Pavion Blue Capital, LLC

Pavion Blue Capital, LLC, based in Newport Beach, California, was established in 2019 and operates as an investment adviser. The firm, owned by James Oghigian and Eric Wong, offers a range of investment advisory services, including discretionary and non-discretionary portfolio management. As a fiduciary, the firm is committed to acting in the best interest of clients. Pavion Blue Capital follows a disciplined value-based investment philosophy, focusing on total return over the long term. The firm's investment approach is flexible, allowing investments in various sectors and asset classes based on perceived value. For discretionary portfolio management, the firm manages $399,302,533 in regulatory assets under management as of December 31, 2024. The maximum annual fee for portfolio management is 1.25%, billed quarterly in advance. Clients may incur transaction fees separate from advisory fees. The firm does not charge performance-based fees and provides services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Clients have the option to grant investment discretion to the firm, allowing it to execute transactions on their behalf. Pavion Blue Capital does not accept proxy authority to vote client securities and does not engage in directed brokerage practices. The firm has no disciplinary events or financial conditions that impair its ability to meet obligations.