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| Keyboard |
| Pacific Specialty Investment Group LLC
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|---|---|
| CRD # | 282463 |
| SEC # | 801-136588 |
| CIK # | |
| AUM | 123.2 M (2026-05-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 949-379-7333 |
| Address | 4100 Campus Dr, Ste 100 Newport Beach, CA 92660 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 26.2 |
| (b) Individuals (high net worth individuals) | 42 | 97.0 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 265 | 123.2 |
| By Discretionary | ||
| Discretionary | 265 | 123.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 265 | 123.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.2 | |
| Total | 265 | 123.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Peace of Mind Financial Inc
✚
|
CO | 123.6 M |
|
Schuylkill Financial LLC
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|
PA | 123.6 M |
|
Tactica LLC
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|
123.5 M | |
|
Investment Management Trust LLC
✚
|
MA | 123.5 M |
|
O'Domhnaill Enterprises Inc
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|
WY | 123.3 M |
|
Fifit LLC
✚
|
123.1 M | |
|
Worth Financial Group Inc
✚
|
TX | 122.8 M |
|
Legacy Financial Services Group Inc
✚
|
MI | 122.8 M |
|
Contango Wealth Management LLC
✚
|
CA | 122.8 M |
|
RALL Capital Management Inc
✚
|
FL | 122.7 M |