CRD: 106962
Pacific Global Investment Management Company
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Pioneer beacon
- Established Date
- 06-17-1992
- Office Locations
- 3
Office Locations
About Pacific Global Investment Management Company
Pacific Global Investment Management Company is an investment management firm providing individually managed, client-specific portfolios. The firm follows a focused, long-term value investing approach—seeking high-quality companies at attractive prices, building positions over time, and actively monitoring holdings. Works with both retail and institutional clients and emphasizes direct meetings to align portfolios to each client’s objectives.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEORGE ALLEN HENNING
Chief Executive Officer, DIRECTOR, President
- CRD
- #1319433
- Ownership
- 25% but less than 50%
CATHERINE LEIGH HENNING
Secretary, Senior Vice President, SR VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Quantum wave
Glacier unison vector
- CRD
- #51144
- Ownership
- 36.7%
Showing 2 of 3 owners & executives
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BECKY ELLEN FARRANT
Portfolio Manager
- CRD
- #4345065
JULIE MAE FORD
Founder, President, Principal
- CRD
- #5026077
Eagle quantum
Timber quantum timber
- CRD
- #35172
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,915,005 | $441,193 |
| Non-Discretionary | $581,351 | $581,351 |
| Total | $87,496,356 | $441,901 |
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Separately Managed Accounts
Total SMA Asset: $87,496,356
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,066,218,906 | 40.7% |
| Corporate - Investment Grade | $3,010,486,022 | 59.3% |
| Total | $5,076,704,928 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE RIDGE CAPITAL | BRIDGE FOUNDATION | ZLCE2BQT8 | UYJL | 2.66% | $75,699,858 |
| HORIZON FOUNDATION | SUMMIT EAGLE | GJMPGR1BZ | CXP | 7.44% | $52,361,786 |
| MERIDIAN BEACON PIONEER | CATALYST ELEMENT | 1D838A14I | XAB | 11.25% | $90,586,930 |
| CATALYST ZENITH VALUE | MATRIX NORTH | 16S9EZOP4 | VYF | 2.15% | $7,545,036 |
| FOCUS CATALYST UNISON | PEAK RADIAL | L03UVKXT0 | AKRFT | 8.78% | $93,762,130 |
| ALPHA NORTH | FRONTIER VECTOR | 8HP3E1US9 | BYGCS | 2.13% | $109,134,498 |
| EMBER OPTIMA HARBOR | HARBOR VECTOR | KFNJV8O8N | PKW | 1.17% | $31,418,959 |
| TIMBER NORTH ATLAS | RADIAL PATHWAY | Q6MALGSKT | UDB | 4.04% | $15,704,324 |