| Name | Title | Ownership | Since |
|---|---|---|---|
| John Matthew Simon Control | President | 50-75% | 2017 |
| Richard Esteban Toscano Control | Chief Compliance Officer & Vice President | 25-50% | 2017 |
Pacific Capital Associates, Inc. reports $221.1 million in regulatory assets under management on its Form ADV.
Pacific Capital Associates, Inc. reports 6 employees.
Pacific Capital Associates, Inc. is based in San Diego, CA and has been SEC-registered since 2018.
Pacific Capital Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4747 Viewridge Ave, Suite 107, San Diego, CA 92123-1688 |
| Phone | 858-560-5244 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $221.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $221.1M |