$93.7M Total AUM
$93.7M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Prime
- Established Date
- 09-12-2011
- Office Locations
- 1
Office Locations
3949 Maple Avenue Suite 450 Dallas TX
About Pacific Global Advisory Group LLC
Pacific Global is a Dallas-based investment manager focused on long-term, concentrated value investing in high-quality, well-positioned companies bought at attractive prices. Portfolios are individually managed and tailored to each client’s objectives, informed by direct client meetings and ongoing, active monitoring for opportunities. Reported primary custodian: Charles Schwab.
Team overview
-- AVG AGE
$93.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Glacier prime Quantum Foundation Delta
Custodian
Fusion horizon Signal alpha Optima glacier
Investment Themes
Harbor delta Delta catalyst Wave atlas
Investment Vehicles
Ridge Insight
Services
Optima Vital summit
Technology
Legacy matrix
Owner & Executives
G
GARY M. LAWRENCE
Owner
- CRD
- #5953192
- Ownership
- 75% or more
(443) 931-7509
delta.peak@harborcapital.com
in linkedin.com/in/delta-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,700,000
Private Funds:
32.8% Equity - Exchange:
67.2% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $2,660,789,561 | 32.8% |
| Equity - Exchange | $5,451,373,735 | 67.2% |
| Total | $8,112,163,296 | 100.0% |