Patient

Creative, Capital

Patient

Creative, Capital

Patient

Creative, Capital

Who We Are

Pecan FO is a single-family office based in Southern California tasked with building and maintaining a highly diversified portfolio targeting public market alpha and private market absolute returns while balancing both growth and income considerations.

Pecan prides itself on being a patient, long-term investor and has a demonstrated willingness to explore opportunities and provide capital to niche, non-correlated, misunderstood, and recently developed asset classes. Special emphasis is placed on opportunities where Pecan’s existing skill sets and capital commitment can drive incremental returns.

Who We Are

Who We Are

Public Markets

Public Markets

Public Markets

Credit/Fixed Income

Government Bonds

Floating Rate Bank Loans

Investment Grade Bonds

High-Yield Bonds

Municipal Bonds

Preferred Shares

Equities

Domestic Equities

Large Cap Growth

Large Cap Blend

Large Cap Value

REITs

Developed Markets Equities

Emerging Markets Equities

Pecan relies on its proprietary asset allocation model to manage risk by opportunistically rebalancing towards targeted weightings when market conditions are deemed advantageous. In contrast to typical investment management platforms, rebalancing does not occur at fixed points in time.

Private Markets

41 Private Investments

Since 2015

19 Private
Equity

Emphasis on real estate

*(multi-family, self-storage, industrial/infrastructure, lodging, office, mobile home parks and neighborhood retail)

30 Active
Investments

41 Private
Investments

Since 2015 (Inception)

19 Private
Equity

Emphasis on real estate

*(multi-family, self-storage, industrial/infrastructure, lodging, office, mobile home parks and neighborhood retail)

30 Active
Investments

41 Private Investments

Since 2015 (Inception)

19 Private
Equity

Emphasis on real estate

*(multi-family, self-storage, industrial/infrastructure, lodging, office, mobile home parks and neighborhood retail)

30 Active
Investments

Pecan evaluates opportunities across most asset classes and at every level of the capital structure. Allocations fall into one of the following five categories: private credit, private preferred, private equity, venture capital or uncorrelated.