Pacific Corporate Group Inc (La Jolla)

Name: Pacific Corporate Group Inc
Address: 1200 Prospect St, La Jolla, CA, 92037
Telephone: 858-456-6000

Pacific Corporate Group Inc is a large advisory firm based in La Jolla. It manages $25.01 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Pacific Corporate Group provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pacific Corporate Group: assets under management

The assets under management (AUM) of Pacific Corporate Group Inc is $25.01 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $312 million in discretionary accounts and $24.7 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.06 billion.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pacific Corporate Group Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pacific Corporate Group Inc

Philip Michael Posner joined the executive team most recently as the Chief Financial Officer, Assistant Secretary, Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher James Bower	Chief executive officer	1 Aug 1985	75% - 100%	1013420
Philip Michael Posner	Chief financial officer, treasurer, managing director	1 Jun 1990	Other	2109047
Inc. Pacific Corporate Group Holdings	Shareholder	1 Feb 1992	75% - 100%	33-0317051
Michael Dzenick Russell	Managing director	1 Jun 2000	Other	2861086
Tara Ann Blackburn	Managing director	1 Jun 2000	Other	2947859
Walter Barry Fitzsimmons	Managing director	1 Jun 2000	Other	2412009
Scott Lougee Stedman	Managing director	1 Jun 2000	Other	2233963
Adrienne E. Gaines	Managing director	1 Jun 2000	Other	4458145
Christopher James Bower	Chief executive officer, secretary, managing director	1 Apr 2001	Other	1013420
Philip Michael Posner	Chief financial officer, assistant secretary, managing director	1 Apr 2001	Other	2109047
Michael Dzenick Russell	Managing director	1 Apr 2001	Other	2861086
Tara Ann Blackburn	Managing director	1 Apr 2001	Other	2947859
Walter Barry Fitzsimmons	Managing director	1 Apr 2001	Other	2412009
Scott Lougee Stedman	Managing director	1 Apr 2001	Other	2233963
Adrienne E. Gaines	Managing director	1 Apr 2001	Other	4458145
Inc. Pacific Corporate Group Holdings	Member	1 Apr 2001	75% - 100%	33-0317051

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Christopher James Bower	Shareholder	1 Feb 1988	75% - 100%	1013420

Based in La Jolla

The principal office where Pacific Corporate Group Inc performs its advisory services is located at 1200 Prospect St, La Jolla, CA 92037, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 858-456-6000 or by fax 858-456-6018. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.pcgfunds.com.