# Pacific Specialty Investment Group, LLC

> 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.

- CRD: 282463
- Filed as: PACIFIC SPECIALTY INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282463
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-specialty-investment-group-llc-newport-beach-ca-282463

## Quick answers

**How is Pacific Specialty Investment Group, LLC compensated?**
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.

**How much does Pacific Specialty Investment Group, LLC charge?**
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.

**Where is Pacific Specialty Investment Group, LLC located?**
Pacific Specialty Investment Group, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Pacific Specialty Investment Group, LLC registered with the SEC or a state?**
Pacific Specialty Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 282463.

**How much does Pacific Specialty Investment Group, LLC manage?**
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).

**What types of clients does Pacific Specialty Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (42).

**Which custodians does Pacific Specialty Investment Group, LLC use?**
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.

**Does Pacific Specialty Investment Group, LLC report any disciplinary disclosures?**
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

**Does Pacific Specialty Investment Group, LLC state an account minimum?**
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."

**What changed in Pacific Specialty Investment Group, LLC's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated August 4, 2026)

- 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 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%

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum portfolio size of $500,000, which we may waive or reduce at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $123,212,802
- Discretionary: $123,212,802
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $26,176,197 |
| High net worth individuals | 42 | $97,036,605 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- psinvestmentgroup.com

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Specialty Investment Group, LLC (CRD 282463): Form ADV filing data as of October 2026.