PAC Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PAC Capital provides discretionary (and at times non‑discretionary) investment management for separately managed accounts and also offers sub‑advisor and consulting services to institutional and individual clients, including periodic oversight and allocation recommendations for 401(k) and 529 plan participants. The firm operates with a small advisory team and manages roughly $73 million for a concentrated client base.
The firm combines fundamental and systematic analysis and employs a multi‑strategy toolkit — including core‑plus, convertible‑securities arbitrage, relative‑value, event‑driven, directional and absolute‑return approaches — and may use derivatives, leverage and short selling where strategy mandates permit. Portfolios are tailored to client mandates and the firm may develop and implement quantitative models and new analytical methods over time.
Distinctive operational features include acting as a sub‑advisor and providing formal investment consulting in addition to portfolio management, a code of ethics and an explicit policy of not maintaining proprietary trading accounts so client trades are fully allocated to client accounts. PAC Capital also does not accept performance‑based fees, may negotiate brokerage that includes research services, and uses multiple prime brokers and aggregated trade allocations in its execution process.
Client services
Expertise
Fee options
Separately negotiated fixed fee may be charged for consulting services if minimum annual investment advisory fee is not met.
$0 - $5,000,000: 1.25% per annum $5,000,000 - $10,000,000: 1.00% per annum $10,000,000 - $25,000,000: 0.75% per annum $25,000,000+: 0.50% per annum
Account minimum: $500,000 Minimum fee: Generally, the Firm may impose a minimum annual fee of $5,000 for investment advisory services.
Main office
Lake Forest IL
Advisors at this office
1
Most active in
Illinois
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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