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.
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
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
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.
