Bank / Wealth / TrustRIA · CRD 106962SEC-Registered

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Pacific Global Investment Management

George Henning launched the firm over three decades ago as the investment manager for the Pacific Advisors family of mutual funds. A decade later, it began...

Pacific Global Investment Management logo

Pacific Global Investment Management

George Henning launched the firm over three decades ago as the investment manager for the Pacific Advisors family of mutual funds. A decade later, it began taking on separate accounts for individuals and institutions from its single office in Glendale, California. The firm is privately held and operates as a California corporation. Pacific Global describes its strategy as focused, long-only value equity investing. The team buys what it considers high-quality, well-positioned companies at prices it deems attractive, accumulates shares over time, and monitors positions to respond to market opportunities. The firm manages portfolios on a fully personalized basis, stating that no two client portfolios are identical. There is no public record of specific portfolio holdings or named co-investors. The firm provides investment advisory and portfolio management services from its headquarters at 500 North Brand Boulevard in Glendale. No team-size figure or adjacent vehicle — such as a philanthropic foundation or separate real-asset arm — is publicly disclosed by the firm. Pacific Global’s structure ties it to both a legacy mutual-fund complex and a discretionary separate-account business. That dual architecture means a single investment team runs a concentrated value book across commingled and individually tailored sleeves — a governance setup where every client account reflects the same house view but is shaped by different constraints.

General information

Firm type

Bank / Wealth / Trust

Year founded

1991

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Glendale

Corporate office

500 North Brand Boulevard, Suite 2160, Glendale, CA 91203, United States

Principals

George Henning

Founder

Frequently asked questions

How did Pacific Global Investment Management originate?

George Henning started the firm in 1991 to provide investment management services to the Pacific Advisors family of mutual funds. Roughly ten years later, it opened its services to individual and institutional separate-account clients. The firm remains privately held and is headquartered in Glendale, California.

What investment strategy does the firm follow?

Pacific Global practices focused, long-only value investing. It seeks to buy high-quality, well-positioned companies at prices it considers attractive, typically accumulating shares over time. The team actively monitors each holding to respond to market opportunities.

Does Pacific Global run a pooled fund or only customized separate accounts?

The firm operates both structures. It serves as the investment manager for the Pacific Advisors mutual fund family and also manages individually tailored portfolios for separate-account clients. The firm emphasizes that no two client portfolios are identical.

Who makes investment decisions at Pacific Global?

The firm’s website identifies George Henning as the founder, but it does not publicly list a chief investment officer or additional portfolio managers. Investment decisions appear to be made by a small, centralized team operating from the Glendale headquarters.

How is the firm regulated?

Pacific Global operates as an investment adviser registered with the US Securities and Exchange Commission. Its Form ADV and public disclosures are accessible through the SEC’s Investment Adviser Public Disclosure website.

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