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PACIFIC STRATEGIC MANAGEMENT, LP
CRD 127990File 801-62342
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 21 | 24 | increased by3 |
| Apr 1, 2026 | AUM | $397,127,753 | $426,462,160 | increased by$29,334,407 |
| Apr 1, 2026 | Accounts | 58 | 68 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 49 | 21 | decreased by28 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $328,621,377 | $397,127,753 | increased by$68,506,376 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 49 | 58 | increased by9 |
| Apr 1, 2022 | Clients | 54 | 49 | decreased by5 |
| Apr 1, 2022 | AUM | $320,276,251 | $328,621,377 | increased by$8,345,126 |
| Apr 1, 2022 | Accounts | 54 | 49 | decreased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PACIFIC STRATEGIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PACIFIC STRATEGIC” may also match similarly-named firms). Confirm identity against each filing.
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.