |
| CIK # | 0000908431 |
| AUM | $740.2 MM (2024-03-28) |
| Employees | 14 (29% Investors, 0% Brokers) |
| Phone | 818-242-6693 |
| Address | 101 N Brand Blvd Glendale, CA 91203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 42.2 | |
| MSFT | 1,918,222.4 | 35.7 | |
| GOOG | 1,482,566.4 | 27.2 | |
| AMZN | 1,092,997.8 | 18.5 | |
| NVDA | 399,550.0 | 16.3 | |
| WMT | 335,434.5 | 11.5 | |
| JPM | 340,169.2 | 10.3 | |
| JNJ | 465,600.2 | 9.9 | |
| PG | 338,108.9 | 9.8 | |
| BAC | 278,315.2 | 9.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 44.4 |
| (b) Individuals (high net worth individuals) | 309 | 660.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 9.9 |
| (h) Charitable organizations | 3 | 14.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 973 | 740.2 |
| By Discretionary | ||
| Discretionary | 973 | 740.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 973 | 740.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 740.1 | |
| Total | 973 | 740.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000908431] | |
| D | [0000908431] | |
| SC 13G | [0000908431] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| [2012-01-11] | ||
| [2012-01-11] |
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|---|---|---|
|
Golden State Equity Partners LLC
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|
CA | 0.7 |
|
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Childress Capital Advisors LLC
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TX | 0.7 |
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TX | 0.7 |
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PA | 0.7 |
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Verum Partners LLC
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NC | 0.7 |
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Capital Insight Partners LLC
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AZ | 0.7 |