|
⚲
|
| Pacific Strategic Management LP
✚
|
|
|---|---|
| CRD # | 127990 |
| SEC # | 801-62342 |
| CIK # | |
| AUM | $426.5 M (2026-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 713-495-5220 |
| Address | 711 Lousiana Street Houston, TX 77002 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Pacific Strategic Investors Hedge Fund I Master Fund LP | 2012-03-29 | 237.7 | |
| HF | Pacific Strategic Investors Hedge Funds LP | [2012-03-29] | 393.6 | 162.5 |
| HF | Pacific Strategic Investors Hedge Funds Offshore Ltd | 2012-03-29 | 75.2 | |
| PE | Pacific Strategic Investors Private Equity I LP | 2012-03-29 | 0.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 4.6 |
| (b) Individuals (high net worth individuals) | 14 | 187.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 237.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 58 | 429.6 |
| By Discretionary | ||
| Discretionary | 58 | 429.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 58 | 429.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 75.2 | |
| United States Persons | 354.4 | |
| Total | 58 | 429.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Pacific Strategic Investors LP | 3 | 2 | ||
| David Napach | 3 | 2 | ||
| Pacific Strategic Investors Corp | 2 | 2 | ||
| Monica Benton | 2 | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthspring Capital LLC
✚
|
NY | 0.5 |
|
Bonaventure Capital LLC
✚
|
AL | 0.5 |
|
Cook Pine Capital LLC
✚
|
CT | 0.5 |
|
Peter Kimmelman Asset Management LP
✚
|
NY | 0.5 |
|
Appomattox Advisory Inc
✚
|
NY | 0.4 |
|
Lavelle Capital LP
✚
|
CA | 0.4 |
|
MRM-Horizon Advisors LLC
✚
|
MA | 0.4 |
|
Attinger LLC
✚
|
PA | 0.4 |
|
Islay Capital Management LLC
✚
|
TX | 0.4 |
|
Ardent Capital Management Inc
✚
|
OH | 0.3 |