Best Investors
Account
Sign in
Best Investors
Account
Sign in
Pacific Equity Advisors LLC CRD 328540
$268.2K regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7946 Ivanhoe Avenue Suite 302, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-17 |
Branch Locations
7946 Ivanhoe Avenue Suite 302, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Equity Management | La Jolla | CA | 01/2008 | Present |
| Pacific Equity Advisors Llc | La Jolla | CA | 08/2023 | Present |
I am a full-time employee of Pacific Equity Management, an Exempt Reporting Advisor that manages two hedge funds. This is an operations and administrative role. I do not engage in advisory services for this entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-14 |
Reach out to this advisor