East Pacific Investment Company, Inc.

RIASEC Registered
Total AUM
$35.5M
Discretionary
$0
0% of AUM
Avg account
$35.5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
322196
Custodians
FIRST HAWAIIAN BANK
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

East Pacific Investment Company, Inc. is a corporation operating as an institutional registered investment adviser and identifies itself as a capital allocator. The firm charges fees as a percentage of assets under management and reports an institutional client base, though its ADV lists advisory activities that include portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and selection of other advisers. The adviser does not report active ESG investing and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 7%, Cash & Cash Equivalents 3%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Keith Gendreau

    OwnerCRD 2553046

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth