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PACIFIC STRATEGIC MANAGEMENT, LP
CRD 127990 · SEC 801-62342
711 LOUSIANA STREET, SUITE 1660, HOUSTON, TX, 77002, United States
Phone
713-495-5220
Fax
713-495-5221
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$426.5M
Discretionary AUM
$426.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $207K |
| High net worth individuals | 20 | $191.7M |
| Pooled investment vehicles | 3 | $234.6M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD