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Pacific Point Advisors, LLC

● SEC registered since 2022CRD 310731SEC# 801-126183Rancho Santa Fe, CA
Export (members)
Ranks #4,064 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$345.6M
Fund GAV
$58.4M
Private funds
2
Employees
10
Accounts
172
Location
Rancho Santa Fe, CA

Pacific Point Advisors, LLC assets under management

Pacific Point Advisors, LLC is a registered investment adviser overseen by the SEC based in Rancho Santa Fe, CA. The firm has been registered since 2022. It reports $345.6 million in regulatory assets under management and employs 10 people. Pacific Point Advisors, LLC manages 2 private funds with combined gross assets of $58.4 million, including Alder Capital Partners I, L.P. By regulatory assets, it ranks 4,064 of 5,911 private fund managers.

Pacific Point Advisors, LLC private funds

2 funds · $58.4M GAV
FundTypeGross assetsMin.
Alder Capital Partners I, L.P.Hedge$30.1M$250K
Pacific Point Co-Invest I LLCOther Private$28.3M$1M

Pacific Point Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Henry Ward Winship ControlCo-Managing Partner, Chief Compliance Officer50-75%2020
Michael Cosimo Licosati ControlCo-Managing Partner50-75%2020

Frequently asked questions

How much does Pacific Point Advisors, LLC manage?

Pacific Point Advisors, LLC reports $345.6 million in regulatory assets under management on its Form ADV.

How many private funds does Pacific Point Advisors, LLC manage?

Pacific Point Advisors, LLC manages 2 private funds with combined gross assets of $58.4 million.

How many employees does Pacific Point Advisors, LLC have?

Pacific Point Advisors, LLC reports 10 employees.

Where is Pacific Point Advisors, LLC located?

Pacific Point Advisors, LLC is based in Rancho Santa Fe, CA and has been SEC-registered since 2022.

Does Pacific Point Advisors, LLC disclose fund performance?

Pacific Point Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16236 San Dieguito Road, Suite 4-21, #9491, Rancho Santa Fe, CA 92091
Phone858-356-6600
Fax858-356-6605
Office hours8a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$345.6M
Non-discretionary$0
Total (RAUM)$345.6M