Pacific Street Advisors LLC

The firm provides discretionary investment management and related advisory services to high‑net‑worth individuals, trusts, and estates. Portfolios may include ETFs, mutual funds, individual stocks and bonds, options, closed‑end funds and managed account programs, and the firm may recommend retirement plan rollovers when deemed appropriate.

Its investment process combines fundamental and cyclical analysis with technical/charting tools and an internal due‑diligence review to construct primarily long‑term portfolios while allowing shorter‑term trades for rebalancing or tactical needs. The adviser discloses the potential use of inverse and leveraged ETFs, options and short sales as part of strategy implementation, and notes these instruments carry additional risks and require active monitoring.

Noteworthy features include a relatively small, concentrated client base and modest assets under management together with a principal who maintains a full‑time corporate finance role outside the advisory business, which the brochure indicates may limit availability during trading hours. The firm also participates in an institutional custody platform for execution and back‑office services; the combination of modest scale and explicit use of leveraged/inverse products and shorting is less common among firms of similar size.