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, and 68 accounts.
Assets Under Management
$426M
Employees
3
Offices
--
Total Clients
24
Primary office
HOUSTON, TX
711 LOUSIANA STREET, SUITE 1660, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.3% of total clients.
Top client categories% of clientsClients
1
HNWI
83.3%
20
2
Pooled Investment Vehicles
12.5%
3
3
Individuals
4.2%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
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
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$426M
Total Accounts68
10Y AUM Change$-34M (-7.4%)
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%)
* 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.