Pavion Blue Capital is a registered investment advisor founded in 2019 and based in Newport Beach, California. The firm is owned by James Oghigian and Eric Wong. Pavion Blue Capital manages investment portfolios for individuals, high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows an opportunistic, disciplined, value-based investment philosophy focusing on long-term total return without tying portfolios to broad market indices. They invest across equities, fixed income, exchange-traded funds, real estate investment trusts, master limited partnerships, and occasionally options for hedging. Portfolios are actively managed and tailored to each client's specific strategy, needs, and objectives, with the flexibility to hold cash or cash equivalents when value opportunities are scarce.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum annual fee charged will not exceed 1.25%. Fees are negotiable.