Pacific Point Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 25, 2026, reports $390M in regulatory assets under management, 9 employees, and 241 accounts.
Assets Under Management
$390M
Employees
9
Offices
--
Total Clients
86
Primary office
SAN DIEGO, CA
12626 HIGH BLUFF DRIVE, SUITE 200, SAN DIEGO, CA, United States
Top client segmentHNWI represent 88.4% of total clients.
Top client categories% of clientsClients
1
HNWI
88.4%
76
2
Individuals
9.3%
8
3
Pooled Investment Vehicles
2.3%
2
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$390Mas of March 25, 2026
Discretionary100.0%
$390M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$390M
Total Accounts241
10Y AUM Change+$278M (+250.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee10:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.