PACIFIC STRATEGIC MANAGEMENT, LP
CRD #127990 SEC #801-62342 HOUSTON, TX 713-495-5220
SEC Registered Private Funds
Total AUM
$397.1M
Discretionary
$397.1M
Employees
3
Clients
0
Accounts
58
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $397.1M | $397.1M | $0 | 3 | 0 |
| Mar 2025 | $397.1M | $397.1M | $0 | 3 | 0 |
| Mar 2024 | $397.5M | $397.5M | $0 | 3 | 0 |
| Oct 2023 | $337.6M | $337.6M | $0 | 3 | 0 |
| Mar 2023 | $337.6M | $337.6M | $0 | 3 | 0 |
| Mar 2022 | $328.6M | $328.6M | $0 | 3 | 0 |
| Mar 2021 | $320.3M | $320.3M | $0 | 3 | 0 |
| Jun 2020 | $385.1M | $385.1M | $0 | 3 | 0 |
| Mar 2020 | $385.1M | $385.1M | $0 | 3 | 0 |
| Mar 2019 | $412.6M | $412.6M | $0 | 3 | 0 |
| Mar 2018 | $496.1M | $496.1M | $0 | 3 | 0 |
| Mar 2017 | $460.3M | $460.3M | $0 | 3 | 100 |
| Mar 2016 | $482.7M | $482.7M | $0 | 3 | 200 |
| Mar 2015 | $526.3M | $526.3M | $0 | 3 | 200 |
| Dec 2014 | $485.5M | $485.5M | $0 | 3 | 200 |
| Mar 2014 | $485.5M | $485.5M | $0 | 3 | 200 |
| Apr 2013 | $532.5M | $532.5M | $0 | 3 | 200 |
| Mar 2013 | $532.5M | $532.5M | $0 | 3 | 200 |
| Mar 2012 | $337.3M | $337.3M | $0 | 1 | 120 |
| Mar 2011 | $354.7M | $354.7M | $0 | 5 | -- |
| Mar 2009 | $277.1M | $277.1M | $0 | 5 | -- |
| Mar 2008 | $495.2M | $495.2M | $0 | 5 | -- |
| Mar 2007 | $529.7M | $529.7M | $0 | 5 | -- |
| Nov 2006 | $336M | $336M | $0 | 5 | -- |
| Feb 2006 | $336M | $336M | $0 | 5 | -- |
| Sep 2004 | $183.7M | $183.7M | $0 | 5 | -- |
| Mar 2004 | $183.7M | $183.7M | $0 | 5 | -- |
| Jan 2004 | $100M | $100M | $0 | 5 | -- |
| Jan 2004 | $100M | $100M | $0 | 5 | -- |
DateApr 2025
Total AUM$397.1M
Discretionary$397.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$397.1M
Discretionary$397.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$397.5M
Discretionary$397.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$328.6M
Discretionary$328.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$385.1M
Discretionary$385.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$385.1M
Discretionary$385.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$412.6M
Discretionary$412.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$496.1M
Discretionary$496.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$460.3M
Discretionary$460.3M
Non-Disc.$0
Employees3
Clients100
DateMar 2016
Total AUM$482.7M
Discretionary$482.7M
Non-Disc.$0
Employees3
Clients200
DateMar 2015
Total AUM$526.3M
Discretionary$526.3M
Non-Disc.$0
Employees3
Clients200
DateDec 2014
Total AUM$485.5M
Discretionary$485.5M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$485.5M
Discretionary$485.5M
Non-Disc.$0
Employees3
Clients200
DateApr 2013
Total AUM$532.5M
Discretionary$532.5M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$532.5M
Discretionary$532.5M
Non-Disc.$0
Employees3
Clients200
DateMar 2012
Total AUM$337.3M
Discretionary$337.3M
Non-Disc.$0
Employees1
Clients120
DateMar 2011
Total AUM$354.7M
Discretionary$354.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$277.1M
Discretionary$277.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$495.2M
Discretionary$495.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$529.7M
Discretionary$529.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$336M
Discretionary$336M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$336M
Discretionary$336M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--