David F. Napach

PACIFIC STRATEGIC MANAGEMENT, LP

NEW YORK CITY, NY 10022

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CRD#: 2505942

Professional summary

David Farrell Napach, who also goes by David F Napach, is a registered financial advisor currently at PACIFIC STRATEGIC MANAGEMENT, LP located in New York City, New York.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. David has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David F Napach

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Farrell Napach's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 8, 2003 - Present

PACIFIC STRATEGIC MANAGEMENT, LP

Office #1: 135 East 57th Street 15th Floor, New York City, NY, 10022

RIA

CRD#: 127990

NEW YORK CITY, NY

Past

September 23, 1997 - October 29, 1997

MIZUHO SECURITIES USA LLC

CRD#: 19647

NEW YORK, NY

Past

May 15, 1996 - September 19, 1997

CHARTER ATLANTIC SECURITIES COMPANY, INC.

CRD#: 19737

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PACIFIC STRATEGIC MANAGEMENT, LP

CRD#: 127990 / SEC#: 801-62342

RIA

Registered Investment Advisory firm - (9/26/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/8/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PACIFIC STRATEGIC MANAGEMENT, LP

CRD#: 127990 / SEC#: 801-62342

RIA

Registered Investment Advisory firm - (9/26/2003 Approved)

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Contact information

Main Address

711 Lousiana Street Suite 1660, Houston, TX 77002

Mailing Address

Phone number

(713) 495-5220

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACIFIC STRATEGIC MANAGEMENT, L.P. FORM ADV PART 2A AND 2B (3.31.2025) (4/4/2025)

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 397,127,753

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David F. Napach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Farrell Napach's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC STRATEGIC MANAGEMENT, LP

MIZUHO SECURITIES USA LLC

CHARTER ATLANTIC SECURITIES COMPANY, INC.

Primary Firm SEC Registration

PACIFIC STRATEGIC MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Current Firm

PACIFIC STRATEGIC MANAGEMENT, LP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACIFIC STRATEGIC MANAGEMENT, LP

TRUST BUT VERIFY

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