Pacific Specialty Investment Group, LLC

PACIFIC SPECIALTY INVESTMENT GROUP, LLC is an SEC-registered investment adviser in NEWPORT BEACH, CA. The firm manages approximately $123 million in...

Overview

PACIFIC SPECIALTY INVESTMENT GROUP, LLC is an SEC-registered investment adviser in NEWPORT BEACH, CA. The firm manages approximately $123 million in regulatory assets. It has 2 employees and 2 investment advisers. PACIFIC SPECIALTY INVESTMENT GROUP, LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-21, it reported 2 employees; 265 advisory accounts; services including Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Performance-based fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

RIA

Who runs Pacific Specialty Investment Group, LLC?

No principals are named in public records. The firm's management and investment decision-makers are not disclosed.

Does Pacific Specialty Investment Group invest directly or through funds?

There is no public information on whether Pacific Specialty Investment Group makes direct investments, commits to funds, or uses other vehicles.

Where is Pacific Specialty Investment Group located?

The firm is registered in the United States, but no specific city or office address is publicly available.

What is the AUM of Pacific Specialty Investment Group?

Pacific Specialty Investment Group does not publicly disclose its assets under management. The AUM band is listed as Undisclosed.

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