RIA Intel›Advisers›Texas›PACIFIC STRATEGIC MANAGEMENT, LP

PACIFIC STRATEGIC MANAGEMENT, LP

Advisory

N·HOUSTON, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$426M
1-Year AUM Growth
+17.7%
3-Year CAGR
+7.4%
Employees
1
Assets Under Management
Total AUM$426M
Discretionary AUM$426M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record35
First FilingSep 3, 2003
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 35 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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