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Pacific Specialty Investment Group, LLC

Updated today

Client assets under management

$112,494,232

Clients

106

41% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

53

Typical

Average account size

$1,061,266

About

Pacific Specialty Investment Group, LLC provides discretionary portfolio management and investment advice primarily to individual and high‑net‑worth clients, as well as pension and profit‑sharing plans and their participants. The firm manages roughly $125 million for about 106 clients through a small advisory team and charges asset‑based fees for ongoing portfolio management.

PSIG constructs customized portfolios guided by each client’s investment policy statement and an emphasis on macroeconomic and monetary cycle analysis, using individual stocks, ETFs, closed‑end funds, REITs, and fixed‑income instruments while applying both fundamental and technical analysis. Accounts are custodied at Charles Schwab and the firm generally maintains discretionary trading authority while allowing client‑imposed restrictions where appropriate.

What is most distinctive about the firm is that it sponsors and syndicates private hedge funds through an affiliated manager and is affiliated with other adviser entities, and it sometimes recommends those affiliated funds to accredited investors — arrangements that the brochure discloses as potential conflicts of interest. The firm also offers performance‑based fee arrangements for qualified clients and acknowledges a more reactive management style in those accounts, with policies described in the brochure intended to address side‑by‑side conflicts.

Client services

Portfolio management

Expertise

Private / alternative investments Active portfolio management Concentrated stock management Real estate investing

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $249,000: 2.00% $250,000 - $499,000: 1.70% $500,000 - $999,000: 1.50% $1,000,000 - $2,999,000: 1.30% $3,000,000+: 1.00%

Performance-based

20.00% of investment gains based on capital appreciation, charged quarterly in arrears, available only to qualified clients

Other

Account minimum: $500,000

Main office location

Pacific Specialty Investment Group, LLC

4100 Campus Dr., Ste 100

Newport Beach CA 92660, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Scott P

CFA®, Series 63

Newport Beach, CA

Pacific Specialty Investment Group, LLC

Scott Parent is a CFA® charterholder with 28 years of industry experience. He has worked at Pacific Specialty Investment Group, LLC since 2015 and has also been affiliated with Innovative Capital Management since 2000 and Finance 500 Advisory Services, Inc. from 1995 to 2016. Pacific Specialty Investment Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm’s investment approach combines macroeconomic and monetary cycle analysis with fundamental and technical security selection, offering customized portfolios that include a range of investment vehicles and privately offered hedge funds.

Private / alternative investments Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner
user avatar

Christopher R

Series 63, Series 65

Newport Beach, CA

Pacific Specialty Investment Group, LLC

Christopher Rhodes is a financial advisor at Pacific Specialty Investment Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pacific Specialty Income Group since 2016, after two years at F500 Advisory Services, Inc. Outside of his advisory work, he owns and operates Orange County Cactus, growing cacti from seed on weekends. Pacific Specialty Investment Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm’s investment approach combines macroeconomic and monetary cycle analysis with fundamental and technical security selection, offering customized portfolios and managing privately offered hedge funds.

Private / alternative investments Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner
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