Jagdish (Jay) N. Sitlani

Employer firm

Pacific Point Advisors, LLC CRD 310731

$390M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1998 → 08/2017
  Relational Investors Llc
  San Diego, CA
• 08/2017 → Present
  Pacific Point Capital, Llc
  San Diego, CA
• 01/2026 → Present
  Pacific Point Advisors, Llc
  San Diego, CA

Previous Registrations

• 2018-08-27 → 2019-02-13
  Pacific Point Capital, Llc
  Rancho Santa Fe, CA

Other Businesses

1) 4181 Van Dyke LLC; Investment-related; San Diego, CA. 92127; Passive real estate investments; Member; Investment oversight; Less than 5% of time during the month. 2) Sitlani Holdings LLC; Investment-related; San Diego, CA. 92127; Passive real estate investments; Member; Investment oversight; Less than 5% of time during the month. 3) Pacific Point Capital, LLC; Investment-related; Same address; General Partner to a real estate fund affiliated with Pacific Point Advisors, LLC; Chief Financial Officer; Full-Time Position.

Designations

• Chartered Financial Analyst

Other Names

• Jagdish N. Sitlani