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| Pacific Strategic Management LP
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|---|---|
| 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 ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Pacific Strategic Investors Hedge Fund I Master Fund LP | 2012-03-29 | 237.7 M | |
| HF | Pacific Strategic Investors Hedge Funds LP | [2012-03-29] | 393.6 M | 162.5 M |
| Filed 2018-09-05 (D/A) · Exemption 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Pacific Strategic Investors Hedge Funds Offshore Ltd | 2012-03-29 | 75.2 M | |
| PE | Pacific Strategic Investors Private Equity I LP | 2012-03-29 | 0.1 M | |
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 3 | 2 | |
| David Napach | Executive Officer | 3 | 2 | |
| Pacific Strategic Investors Corp | Executive Officer | 2 | 2 | |
| Monica Benton | Executive Officer | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
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