{
  "crd_number": 282463,
  "slug": "pacific-specialty-investment-group-llc-newport-beach-ca-282463",
  "primary_business_name": "PACIFIC SPECIALTY INVESTMENT GROUP, LLC",
  "legal_name": "PACIFIC SPECIALTY INVESTMENT GROUP, LLC",
  "dbas": [],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-06-26",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-04",
  "carried_forward": false,
  "raum_total": 123212802.0,
  "raum_discretionary": 123212802.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 26176197.0,
      "count": 61
    },
    "high_net_worth_individuals": {
      "raum": 97036605.0,
      "count": 42
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://psinvestmentgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282463",
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/pacific-specialty-investment-group-llc-newport-beach-ca-282463",
  "display_name": "Pacific Specialty Investment Group, LLC",
  "summary": "Pacific Specialty Investment Group, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.",
  "citation": "AdvisorCensus. Pacific Specialty Investment Group, LLC (CRD 282463): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Pacific Specialty Investment Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pacific Specialty Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Pacific Specialty Investment Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 4, 2026 states: Up to $249,999: 2% a year; $250,000 to $499,999: 1.7% a year; $500,000 to $999,999: 1.5% a year; $1,000,000 to $2,999,999: 1.3% a year; Above $3,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Pacific Specialty Investment Group, LLC located?",
      "a": "Pacific Specialty Investment Group, LLC's principal office is in Newport Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is Pacific Specialty Investment Group, LLC registered with the SEC or a state?",
      "a": "Pacific Specialty Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 282463."
    },
    {
      "q": "How much does Pacific Specialty Investment Group, LLC manage?",
      "a": "Pacific Specialty Investment Group, LLC reports $123,212,802 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Pacific Specialty Investment Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (42)."
    },
    {
      "q": "Which custodians does Pacific Specialty Investment Group, LLC use?",
      "a": "Pacific Specialty Investment Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pacific Specialty Investment Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282463"
    },
    {
      "q": "Does Pacific Specialty Investment Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 4, 2026 says: \"We generally require a minimum portfolio size of $500,000, which we may waive or reduce at our discretion.\""
    },
    {
      "q": "What changed in Pacific Specialty Investment Group, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $249,999",
        "rate": "2%"
      },
      {
        "band": "$250,000 to $499,999",
        "rate": "1.7%"
      },
      {
        "band": "$500,000 to $999,999",
        "rate": "1.5%"
      },
      {
        "band": "$1,000,000 to $2,999,999",
        "rate": "1.3%"
      },
      {
        "band": "Above $3,000,000",
        "rate": "1%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $249,999: 2% a year",
          "$250,000 to $499,999: 1.7% a year",
          "$500,000 to $999,999: 1.5% a year",
          "$1,000,000 to $2,999,999: 1.3% a year",
          "Above $3,000,000: 1% a year"
        ],
        "quotes": [
          "Fees are charged based on a percentage of the client’s total assets under management, per the following schedule: Total Assets Under Management Annual Fee $0 - $249,999 2.00% $250,000 - $499,999 1.70% $500,000 - $999,999 1.50%",
          "Total Assets Under Management Annual Fee $1,000,000 - $2,999,999 1.30% $3,000,000 and up 1.00%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We generally require a minimum portfolio size of $500,000, which we may waive or reduce at our discretion."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 249999.0,
          "rate_pct": 2.0
        },
        {
          "min": 250000.0,
          "max": 499999.0,
          "rate_pct": 1.7
        },
        {
          "min": 500000.0,
          "max": 999999.0,
          "rate_pct": 1.5
        },
        {
          "min": 1000000.0,
          "max": 2999999.0,
          "rate_pct": 1.3
        },
        {
          "min": 3000000.0,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees are charged based on a percentage of the client’s total assets under management, per the following schedule: Total Assets Under Management Annual Fee $0 - $249,999 2.00% $250,000 - $499,999 1.70% $500,000 - $999,999 1.50%",
      "Total Assets Under Management Annual Fee $1,000,000 - $2,999,999 1.30% $3,000,000 and up 1.00%",
      "We generally require a minimum portfolio size of $500,000, which we may waive or reduce at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/pacific-specialty-investment-group-llc-newport-beach-ca-282463.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 61,
      "fewer_than_5": false,
      "raum": 26176197.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 97036605.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282463",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}