Pacific Specialty Investment Group, LLC
● SEC registered since 2026CRD 282463SEC# 801-136588Newport Beach, CA
Reg. AUM
$123.2M
Employees
2
Accounts
265
Location
Newport Beach, CA
Pacific Specialty Investment Group, LLC assets under management
Pacific Specialty Investment Group, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2026. It reports $123.2 million in regulatory assets under management and employs 2 people.
Pacific Specialty Investment Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Michael Parent Control | Managing Member / Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Pacific Specialty Investment Group, LLC manage?
Pacific Specialty Investment Group, LLC reports $123.2 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Specialty Investment Group, LLC have?
Pacific Specialty Investment Group, LLC reports 2 employees.
Where is Pacific Specialty Investment Group, LLC located?
Pacific Specialty Investment Group, LLC is based in Newport Beach, CA and has been SEC-registered since 2026.
Does Pacific Specialty Investment Group, LLC disclose fund performance?
Pacific Specialty Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4100 Campus Dr., Ste 100, Newport Beach, CA 92660 |
| Phone | (949) 379-7333 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.2MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$123.2Mregulatory AUM
Discretionary $123.2M