A complete list of active advisors currently associated with Pacific Spirit Investments LP

Warmer can help you find a great advisor at Pacific Spirit Investments LP or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pacific Spirit Investments LP, 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.