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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-08-2019
- Office Locations
- 1
Office Locations
About PAC Capital, LLC
PAC Capital is an asset manager providing holistic portfolio management for individuals, families, and institutions, pairing institutional trading-platform rigor with family-office service. Strategies include beta-neutral core equity, convertible bonds, core-plus fixed income, and unconstrained absolute return with disciplined risk management. Led by founder/CEO Michael A. McClain, CFA (former institutional CIO). Custodied at Schwab; publishes the Pac re-CAP market podcast.
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Owner & Executives
Michael Andrew McClain
Chief Executive Officer, Founder
- CRD
- #6627233
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,858,144 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,858,144 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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