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| Pacific Global Investment Management Company
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| CRD # | 106962 |
| SEC # | 801-41668 |
| CIK # | 0000908431 |
| AUM | 87.5 M (2026-06-26) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-404-6693 |
| Address | 500 N Brand Blvd Glendale, CA 91203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000908431 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Helix Energy Solutions Group Inc | 3.4 | ||
| Microsoft Corp | 3.1 | ||
| Apple Inc | 2.8 | ||
| Rush Enterprises Inc TX | 2.5 | ||
| Chefs' Warehouse Inc | 2.4 | ||
| East West Bancorp Inc | 2.4 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Kirby Corp | 2.3 | ||
| Amazon Com Inc | 2.2 | ||
| Mastercard Inc | 2.2 | ||
| Oracle Corp | 1.9 | ||
| Chevron Corp | 1.9 | ||
| Chesapeake Energy Corp | 1.8 | ||
| O Reilly Automotive Inc | 1.7 | ||
| Penske Automotive Group Inc | 1.7 | ||
| Covenant Transportation Group Inc | 1.7 | ||
| Take Two Interactive Software Inc | 1.6 | ||
| AbbVie Inc | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Citigroup Inc | 1.5 | ||
| Darling International Inc | 1.4 | ||
| SAIA Inc | 1.4 | ||
| Alphabet Inc | 1.3 | ||
| Atlanta Braves Holdings Inc | 1.1 | ||
| North American Energy Partners Inc | 1.1 | ||
| Delta Air Lines Inc | 1.1 | ||
| Exterran Holdings Inc | 1.1 | ||
| Tractor Supply Co /DE/ | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 15.6 |
| (b) Individuals (high net worth individuals) | 45 | 64.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.9 |
| (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 | 2 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 198 | 87.5 |
| By Discretionary | ||
| Discretionary | 197 | 86.9 |
| Non-Discretionary | 1 | 0.6 |
| Total | 198 | 87.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 87.5 | |
| Total | 198 | 87.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000908431] | |
| D | [0000908431] | |
| SC 13G | [0000908431] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| [2012-01-11] | ||
| [2012-01-11] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 140 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Redwood Advisory LLC
✚
|
NY | 88.5 M |
|
Ivesta Corp
✚
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NY | 88.0 M |
|
Contego Capital Group Inc
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MN | 88.0 M |
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Wealthfd LLC
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PA | 87.8 M |
|
IBN Financial Services Inc
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NY | 87.7 M |
|
The Wealthplan LLC
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|
Quincy Wells Advisors LLC
✚
|
IL | 87.3 M |
|
Genesis Asset Management Group Inc
✚
|
86.6 M | |
|
Eagan Capital Management LLC
✚
|
NY | 86.2 M |
|
MACE Capital Management LLC
✚
|
NY | 86.2 M |