NEWPORT BEACH, CACRD 282463Registration Status: ApprovedEffective since June 26, 2026Latest ADV May 27, 2026
Pacific Specialty Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated May 27, 2026, reports $123M in regulatory assets under management, 2 employees, and 265 accounts.
Assets Under Management
$123M
Employees
2
Offices
--
Total Clients
103
Primary office
NEWPORT BEACH, CA
4100 CAMPUS DR., STE 100, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.2% of total clients.
Top client categories% of clientsClients
1
Individuals
59.2%
61
2
HNWI
40.8%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of May 27, 2026
Discretionary100.0%
$123M
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.
Total AUM$123M
Total Accounts265
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee52:1
10Y Employee Change—
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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.
This firm has a multi year gap in available SEC ADV filing history between 2016 and 2026. Charts show the most recent available filing segment under this CRD.
* 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.