This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Vector legacyHorizon +more
- Established Date
- 07-31-2015
- Office Locations
- 1
Office Locations
About OM Pacific Capital LLC
OM Pacific Capital is a Walnut Creek, CA advisory firm serving high-net-worth individuals with investment management and planning, including trust & estate work and tax-aware hedging/diversification. The team emphasizes a contrarian, flexible approach to portfolio construction, targeting market-driven returns with size, style, and geographic diversification and tactical allocations. Clients have direct one-on-one access to a firm partner.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NEEL GIRISH PATEL
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #4954001
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | $407,407 |
| Non-Discretionary | $20,000,000 | -- |
| Total | $50,000,000 | $407,407 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $25,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $897,026,389 | 25.2% |
| Public Funds | $2,662,602,137 | 74.8% |
| Total | $3,559,628,526 | 100.0% |