Firm profile

Pacific Strategic Management, LP

HOUSTON, TXCRD 127990Registration Status: ApprovedEffective since September 26, 2003SEC # 801-62342Latest ADV March 31, 2026

Pacific Strategic Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 31, 2026, reports $426M in regulatory assets under management, 3 employees, 1 office, and 68 accounts.

Assets Under Management

$426M

Employees

Offices

1 office

Total Clients

Associated firm names

1 name listed

PACIFIC STRATEGIC MANAGEMENT, LP

Leadership

1 roles identified

CCOMathew D. Wolf

Advisory services offered

2 types reported

Portfolio management for individuals and small businesses

Portfolio management for pooled investment vehicles

Fee models offered

1 types reported

Asset based fees

Offices & Contact

Primary office

HOUSTON, Texas, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

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Texas

HOUSTONPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone713-495-5220 WebsiteVisit website

LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$426Mas of March 31, 2026

Discretionary100.0%

$426M

100% of total RAUM100.0%

Non-discretionary0.0%

0% of total RAUM0.0%

All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentHNWI represent 83.3% of total clients.

Top client categories% of clientsClients

HNWI

83.3%

Pooled Investment Vehicles

12.5%

Individuals

4.2%

Categories with <5 clients

Individuals (other than high net worth individuals)<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$426M

Total Accounts68

10Y AUM Change$-34M (-7.4%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3

Clients per Employee8:1

10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

MATHEW DAVIS WOLFDirect owner · Schedule AInterest in PACIFIC STRATEGIC MANAGEMENT, LP

25% to < 50%

DAVID FARRELL NAPACHDirect owner · Schedule AInterest in PACIFIC STRATEGIC MANAGEMENT, LP

25% to < 50%

ANN WOLF, 1995 MARITAL TRUSTDirect owner · Schedule AInterest in PACIFIC STRATEGIC MANAGEMENT, LP

5% to < 10%

PACIFIC STRATEGIC INVESTORS CORP.Direct owner · Schedule AInterest in PACIFIC STRATEGIC MANAGEMENT, LP

< 5%

DAVID FARRELL NAPACHIndirect owner · Schedule BInterest in PACIFIC STRATEGIC INVESTORS CORP.

50% to < 75%

MATHEW DAVIS WOLFIndirect owner · Schedule BInterest in PACIFIC STRATEGIC INVESTORS CORP.

50% to < 75%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Pacific Strategic Management, LP.

Reported ownership and control details

Form ADV · Filing date 2026-03-31 · Schedules A and B

8 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	MATHEW DAVIS WOLFCHIEF COMPLIANCE OFFICER, LIMITED PARTNERIndividual	PACIFIC STRATEGIC MANAGEMENT, LP	25% to less than 50%Code C	Yes	CHIEF COMPLIANCE OFFICER, LIMITED PARTNER06/2008	Schedule APDF page 29
2	DAVID FARRELL NAPACHLIMITED PARTNERIndividual	PACIFIC STRATEGIC MANAGEMENT, LP	25% to less than 50%Code C	Yes	LIMITED PARTNER02/2001	Schedule APDF page 29
3	ANN WOLF, 1995 MARITAL TRUSTLIMITED PARTNERDomestic entity	PACIFIC STRATEGIC MANAGEMENT, LP	5% to less than 10%Code A	No	LIMITED PARTNER02/2001	Schedule APDF page 29
4	PACIFIC STRATEGIC INVESTORS CORP.GENERAL PARTNERDomestic entity	PACIFIC STRATEGIC MANAGEMENT, LP	Less than 5%Code NA	No	GENERAL PARTNER02/2001	Schedule APDF page 29
5	MONICA KOMIVES BENTONCHIEF OPERATIONS OFFICERIndividual	PACIFIC STRATEGIC MANAGEMENT, LP	Less than 5%Code NA	Yes	CHIEF OPERATIONS OFFICER01/2003	Schedule APDF page 29
6	DAVID FARRELL NAPACHPRESIDENTIndividual	PACIFIC STRATEGIC INVESTORS CORP.	50% to less than 75%Code D	Yes	PRESIDENT02/2001	Schedule BPDF page 30
7	MATHEW DAVIS WOLFDIRECTORIndividual	PACIFIC STRATEGIC INVESTORS CORP.	50% to less than 75%Code D	Yes	DIRECTOR02/2001	Schedule BPDF page 30
8	Daisy Davis WolfTRUSTEEIndividual	ANN WOLF, 1995 MARITAL TRUST	Percentage not specifiedCode F	No	TRUSTEE01/2019	Schedule BPDF page 30

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/31/2026 12:33:26 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.