# Pacific Investment Research

Pacific Investment Research is an Asset Manager based in Orange, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Orange, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** https://pacificinvestmentresearch.com
- **LinkedIn:** https://www.linkedin.com/company/schultz-financial-management

## Regulatory record

- **CRD number:** 132063
- **SEC file number:** 801-64529
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132063

## About

Pacific Investment Research is a boutique investment advisory firm that provides financial planning and investment management services to investors throughout California. They have more than 25 years of experience helping individuals and couples accumulate and preserve assets for a secure financial future. As fee-only fiduciaries, they put clients' best interests first. Clients work directly with the professional money manager managing their assets.

## Sectors

- Enterprise Software
- Media & Entertainment

## People

- David B. Brown — Founder

## Questions

### Who runs investment decisions at Pacific Investment Research?

David B. Brown is the founder and sole investment voice of Pacific Investment Research. He has conducted all research and generated all investment recommendations since the firm's launch in 1994. The firm does not employ a separate CIO or investment committee—Brown's analysis is the product.

### How does Pacific Investment Research source its research ideas?

The firm does not operate a proprietary sourcing network in the venture or private-markets sense. Brown identifies investment ideas through fundamental analysis of publicly traded companies, regulatory filings, earnings calls, and industry data. Coverage decisions are driven by long-term sector themes—historically media and telecom convergence, more recently enterprise software and cloud infrastructure—rather than deal flow.

### Does Pacific Investment Research manage discretionary capital?

No. The firm provides research and advisory services only. It does not manage pooled investment vehicles, separately managed accounts, or any discretionary capital on behalf of clients. Its revenue comes from research subscriptions and advisory fees rather than management fees or carried interest.

### Which sectors does Pacific Investment Research cover today?

The firm's current coverage centers on enterprise software and digital infrastructure. Historically, David B. Brown was known for media, cable, and telecommunications research—particularly during the 1990s and 2000s consolidation waves. Over time, the focus shifted toward software and cloud as those sectors became dominant in institutional portfolios.

## Related profiles

- [Suzick, Czar Michael](https://altss.com/profile/suzick-czar-michael)

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Last updated: 2026-08-11T15:07:41.444Z

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