Pacific Specialty Investment Group, LLC
Pacific Specialty Investment Group, LLC is an SEC-registered wealth manager with $123.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Pacific Specialty Investment Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282463, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $123.2M (2026-05-27)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 103
- CRD
- 282463
- Ownership
- PARENT, SCOTT, MICHAEL; VIGIL, PHILLIP, SCOTT
How much AUM does Pacific Specialty Investment Group, LLC have?
Pacific Specialty Investment Group, LLC reported $123.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Pacific Specialty Investment Group, LLC?
Disclosed owners and executives of Pacific Specialty Investment Group, LLC include PARENT, SCOTT, MICHAEL, VIGIL, PHILLIP, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.