← Directory
PACIFIC STRATEGIC MANAGEMENT, LP
CRD 127990File 801-62342
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$426.5M
Below cohort median (national)
Discretionary AUM
$426.5M
Clients
24
68 accounts
Employees
3
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 26, 2003
- Principal office
- 711 LOUSIANA STREET, SUITE 1660, HOUSTON, TX, 77002
- Phone
- 713-495-5220
- Website
- HTTP://WWW.PACIFICSI.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $426.5M
- Discretionary AUM
- $426.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 68
- Non-discretionary accounts
- 0
- Total accounts
- 68
- AUM per client
- $17.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $191.7M |
| Pooled investment vehicles | 3 | $234.6M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $207K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.