CRD: 331583
Pacific Spirit Investments LP
$19.5M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
1 yrs Firm Age
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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
2223 Avenida DE LA Playa, Suite 206 LA Jolla CA
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.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$973.1K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vector Eagle crest
Client Personas
Element
Custodian
Pioneer Eagle pioneer
Investment Themes
Capital
Investment Vehicles
Alpha Beacon
Services
Vector fusion Alpha Vector
Owner & Executives
A
ANDREW MARK MESTYANEK
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #2644371
- Ownership
- 5% but less than 10%
(208) 544-1347
frontier.peak@beaconcapital.com
in linkedin.com/in/alpha-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
C
Chandima Harshapriya Mendis
--
- CRD
- #8032405
(285) 300-9426
momentum.vector@matrixcapital.com
in linkedin.com/in/quantum-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $19,461,194
Equity - Exchange:
23.0% Cash:
77.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $103,489,160 | 23.0% |
| Cash | $346,463,711 | 77.0% |
| Total | $449,952,871 | 100.0% |