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Pacific Specialty Investment Group, LLC

● SEC registered since 2026CRD 282463SEC# 801-136588Newport Beach, CA
Export (members)
Reg. AUM
$123.2M
Employees
2
Accounts
265
Location
Newport Beach, CA

Pacific Specialty Investment Group, LLC assets under management

Pacific Specialty Investment Group, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2026. It reports $123.2 million in regulatory assets under management and employs 2 people.

Pacific Specialty Investment Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Scott Michael Parent ControlManaging Member / Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Pacific Specialty Investment Group, LLC manage?

Pacific Specialty Investment Group, LLC reports $123.2 million in regulatory assets under management on its Form ADV.

How many employees does Pacific Specialty Investment Group, LLC have?

Pacific Specialty Investment Group, LLC reports 2 employees.

Where is Pacific Specialty Investment Group, LLC located?

Pacific Specialty Investment Group, LLC is based in Newport Beach, CA and has been SEC-registered since 2026.

Does Pacific Specialty Investment Group, LLC disclose fund performance?

Pacific Specialty Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4100 Campus Dr., Ste 100, Newport Beach, CA 92660
Phone(949) 379-7333
Office hours9:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$123.2M
Non-discretionary$0
Total (RAUM)$123.2M