A complete list of active advisors currently associated with Pacific Strategic Management, LP
Warmer can help you find a great advisor at Pacific Strategic Management, LP or one who fits your needs even better.
Pacific Strategic Management provides investment management to a small, concentrated client base—about 21 investors—through separately managed accounts and as the adviser and general partner to limited partnerships that invest in publicly traded securities. Clients include individual investors (both non‑high‑net‑worth and high‑net‑worth), trusts and partnerships, as well as family and related accounts of the firm’s principals; the firm also operates private pooled vehicles available only to qualified purchasers, which is consistent with its status as a private fund adviser. The firm pursues a long‑term value compounding strategy, primarily allocating client capital to a limited number of unaffiliated, long‑term value managers and, with client consent, occasionally making direct equity investments. Investment selection and oversight emphasize an unusually intensive due‑diligence and monitoring program—reconstructing historical performance, background and legal checks, in‑person manager meetings and office visits, and ongoing real‑time monitoring of filings and manager behavior. What distinguishes this firm from many peers is its structure and scale: investment decision‑making is effectively concentrated in a single principal (a solo investment decision maker) while managing roughly $430 million in assets, producing a high AUM‑per‑advisor profile. It combines management of individual separately managed accounts with portfolio management for pooled fund‑of‑fund partnerships, charges AUM‑based fees for its services, and is not actively seeking new separately managed account clients or limited partners.
To learn more about the advisors currently working at Pacific Strategic Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
New York City, NY
| 23
|
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