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Building 2PACIFIC STRATEGIC MANAGEMENT, LP

Map pinHOUSTON, TX
Phone713-495-5220
NotebookSEC #801-62342
Total AUM
$426.5M
Employees
3
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
711 LOUSIANA STREET
SUITE 1660
HOUSTON
TX 77002
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
713-495-5220

ReceiptFinancials

Total AUM
$426.5M
Accounts
68
Discretionary
$426.5M
Accounts
68
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$206.9K
HNW Individual Clients
20
AUM
$191.7M
Pooled Vehicle Clients
3
AUM
$234.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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