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Pachira Investments, Inc.

● SEC registered since 2012CRD 164405SEC# 801-77136Dana Point, CA
Export (members)
Reg. AUM
$291.8M
Employees
5
Accounts
694
Location
Dana Point, CA

Pachira Investments, Inc. assets under management

Pachira Investments, Inc. is an investment advisory firm registered with the SEC based in Dana Point, CA. The firm has been registered since 2012. It reports $291.8 million in regulatory assets under management and employs 5 people.
www.facebook.com/clarkgroupamView on SEC.gov ↗

Pachira Investments, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Eric Todd Cedergreen ControlPresident & Chief Compliance Officer10-25%2005
Melissa Angelique Clark ControlCorporate SecretaryUnder 5%2005
Raymond Musset Clark ControlFounder & Chief Executive OfficerOver 75%2005

Frequently asked questions

How much does Pachira Investments, Inc. manage?

Pachira Investments, Inc. reports $291.8 million in regulatory assets under management on its Form ADV.

How many employees does Pachira Investments, Inc. have?

Pachira Investments, Inc. reports 5 employees.

Where is Pachira Investments, Inc. located?

Pachira Investments, Inc. is based in Dana Point, CA and has been SEC-registered since 2012.

Does Pachira Investments, Inc. disclose fund performance?

Pachira Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA 92629
Phone949-558-3898
Fax949-558-3901
Office hours7a.m.-4p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$245.9M
Non-discretionary$45.9M
Total (RAUM)$291.8M