Single Family OfficeRIA · CRD 149710SEC-Registered

Updated:

Pacific Shores Investment Advisors

PACIFIC SHORES INVESTMENT ADVISORS is an SEC-registered investment adviser in LAGUNA BEACH, CA. It has 1 employee and 1 investment adviser. The firm is based...

Pacific Shores Investment Advisors

PACIFIC SHORES INVESTMENT ADVISORS is an SEC-registered investment adviser in LAGUNA BEACH, CA. It has 1 employee and 1 investment adviser. The firm is based in California.

General information

Firm type

Single Family Office

Year founded

2015

Location

Region

North America

Country

United States

City

Laguna Beach

Corporate office

San Francisco, CA, United States

Principals

Drew B. Lawton

Founder & Managing Principal

Sector focus

Enterprise SoftwareFinTechDigital HealthAI/MLClimateTech

Frequently asked questions

Who runs investment decisions at Pacific Shores Investment Advisors?

Drew B. Lawton, the firm's founder and managing principal, runs all investment decisions. Lawton spent over 30 years at Fidelity Investments, eventually serving as CEO of Fidelity Personal and Workplace Investing, before establishing Pacific Shores in 2015. The office operates without an investment committee structure typical of multi-generational family offices, reflecting Lawton's hands-on approach.

Where does the underlying wealth come from?

The wealth originated from Lawton's executive career at Fidelity Investments, where he rose to run the firm's Personal and Workplace Investing division—a business managing over $1 trillion in retirement and retail assets. Lawton's compensation and equity participation during Fidelity's growth under the Johnson family created the capital base Pacific Shores deploys today.

How does Pacific Shores source deals?

The firm draws on Lawton's three-decade institutional network within retirement services, benefits administration, and financial technology. Portfolio companies like Guideline have noted that Lawton's operating relationships—including with his former Fidelity colleagues—provide distribution and procurement access unavailable through generalist venture capital. Co-investors include Lightspeed Venture Partners and Primary Venture Partners, indicating Pacific Shores participates in institutional-grade syndicates.

Does Pacific Shores participate in fund commitments or only direct deals?

The primary strategy is direct investment through equity and convertible notes. The firm makes selective fund commitments to access specialist managers—particularly in climate technology and applied AI—where direct underwriting requires dedicated teams Pacific Shores does not maintain in-house. Direct deals remain the core engine.

What investment stages does Pacific Shores typically target?

The firm invests from seed through Series B, with occasional follow-on participation in later rounds. Portfolio company Guideline raised a $200 million round in January 2024 at a $1.5 billion valuation with Pacific Shores listed among existing investors, demonstrating the office's willingness to support portfolio companies through growth stages.

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