Multi-Family OfficeRIA · CRD 158601SEC-Registered

Updated:

Pacific Global Advisory Group

PACIFIC GLOBAL ADVISORY GROUP LLC is an SEC-registered investment adviser in DALLAS, TX. The firm manages approximately $94 million in regulatory assets.

Pacific Global Advisory Group

PACIFIC GLOBAL ADVISORY GROUP LLC is an SEC-registered investment adviser in DALLAS, TX. The firm manages approximately $94 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

Real EstatePrivate CreditInfrastructure

Frequently asked questions

How does Pacific Global Advisory Group differ from a single-family office?

Pacific Global Advisory Group operates as a multi-family office, serving multiple wealthy families rather than a single family. This structure allows families to share investment opportunities and operational infrastructure.

What investment strategies does Pacific Global Advisory Group use?

Pacific Global Advisory Group focuses on direct investments and co-investments in real assets, including real estate, private credit, and infrastructure. The firm targets North American opportunities.

Is Pacific Global Advisory Group's AUM publicly known?

No. The firm does not publicly disclose its assets under management. This is common for multi-family offices that maintain client confidentiality.

Does Pacific Global Advisory Group have a philanthropic foundation?

The firm does not publicly disclose any philanthropic structures. Many multi-family offices keep charitable vehicles separate from the advisory entity.

What is the geographic focus of Pacific Global Advisory Group?

The firm focuses on investments within North America. The specific states or regions of focus are not publicly disclosed.

Who are the principals at Pacific Global Advisory Group?

The firm does not disclose its named principals publicly. This is consistent with many multi-family office operations where confidentiality is prioritized.

Does Pacific Global Advisory Group make fund commitments or only direct deals?

The firm appears to favor direct investments and co-investments rather than fund commitments, focusing on real assets where it can partner directly with operators.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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