Pacific Specialty Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pacific Specialty Investment Group provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, and also to pension and profit-sharing plans. As of April 30, 2026 the firm managed roughly $123 million on behalf of about 100 clients.
Portfolios are custom‑built using individual equities, exchange‑traded funds, closed‑end funds, REITs and fixed‑income ETFs, with investment decisions informed by macroeconomic and monetary‑cycle analysis and a mix of fundamental and technical research; client accounts are custodied at Charles Schwab and reviewed on a regular basis. The firm takes discretionary authority to implement its strategies while accommodating client‑imposed restrictions and tailoring objectives and risk tolerances.
What distinguishes PSIG from many peers is its affiliation with an entity that sponsors and manages private hedge funds and its use of performance‑based fee arrangements for eligible clients; the firm discloses these relationships and the resulting conflicts of interest. PSIG also states it applies a more active management style in performance‑fee accounts and describes policies and disclosure practices intended to mitigate conflicts when recommending affiliated funds.
Client services
Expertise
Fee options
$0 - $249,999: 2.00% $250,000 - $499,999: 1.70% $500,000 - $999,999: 1.50% $1,000,000 - $2,999,999: 1.30% $3,000,000+: 1.00%
20.00% of net investment gain per quarter with high water mark and qualified client requirements
Account minimum: $500,000
Main office
4100 Campus Dr., Ste 100
Newport Beach CA 92660
Advisors at this office
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Scott P
CFA®, Series 63
Newport Beach, CA
Pacific Specialty Investment Group, LLC
Scott Parent is a CFA® charterholder with 28 years of industry experience. He has worked at Pacific Specialty Investment Group, LLC since 2015 and also has experience with Parent Investment Management, LLC and Innovative Capital Management, LLC. Pacific Specialty Investment Group provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $123 million across about 100 clients and uses a custom, actively managed investment approach that incorporates macroeconomic analysis, fundamental and technical research, and a range of securities.
Christopher R
Series 63, Series 65
Newport Beach, CA
Pacific Specialty Investment Group, LLC
Christopher Rhodes is a financial advisor at Pacific Specialty Investment Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pacific Specialty Income Group since 2016. Outside of his advisory role, Rhodes grows cactus from seed as the owner of Orange County Cactus. Pacific Specialty Investment Group provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $123 million and employs a custom-built portfolio approach using equities, ETFs, closed-end funds, REITs, and fixed-income ETFs, applying macroeconomic and monetary-cycle analysis alongside fundamental and technical research.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")