$190.0M Total AUM
$190.0M Disc. AUM
8.4% 3Y CAGR
4 Employees
338 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Element
- Established Date
- 05-12-2008
- Office Locations
- 2
Office Locations
101 S. Capitol Blvd, Ste. 502 Boise ID
101 South Capitol Blvd. Suite 502 Boise ID
About Pacific Value, LLC
Pacific Value LLC is a Boise, Idaho-based investment manager serving individuals, families, and institutional portfolios. The team uses a disciplined value philosophy for stock and bond selection, buying companies at discounts to fundamentals and willing to hold cash when opportunities are scarce. Principals bring 70+ years of combined investment experience and run distinct strategies under a shared value approach.
Team overview
38 AVG AGE
$63.3M AVG AUM / ADVISOR
$562.1K AVG AUM / CLIENT
15.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
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Investment Vehicles
Catalyst horizon
Services
Pioneer legacy Unison Matrix
Technology
Atlas matrix
Owner & Executives
MARK JOSEPH FREDBACK
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #1047976
- Ownership
- Less than 5%
(571) 682-4142
harbor.unison@valuecapital.com
in linkedin.com/in/harbor-vital
Showing 1 of 1 owners & executives
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SCOTT OWEN FERGUSON
Vice President
- CRD
- #2029723
(266) 401-1368
legacy.vital@deltacapital.com
in linkedin.com/in/quantum-momentum
Eric Lawrence Fredback
Advisor
- CRD
- #6752199
(822) 635-6825
peak.summit@primecapital.com
in linkedin.com/in/capital-harbor
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,000,000 | $438,799 |
| Non-Discretionary | $0 | -- |
| Total | $190,000,000 | $438,799 |
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Separately Managed Accounts
Total SMA Asset: $190,000,000
U.S. Government/Agency:
11.3% Equity - Exchange:
59.1% Corporate - Investment Grade:
29.6% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $276,704,688 | 11.3% |
| Equity - Exchange | $1,447,190,003 | 59.1% |
| Corporate - Investment Grade | $724,819,358 | 29.6% |
| Total | $2,448,714,049 | 100.0% |