Pacific Global

What Pacific Global does

Pacific Global Investment Management Company (PGIMC) is a privately held, California-incorporated registered investment adviser founded in 1991 by George Henning and headquartered in Glendale, CA. The firm provides individually managed investment portfolios to high-net-worth individuals, foundations, and family offices across the United States (with team members in California, Florida, and Hawaii), using a focused value-investing approach in which concentrated portfolios of 30-50 stocks are selected through fundamental research, held for the long term, and customized to each client's tax situation and objectives.

The firm's core offering comprises six strategies: three equity strategies (All Cap Value, Small/Mid-Cap Value, and S&P 500 Select Leadership), one Balanced strategy combining equities with investment grade fixed income, and two fixed income strategies (Income and Growth, Conservative Income). Alongside portfolio management, Pacific Global provides a Financial Planning service covering retirement planning, Social Security optimization, income and expense management, and investment account structuring. The technology approach is deliberately non-software-centric; the firm relies on proprietary fundamental research rather than platforms, APIs, or automated trading systems, and the website exposes no APIs, mobile apps, or third-party integrations.

The business model is a classic AUM-based fee model typical of US RIAs: Pacific Global charges investment advisory fees on assets under management for discretionary individually managed accounts, with fee rates not publicly disclosed and negotiated client-by-client. The firm has fewer than 10 employees, generates revenue almost entirely through investment management fees on US-resident client accounts, and is founder/family-controlled, with no disclosed institutional investors, no parent company, no subsidiaries, and no M&A history. Distribution is entirely direct and relationship-driven, conducted via a consultative sales model using the firm's website, phone, email, and regional Investment Adviser Representatives rather than paid marketing or digital channels.

Name

Pacific Global

Legal name

Pacific Global Investment Management Company

Website

https://pacificglobal.us

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

1–10 employees

Short description

Pacific Global Investment Management Company is a privately held, Glendale, California-based registered investment adviser founded in 1991 that provides individually managed, value-oriented investment portfolios and financial planning to high-net-worth individuals, foundations, and family offices across the United States.

Ownership category

akta.pro rank

Product category

Wealth Management / Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment management
• Wealth management
• Financial planning
• Value investing
• Portfolio management

Headquarters

HQ city

Glendale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Others, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Pacific Global Investment Management Company earns revenue through investment advisory fees charged for managing client portfolios. As a registered investment adviser, they provide discretionary investment management services for individually managed accounts. The firm manages equity, fixed income, and balanced investment strategies with fee structures based on assets under management (AUM).

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Pacific Global Investment Management Company provides personalized investment management services through individually managed accounts built on value-oriented, focused (30-50 stock) portfolios. The firm offers six investment strategies spanning equity, balanced, and fixed income mandates, complemented by financial planning services covering retirement, Social Security optimization, income management, and investment account structuring for high-net-worth individuals, foundations, and family offices.

Product overview

Pacific Global offers a suite of individually managed investment accounts and financial planning services. The core offering consists of six value-oriented investment strategies: three equity strategies (All Cap Value, Small/Mid-Cap Value, and S&P 500® Select Leadership), one balanced strategy combining equities and fixed income, and two fixed income strategies (Income and Growth and Conservative Income). Each portfolio is individually managed and customized to the client's objectives. The company also provides financial planning services covering retirement, Social Security, income management, and investment planning. Portfolios are managed using a focused value investing approach with typically 30-50 stocks, emphasizing long-term holding and tax efficiency.

Differentiator

Problem solved

Functional benefit

Products and services

• All Cap Value Equity strategy concentrated in 30 to 50 value-oriented, high-quality stocks diversified across industries and sectors, managed using an active buy-and-hold approach. Available to clients of Pacific Global through separately managed accounts.
• Small/Mid-Cap Value Equity strategy focused on small and mid-capitalization companies with value-oriented stock selection, subject to higher risks than larger company investments. Available to clients of Pacific Global through separately managed accounts.
• S&P 500® Select Leadership Equity strategy focused on large-cap stocks selected from the S&P 500 index based on value-oriented criteria and leadership quality assessments. Available to clients of Pacific Global through separately managed accounts.
• Balanced Balanced investment strategy containing up to 75% equities with the remainder in investment grade corporate bonds, managed for long-term capital appreciation and principal protection. Available to clients of Pacific Global through separately managed accounts.
• Income and Growth Fixed income strategy managed for total return, concentrated 50% or more in investment grade corporate bonds and/or U.S. government and agency bonds, supplemented by blue-chip dividend-paying stocks. Available to clients of Pacific Global through separately managed accounts.
• Conservative Income Fixed income strategy focused on principal protection and income, concentrated in investment grade corporate bonds and U.S. government/agency bonds with limited volatility. Available to clients of Pacific Global through separately managed accounts.
• Financial Planning Services Personalized financial planning process covering retirement planning, Social Security optimization, income and expense management, and investment account structuring tailored to individual client objectives. Available to clients of Pacific Global.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Fisher Investments: Large, independent, founder-led active asset manager specializing in global and U.S. value equities, primarily serving HNW individuals. Comparable to Pacific Global in value philosophy and HNW/family-office client focus, though at materially larger scale.
• Bessemer Trust: Private multi-family office providing investment management and wealth planning to HNW and UHNW families. Comparable in serving foundations and family offices with personally tailored portfolios, though with a broader wealth-services offering.
• Thornburg Investment Management: Santa Fe-based independent active asset manager offering equity, fixed income, and balanced SMA/mutual-fund strategies to advisors and institutions. Comparable multi-strategy boutique RIA model serving HNW and institutional clients.
• Westwood Holdings Group: Dallas-based boutique active asset manager running value and income strategies for institutions and intermediaries. Similar boutique scale, active value discipline, and SMA-oriented distribution.
• Tweedy, Browne Company: Boutique, employee-owned value-investing adviser managing global and international equity portfolios largely for wealthy individuals and family offices. Directly comparable to Pacific Global in deep-value philosophy, boutique scale, and HNW/family-office client focus.
• Dodge & Cox: San Francisco-based, employee-owned mutual fund manager specializing in active value equity and fixed-income strategies for individuals and institutions. Closely comparable to Pacific Global in philosophy (disciplined value), client base (long-term individual and institutional), and multi-strategy product set.
• Ariel Investments: Chicago-based boutique active value manager offering mutual funds and SMAs across U.S. small/mid-cap, large-cap, and fixed income. Comparable in active value mandate mix, SMA product structure, and advisor-led distribution model.
• Frost Investment Advisors: Texas-based boutique RIA offering discretionary value, growth, fixed income, and balanced strategies to institutions, foundations, and HNW individuals. Comparable boutique RIA model and multi-strategy product set.

Broad incumbents

• Capital Group (American Funds): Large multi-affiliate active manager offering equity, fixed income, and balanced strategies across mutual fund, SMA, and institutional channels. Overlaps Pacific Global in active equity/balanced mandates but operates at vastly greater scale and breadth.
• Brown Brothers Harriman Investor Services: Privately held, multi-service financial firm with an active fixed-income/equity investment management business serving institutions and HNW individuals. Comparable boutique-to-mid-scale active manager and family-controlled operating model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/pacific-global-investments

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pacific Global