Pacific Spirit Investments LP

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Client assets under management

$19,461,194

Clients

30% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$973,060

About

Pacific Spirit Investments LP provides customized investment management primarily for individuals (including high‑net‑worth clients), families, trusts, estates, small businesses, charitable organizations and retirement plans. The firm manages portfolios across traditional and alternative asset classes using mutual funds, ETFs, equities, bonds and treasuries, and operates as a small supported adviser with a limited number of client relationships and under $25 million in assets under management.

The firm’s investment process is centered on a bottom‑up, quantitative stock‑selection and portfolio construction methodology that is implemented after documenting client objectives and risk tolerances in an investment policy statement. Account implementation is generally discretionary and emphasizes centralized trade execution, order aggregation and ongoing broker/execution review as part of routine monitoring and reporting.

What distinguishes the firm from most peers is its willingness to offer performance‑based fee arrangements to qualified clients, a practice that is relatively uncommon among supported advisers, and its stated procedures to mitigate potential side‑by‑side conflicts. Its small scale and the ability to negotiate fee arrangements, combined with documented quantitative execution oversight, further set its operating model apart from larger or more standardized firms.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

$0 - $10,000,000: 0.70% $10,000,000 - $15,000,000: 0.65% $15,000,000 - $25,000,000: 0.60% $25,000,000 - $100,000,000: 0.50% $100,000,000 - $200,000,000: 0.40% $200,000,000+: Negotiable

Performance-based

Typically 20% of profits above base fees; base fee 0.20% annually; max 1% quarterly fee on quarter-end AUM; fees negotiated and defined in writing

Other

Account minimum: $250,000 Minimum fee: Minimum of $2,500 per quarter for performance-based fees

Main office location

Pacific Spirit Investments LP

2223 Avenida De La Playa, Suite 206

La Jolla CA 92037, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 1-858-775-9770

Advisors at this firm

Chandima M

Series 63, Series 65

La Jolla, CA

Pacific Spirit Investments LP

Chandima Mendis is a financial advisor at Pacific Spirit Investments LP with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Pacific Spirit Investments, he spent ten years at Bridgewest Capital Management. He holds board and senior executive roles in family office and technology organizations outside of his advisory work. Pacific Spirit Investments provides discretionary investment management and portfolio construction for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a bottom-up quantitative approach to stock selection and portfolio construction, emphasizing systematic analysis and quantitative methods across traditional and alternative asset classes.

Active portfolio management

Andrew M

Series 63, Series 65

La Jolla, CA

Pacific Spirit Investments LP

Andrew Mestyanek is a financial advisor at Pacific Spirit Investments LP with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Globeflex Capital, L.P. for 29 years and briefly at Andrew Mark Consultant. Outside of his advisory role, Mestyanek serves as CEO and Managing Member of Pacific Spirit LLC, a real estate investment company. Pacific Spirit Investments provides discretionary investment management and portfolio construction for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a bottom-up quantitative stock-selection and portfolio-construction process across traditional and alternative asset classes.

Active portfolio management

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