Pacific Management Ltd

Pacific Management, Ltd. is a registered investment adviser established in 1983, specializing in managing Pacific Asset Partners, a long-short, small and mid-cap investment limited partnership. The firm, led by General Partner Robert M. Stafford, exercises sole discretion over the partnership's assets, which were valued at $8,558.00 as of December 31, 2022. Pacific Management charges a 2% management fee and a 20% performance fee for assets under $10,000,000. The firm employs fundamental and technical analysis in its investment strategies, focusing on publicly traded micro-cap and small-cap stocks, private companies, and short selling/options. Clients should be aware of the risks involved, such as potential loss of investment objectives, market unpredictability, and information limitations. Pacific Management does not participate in wrap fee programs and has no disciplinary history. The firm acts as a fiduciary, prioritizing clients' interests, and has a detailed Code of Ethics in place. Clients receive regular reports on their investments, and the firm has custody of client funds and securities. Robert M. Stafford, the General Partner, has a strong educational background and extensive experience in the financial industry. He has no disciplinary events on record and complies with regulatory requirements.