PACIFIC SPECIALTY INVESTMENT GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $123.2M |
| Discretionary | $123.2M100% of AUM |
| Client Accounts | 265 |
| Avg Account Size | $465K |
| Employees | 2 |
| Peak AUM | $123.2MMay 2026 |
AUM by Client Type
Total AUM
$123M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $123M | — | — | — | |
| Discretionary AUM | $123M | — | |||
Key Metrics
| Total AUM | $123.2M |
| Discretionary | $123.2M |
| Employees | 2 |
| Client Accounts | 265 |
Contact & Location
Address
4100 CAMPUS DR., STE 100
NEWPORT BEACH CA 92660
Phone
(949) 379-7333
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$123M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
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