PACIFIC SPECIALTY INVESTMENT GROUP, LLC

CRD 282463 · SEC 801-136588

4100 CAMPUS DR., STE 100, NEWPORT BEACH, CA, 92660, United States

Phone

(949) 379-7333

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$123.2M

Discretionary AUM

$123.2M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-27

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	61	$26.2M
High net worth individuals	42	$97.0M

Official SEC filing: View on IAPD