Private fund adviser · Houston, TX
Pacific Strategic Management, LP
SEC-registered investment adviser · CRD 127990 · SEC 801-62342
At a glance
Pacific Strategic Management, LP is an SEC-registered investment adviser based in Houston, Texas, with $426 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 21 individual clients. By Form ADV it is a private fund adviser, ranked 3,226th of 4,686 private fund advisers and 8,502nd of 17,210 SEC-registered advisers by assets.
Main office 713-495-5220pacificsi.comAs filed on Form ADV
- Regulatory AUM
- $426M
- Rank among private fund advisers
- #3,226 of 4,686
- Rank among all SEC RIAs
- #8,502 of 17,210
- Rank in Texas
- #559 of 1,081
- Individual clients
- 21
- High-net-worth clients
- 20
- Accounts
- 68
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Mathew D. WolfChief Compliance Officer, Limited Partner
- David F. NapachLimited Partner
- Monica K. BentonChief Operations Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $235M | 55% |
| High-net-worth individuals | 20 | $192M | 45% |
| Individuals | 1 | $0M | <1% |
Private funds
Pacific Strategic Management, LP reports 3 private funds with $469M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Pacific Strategic Management, LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗pacificsi.com ↗
AtlasMembers
The full record on Pacific Strategic Management, LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,251 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pacific Strategic Management, LP manage?
Pacific Strategic Management, LP reports $426 million in regulatory assets under management across 68 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Pacific Strategic Management, LP?
Pacific Strategic Management, LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Pacific Strategic Management, LP’s clients?
By assets, its largest client types are pooled investment vehicles ($235 million, 3 clients); high-net-worth individuals ($192 million, 20 clients); individuals ($206,913, 1 clients).
Does Pacific Strategic Management, LP manage private funds?
Yes. It reports 3 private funds with $469 million in gross assets, including hedge funds.
Does Pacific Strategic Management, LP have any disciplinary history?
Pacific Strategic Management, LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pacific Strategic Management, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →