Pacific Spirit Investments LP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pacific Spirit Investments LP provides customized investment management primarily for individuals (including high‑net‑worth clients), families, trusts, estates, small businesses, charitable organizations and retirement plans. The firm manages portfolios across traditional and alternative asset classes using mutual funds, ETFs, equities, bonds and treasuries, and operates as a small supported adviser with a limited number of client relationships and under $25 million in assets under management.
The firm’s investment process is centered on a bottom‑up, quantitative stock‑selection and portfolio construction methodology that is implemented after documenting client objectives and risk tolerances in an investment policy statement. Account implementation is generally discretionary and emphasizes centralized trade execution, order aggregation and ongoing broker/execution review as part of routine monitoring and reporting.
What distinguishes the firm from most peers is its willingness to offer performance‑based fee arrangements to qualified clients, a practice that is relatively uncommon among supported advisers, and its stated procedures to mitigate potential side‑by‑side conflicts. Its small scale and the ability to negotiate fee arrangements, combined with documented quantitative execution oversight, further set its operating model apart from larger or more standardized firms.
Client services
Expertise
Fee options
$0 - $10,000,000: 0.70% $10,000,000 - $15,000,000: 0.65% $15,000,000 - $25,000,000: 0.60% $25,000,000 - $100,000,000: 0.50% $100,000,000 - $200,000,000: 0.40% $200,000,000+: Negotiable
Typically 20% of profits above base fees; base fee 0.20% annually; max 1% quarterly fee on quarter-end AUM; fees negotiated and defined in writing
Account minimum: $250,000 Minimum fee: Minimum of $2,500 per quarter for performance-based fees
Main office
2223 Avenida De La Playa, Suite 206
La Jolla CA 92037
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
Advisors at this firm
Chandima M
Series 65, Series 63
La Jolla, CA
Pacific Spirit Investments LP
Chandima Mendis is a financial advisor at Pacific Spirit Investments LP with one year of industry experience. He holds Series 65 and Series 63 credentials and previously spent ten years at Bridgewest Capital Management. Outside of advisory work, he serves as a board member and senior executive for family office organizations and is involved with a technology company as a board member and investor. Pacific Spirit Investments LP offers customized investment management primarily for individuals, families, trusts, and small institutions. The firm employs a bottom-up, quantitative stock-selection process and provides discretionary portfolio management with performance-based fee options available for qualified clients.
Andrew M
Series 63, Series 65
La Jolla, CA
Pacific Spirit Investments LP
Andrew Mestyanek is a financial advisor at Pacific Spirit Investments LP with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Globeflex Capital, L.P. for 29 years and briefly at Andrew Mark Consultant. Outside of his advisory role, Mestyanek serves as CEO and Managing Member of Pacific Spirit LLC, a real estate investment company. Pacific Spirit Investments provides discretionary investment management and portfolio construction for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a bottom-up quantitative stock-selection and portfolio-construction process across traditional and alternative asset classes.
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