A complete list of active advisors currently associated with PAC Capital, LLC

Warmer can help you find a great advisor at PAC Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at PAC Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.