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12626 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-03-17 |
| CA | RA | APPROVED | 2020-11-13 |
Branch Locations
12626 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Point Advisors, Llc | Rancho Santa Fe | CA | 09/2020 | Present |
| Pacific Point Capital, Llc | Rancho Santa Fe | CA | 01/2016 | 09/2020 |
1) Mr. Winship acts as the managing member of Pacific Point Capital, LLC ("Pacific Point") which acts as the general partner, of the Pacific Point Realty Fund, LLC, the Pacific Point Fund I, LP and the Pacific Point HEC Fund, LLC (collectively, the "Pacific Point Funds"). The address of Pacific Point is 16236 San Dieguito Rd., St. 5-14, Rancho Santa Fe, California 92067 and the business is investment related. T Mr. Winship devotes approximately over 80 hours per month to Pacific Point and the Pacific Point Funds, though this number can vary significantly depending on the responsibilities required of Mr. Winship as managing member of Pacific Point. On a weekly basis the time devoted to these activities during securities trading hours can vary between 25% and 100% of Mr. Winship's time depending on the number of active investments in the Pacific Point Funds. From time to time, Mr. Winship may offer clients advice or products related to the Pacific Point Funds. 2) In connection with the Pacific Point and the Pacific Point Funds, Mr. Winship also holds a California real estate broker license. Mr. Winship first received his real estate broker license on September 26, 2011. However, Mr. Winship's activities with his California real estate brokers license are minimal and he spends between 0 - 2 hours per month with respect to this other business activity. Mr. Winship is also the sole director and shareholder of Pacific Point Capital, Inc., which also holds a California real estate brokers license since November 26, 2013. Pacific Point Capital, Inc., receives the loan origination, loan servicing and other real estate related fees earned in connection with the Pacific Point Funds. This business activity is ancillary to Mr. Winship's position as managing member of Pacific Point. 3) Henry W. Winship serves on the Board of Bunge Limited (NYSE: BG) and as the Chairman of the Audit Committee, this position is not investment-related. Bunge is a world leader in sourcing, processing and supplying oilseed and grain products and ingredients. Mr. Winship has held this position since 2018. Mr. Winship's time commitment can range anywhere between from 10-20 hours per month to this activity. On a weekly basis the time devoted to this activity can vary between 10% and 100% of Mr. Winship's time depending on the demands made of him as a board member. Mr. Winship earns customary compensation in the form of cash and equity in the company for his Board service.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-22 |
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