Pacific Way Capital Management provides investment management services to qualified investors through private funds. Pacific Way serves as the investment advisor with authority to make trades for private pooled investment vehicles. Pacific Way's investment advice is provided to the Funds, and not tailored to any Investors therein.
Assets Under Management$1.7B
Clients12
AdvisorsN/A
Avg. per Client$140M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Pacific Way charges an investment management fee of up to 1.5% per year of the fund's net asset value. Pacific Way may also receive annual performance-based compensation of up to 15% of net profits, subject to a loss carryforward. These fees may be reduced for certain investors.
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