Data / Investment advisers / California / Pacific Specialty Investment Group, LLC
Pacific Specialty Investment Group, LLC, Newport Beach, CA: $123 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pacific Specialty Investment Group, LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $123 million in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 282463
- SEC file number
- 801-136588
- SEC status
- Approved, effective June 26, 2026
- Main office
- 4100 Campus Dr., Ste 100, Newport Beach, CA 92660
- Phone
- (949) 379-7333
- Website
- psinvestmentgroup.com
- Regulatory AUM
- $123,212,802 in the Form ADV filed October 21, 2026
- Discretionary AUM
- $123,212,802
- Accounts
- 265
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $97 million |
| Individuals (other than high net worth individuals) | 61 | $26.2 million |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sidoxia Capital Management, LLC | Newport Beach | $149 million | 1 | adviserinfo.sec.gov |
| Tax Efficient Asset Management Solution, Inc. | Newport Beach | $148.3 million | Not listed | adviserinfo.sec.gov |
| Procore Advisors, LLC | Newport Beach | $143.7 million | Not listed | adviserinfo.sec.gov |
| Crystal Cove Asset Management | Newport Beach | $135.2 million | Not listed | adviserinfo.sec.gov |
| Banta Asset Management LP | Newport Beach | $128.7 million | Not listed | adviserinfo.sec.gov |
| Triad Investment Management, LLC | Newport Beach | $119.5 million | Not listed | adviserinfo.sec.gov |
| Pariax Private Wealth Management | Newport Beach | $115.4 million | Not listed | adviserinfo.sec.gov |
| Lockerman Financial Group, Inc | Newport Beach | $110.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Pacific Specialty Investment Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.