CRD: 331583
Pacific Spirit Investments LP
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- Custodian
- Charles Schwab & Company · Goldman Sachs · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-2024
- Office Locations
- 1
Office Locations
About Pacific Spirit Investments LP
Pacific Spirit Investments (PSI) is a minority-managed, employee-held investment firm that partners closely with clients and communities. The team designs portfolios using fundamental equity research, macro positioning, and fixed income strategies, with implementation largely via ETFs. Certified Minority Business Enterprise.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $973.1K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Pacific Spirit Investments LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW MARK MESTYANEK
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #2644371
- Ownership
- 5% but less than 10%
Showing 1 of 1 owners & executives
Unlock allContacts
Chandima Harshapriya Mendis
--
- CRD
- #8032405
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,461,194 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,461,194 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pacific Spirit Investments LP has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.