PASCO Investment Advisors

The firm's named principals are not publicly documented in available sources. As an SEC-registered investment adviser, the firm must disclose its key personnel on Form ADV, but those filings may not be current in public databases. Institutional allocators can request Form ADV directly from the firm to assess the investment team's credentials.

PASCO Investment Advisors does not publicly disclose a minimum account size. Many RIAs set minimums between $500,000 and $5 million for managed accounts, but this firm's specific threshold is not stated in any reviewed source. Prospective clients should contact the firm directly for account-opening requirements.

Public sources do not specify PASCO's allocation to alternative assets. As a discretionary RIA, the firm may recommend alternative investments based on individual client suitability, but no dedicated funds or co-investment platforms are mentioned in available records. The firm's Form ADV Part 2A brochure would disclose its investment strategies and types of assets used.

No publicly available information links PASCO Investment Advisors to a parent company, family office, or affiliated advisory network. The firm appears to operate independently. Investors seeking clarity on ownership structure should review the firm's CRD number and regulatory filings via the SEC's Investment Adviser Public Disclosure (IAPD) website.

PASCO's client base includes institutional investors and high-net-worth individuals, according to its RIA registration. The specific sources of wealth — whether earned through business ownership, inheritance, or positions in specific industries — are not discussed in any public materials. This is typical for advisory firms that emphasize client privacy.

Fee schedules are not publicly disclosed by PASCO. SEC-registered advisers must calculate fees based on a percentage of AUM (typically 0.5% to 1.5% annually for most RIAs), but exact rates may vary by account size. The firm's ADV filing would list its maximum fee percentages and any breakpoints. All fees must be fully disclosed in the client agreement.

Based on publicly available information, PASCO's investment vehicle types are unknown. RIAs commonly offer both separately managed accounts (SMAs) and pooled vehicles such as limited partnerships or collective investment trusts. The absence of fund names or regulatory filings for specific products suggests the firm primarily operates through customized separate accounts for clients.