Bank / Wealth / TrustRIA · CRD 147086SEC-Registered

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Pacific Value

Pacific Value launched in 2008 in Boise, Idaho, with principals Mark Fredback, Scott Ferguson, and Eric Fredback. The firm serves individuals, families,...

Pacific Value logo

Pacific Value

Pacific Value launched in 2008 in Boise, Idaho, with principals Mark Fredback, Scott Ferguson, and Eric Fredback. The firm serves individuals, families, trusts, pension and profit-sharing plans, and small corporations. The principals collectively claim over 70 years of aggregate investment experience. The firm deploys a value-oriented approach across stocks and bonds. It appraises equity purchases based on a company's full business value relative to equity, sales, and cash flow. Pacific Value does not hedge its style — it explicitly refuses to be all things to all people. When discounted businesses are scarce or the risk-reward profile is unfavorable, the firm is comfortable holding cash. No specific portfolio companies, stages, or fund structures beyond separately managed accounts are disclosed. Pacific Value lists four professionals on its site: the three investment principals and an administrative assistant. The principals run separate businesses with distinctive styles while sharing a common value philosophy. The firm operates from a single office in downtown Boise. No additional offices, adjacent vehicles, or affiliated foundations are disclosed. Structurally, the firm's multi-principal model with individual business lines under a shared philosophy is uncommon for a boutique of its size. The arrangement distributes investment autonomy across named decision-makers rather than concentrating it in a single CIO, creating a partnership architecture that blends separate P&Ls with a unified investment creed.

General information

Firm type

Bank / Wealth / Trust

Year founded

2008

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Boise

Corporate office

101 Capitol Blvd Ste 502, Boise, ID 83702, United States

Principals

Mark Fredback

Principal

Scott Ferguson

Principal

Eric Fredback

Principal

Frequently asked questions

Who runs investment decisions at Pacific Value?

Three principals — Mark Fredback, Scott Ferguson, and Eric Fredback — each run separate businesses with distinctive styles on top of the same value philosophy. The firm does not name a single CIO. This means allocator due diligence likely requires evaluating each principal's track record and style independently within the shared framework.

What does Pacific Value do when it cannot find value opportunities?

Pacific Value states it is comfortable holding cash. If few values are available or if security prices do not compensate for the overall risk, the firm will sit in cash rather than dilute its discipline. This is an explicit part of the investment philosophy stated on the firm's website.

Is Pacific Value structured as a single-family office or a multi-family office?

Neither. Pacific Value is an investment management firm, not a family office. It manages money for individuals, families, trusts, pension and profit-sharing plans, and small corporations through separately managed accounts. The firm does not market itself as a multi-family office.

How does Pacific Value source investment ideas?

Pacific Value does not disclose its sourcing process publicly. Given its size, location in Boise, and value-only mandate focused on publicly traded stocks and bonds, sourcing is likely based on proprietary screening and fundamental analysis conducted by the three principals. The firm has not published information on a dedicated research team or external sourcing network.

Does Pacific Value invest in private markets or only public securities?

The firm's disclosed strategy focuses on stock and bond selection, implying publicly traded securities. Pacific Value does not mention venture capital, private equity, real estate, or other private-market asset classes on its website. Its value framework — appraising stock purchases against overall company value — is rooted in public-market analysis.

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