Pacific Point Advisors, LLC
● SEC registered since 2022CRD 310731SEC# 801-126183San Diego, CA
Reg. AUM
$389.6M
Employees
7
Accounts
241
Location
San Diego, CA
Pacific Point Advisors, LLC assets under management
Pacific Point Advisors, LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2022. It reports $389.6 million in regulatory assets under management and employs 7 people.
Pacific Point Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Henry Ward Winship Control | Managing Member, Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Pacific Point Advisors, LLC manage?
Pacific Point Advisors, LLC reports $389.6 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Point Advisors, LLC have?
Pacific Point Advisors, LLC reports 7 employees.
Where is Pacific Point Advisors, LLC located?
Pacific Point Advisors, LLC is based in San Diego, CA and has been SEC-registered since 2022.
Does Pacific Point Advisors, LLC disclose fund performance?
Pacific Point Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12626 High Bluff Drive, Suite 200, San Diego, CA 92130 |
| Phone | 858-356-6600 |
| Fax | 858-356-6605 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$389.6M▲ 13%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$389.6Mregulatory AUM
Discretionary $389.6M